LRND vs FELV

ALRND

BFELV

Measures won1–3FELV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.14%LRND · $14 on $10k

Most income1.35%FELV · $135 on $10k

Smallest drop−6.8%FELV · worst fall in 1Y

Held in common21.0%LRND and FELV

LRND

FELV

NYLI U.S. Large Cap R&D Leaders ETF · $425MFidelity Enhanced Large Cap Value ETF · $3.4B

+23.9%3 years · per year$19,018 · […][…]

[…]5 years · per year[…]

0.14%Expense ratio$14 · $18 on $10k · lower wins0.18%

0.33%12-mo yield$33 · $135 on $10k1.35%

−13.2%Worst dropSmaller wins−6.8%

18.0%VolatilityLower wins10.9%

1–3FELV wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsLRND · FELV

10.0%AAPL6.0%

4.8%AMZN5.9%

8.1%MSFT4.5%

1.9%CSCO1.1%

Held in common21.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	ALRND	NYLI U.S. Large Cap R&D Leaders ETFRead Desk		0.14%	0.33%	+1.3%	+11.0%	+9.5%	+23.9%	new	−13.2%	$425M
2	BFELV	Fidelity Enhanced Large Cap Value ETF Read Desk		0.18%	1.35%	+2.2%	+28.2%	+32.4%	new	new	−6.8%	$3.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ALRND	NYLI U.S. Large Cap R&D Leaders ETFRead Desk		0.14%	0.33%	+1.3%	+11.0%	+9.5%	+23.9%	new	−13.2%	$425M
2	BFELV	Fidelity Enhanced Large Cap Value ETF Read Desk		0.18%	1.35%	+2.2%	+28.2%	+32.4%	new	new	−6.8%	$3.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LRND vs FELV

LRND

NYLI U.S. Large Cap R&D Leaders

[…]

FELV

Fidelity Enhanced Large Cap Value ETF

[…]

MeasureLRNDFELV

Fee0.14%0.18%

Cost on $10k a year$14$18

Yield0.33%1.35%

5 years, per year[…][…]

3 years, per year+23.9%[…]

Worst drop · 1Y−13.2%−6.8%

Volatility · 1Y18.0%10.9%

3–1measures won
FELV first

21.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LRND, FELV

Today

21.0%most shared, LRND and FELV

LRNDFELV

LRND—21.0%

FELV21.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, FELV

FELV$135 − $18 = $117

LRND$33 − $14 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee