LRND vs FELV

ALRND

BFELV

Measures won1–3FELV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.39%FELV · $139 on $10k

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

Held in common21.8%LRND and FELV

LRND

FELV

NYLI U.S. Large Cap R&D Leaders ETF · $401MFidelity Enhanced Large Cap Value ETF · $3.7B

+21.2%3 years · per year$17,784 · […][…]

[…]5 years · per year[…]

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

0.35%12-mo yield$35 · $139 on $10k1.39%

−13.4%Worst dropSmaller wins−6.8%

18.9%VolatilityLower wins11.2%

1–3FELV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRND · FELV

10.8%AAPL6.4%

5.2%AMZN6.2%

8.7%MSFT4.8%

1.8%CSCO1.0%

Held in common21.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	ALRND	NYLI U.S. Large Cap R&D Leaders ETFRead Desk	0.14%	0.35%	+1.2%	+6.0%	+6.1%	+21.2%	new	−13.4%	$401M
3	BFELV	Fidelity Enhanced Large Cap Value ETF Read Desk	0.18%	1.39%	−0.3%	+24.4%	+28.4%	new	new	−6.8%	$3.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	ALRND	NYLI U.S. Large Cap R&D Leaders ETFRead Desk	0.14%	0.35%	+1.2%	+6.0%	+6.1%	+21.2%	new	−13.4%	$401M
3	BFELV	Fidelity Enhanced Large Cap Value ETF Read Desk	0.18%	1.39%	−0.3%	+24.4%	+28.4%	new	new	−6.8%	$3.7B

End-of-day Nov 6, 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

Yield0.35%1.39%

5 years, per year[…][…]

3 years, per year+21.2%[…]

Worst drop · 1Y−13.4%−6.8%

Volatility · 1Y18.9%11.2%

3–1measures won
FELV first

21.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: LRND, FELV, IVV

Today

47.6%most shared, FELV and IVV

LRNDFELVIVV

LRND—21.8%41.6%

FELV21.8%—47.6%

IVV41.6%47.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, FELV

FELV$139 − $18 = $121

IVV$114 − $3 = $111

LRND$35 − $14 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee