LRND vs SCHG

ALRND

BSCHG

Measures won1–4SCHG wins · of 6 · 5Y

$10,000 · 5Y$17,915SCHG

Lowest cost0.04%SCHG · $4 on $10k

Most income0.40%SCHG · $40 on $10k

Smallest drop−13.2%LRND · worst fall in 1Y

Held in common59.6%LRND and SCHG

LRND

SCHG

NYLI U.S. Large Cap R&D Leaders ETF · $425MSchwab U.S. Large-Cap Growth ETF · $62.5B

+23.9%3 years · per year$19,018 · $19,739+25.4%

[…]5 years · per year[…] · $17,915+12.4%

0.14%Expense ratio$14 · $4 on $10k · lower wins0.04%

0.33%12-mo yield$33 · $40 on $10k0.40%

−13.2%Worst dropSmaller wins−16.0%

18.0%VolatilityLower wins16.9%

1–4SCHG wins

$10,000 · 5 yearsOne scale

Shared top holdingsLRND · SCHG

16.6%NVDA12.0%

10.0%AAPL11.6%

8.1%MSFT9.3%

4.8%AMZN5.9%

Held in common59.6%

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
1	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.40%	+1.3%	+6.8%	+4.0%	+25.4%	+12.4%	−16.0%	$62.5B
2	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

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
1	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.40%	+1.3%	+6.8%	+4.0%	+25.4%	+12.4%	−16.0%	$62.5B
2	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

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 SCHG

LRND

NYLI U.S. Large Cap R&D Leaders

[…]

SCHG

Schwab U.S. Large-Cap Growth

$17,915

MeasureLRNDSCHG

Fee0.14%0.04%

Cost on $10k a year$14$4

Yield0.33%0.40%

5 years, per year[…]+12.4%

3 years, per year+23.9%+25.4%

Worst drop · 1Y−13.2%−16.0%

Volatility · 1Y18.0%16.9%

4–1measures won
SCHG first

59.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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

Overlap: LRND, SCHG

Today

59.6%most shared, LRND and SCHG

LRNDSCHG

LRND—59.6%

SCHG59.6%—

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

Income After Fees on $10,000

$36most kept, SCHG

SCHG$40 − $4 = $36

LRND$33 − $14 = $19

KeptFee

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