LRND vs SCHG

ALRND

BSCHG

Measures won1–4SCHG wins · of 6 · 5Y

$10,000 · 5Y$17,358SPY · SCHG $17,139

Lowest cost0.04%SCHG · $4 on $10k

Most income1.01%SPY · $101 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common59.8%LRND and SCHG

NYLI U.S. Large Cap R&D Leaders ETF · $416MSchwab U.S. Large-Cap Growth ETF · $61.0B

+20.8%3 years · per year$17,614 · $18,317+22.4%

[…]5 years · per year[…] · $17,139+11.4%

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

0.34%12-mo yield$34 · $41 on $10k

Cards for this view

LRND

NYLI U.S. Large Cap R&D Leaders

[…]

SCHG

Schwab U.S. Large-Cap Growth

$17,139

MeasureLRNDSCHG

Fee0.14%0.04%

Cost on $10k a year$14$4

Yield0.34%0.41%

5 years, per year[…]+11.4%

3 years, per year+20.8%+22.4%

Worst drop · 1Y−13.4%−15.0%

Volatility · 1Y19.0%

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1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.41%	−0.7%	+4.1%	+5.1%	+22.4%	+11.4%	−15.0%	$61.0B
3	ALRND	NYLI U.S. Large Cap R&D Leaders ETFRead Desk	0.14%	0.34%	−0.8%	+7.8%	+9.9%	+20.8%	new	−13.4%	$416M

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.41%	−0.7%	+4.1%	+5.1%	+22.4%	+11.4%	−15.0%	$61.0B
3	ALRND	NYLI U.S. Large Cap R&D Leaders ETFRead Desk	0.14%	0.34%	−0.8%	+7.8%	+9.9%	+20.8%	new	−13.4%	$416M

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