LRND vs SCHG

ALRND

BSCHG

Measures won1–4SCHG wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SCHG $16,814

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common59.9%LRND and SCHG

LRND

SCHG

NYLI U.S. Large Cap R&D Leaders ETF · $401MSchwab U.S. Large-Cap Growth ETF · $59.1B

+21.2%3 years · per year$17,784 · $18,452+22.7%

[…]5 years · per year[…] · $16,814+11.0%

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

0.35%12-mo yield$35 · $42 on $10k0.42%

−13.4%Worst dropSmaller wins−15.0%

18.9%VolatilityLower wins17.8%

1–4SCHG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRND · SCHG

15.3%NVDA11.0%

10.8%AAPL12.6%

8.7%MSFT10.0%

5.2%AMZN6.4%

Held in common59.9%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.1B
3	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

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk	0.04%	0.42%	+1.0%	+1.9%	+0.9%	+22.7%	+11.0%	−15.0%	$59.1B
3	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

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 SCHG

LRND

NYLI U.S. Large Cap R&D Leaders

[…]

SCHG

Schwab U.S. Large-Cap Growth

$16,814

MeasureLRNDSCHG

Fee0.14%0.04%

Cost on $10k a year$14$4

Yield0.35%0.42%

5 years, per year[…]+11.0%

3 years, per year+21.2%+22.7%

Worst drop · 1Y−13.4%−15.0%

Volatility · 1Y18.9%17.8%

4–1measures won
SCHG first

59.9%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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$850B

0–0level

End-of-day Nov 6, 2026

Overlap: LRND, SCHG, VOO

Today

59.9%most shared, LRND and SCHG

LRNDSCHGVOO

LRND—59.9%43.8%

SCHG59.9%—59.3%

VOO43.8%59.3%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SCHG$42 − $4 = $38

LRND$35 − $14 = $21

KeptFee

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