LRND vs SCHV

ALRND

BSCHV

Measures won1–4SCHV wins · of 6 · 5Y

$10,000 · 5Y$16,751SCHV

Lowest cost0.04%SCHV · $4 on $10k

Most income1.78%SCHV · $178 on $10k

Smallest drop−6.9%SCHV · worst fall in 1Y

Held in common8.3%LRND and SCHV

LRND

SCHV

NYLI U.S. Large Cap R&D Leaders ETF · $416MSchwab U.S. Large-Cap Value ETF · $15.7B

+23.9%3 years · per year$19,018 · $18,218+22.1%

[…]5 years · per year[…] · $16,751+10.9%

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

0.33%12-mo yield$33 · $178 on $10k1.78%

−13.2%Worst dropSmaller wins−6.9%

18.0%VolatilityLower wins11.4%

1–4SCHV wins

$10,000 · 5 yearsOne scale

Shared top holdingsLRND · SCHV

1.9%CSCO1.3%

1.3%LRCX1.0%

1.4%AMGN0.8%

1.1%PEP0.6%

Held in common8.3%

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	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.78%	+1.7%	+20.4%	+24.5%	+22.1%	+10.9%	−6.9%	$15.7B
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%	$416M

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	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.78%	+1.7%	+20.4%	+24.5%	+22.1%	+10.9%	−6.9%	$15.7B
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%	$416M

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 SCHV

LRND

NYLI U.S. Large Cap R&D Leaders

[…]

SCHV

Schwab U.S. Large-Cap Value

$16,751

MeasureLRNDSCHV

Fee0.14%0.04%

Cost on $10k a year$14$4

Yield0.33%1.78%

5 years, per year[…]+10.9%

3 years, per year+23.9%+22.1%

Worst drop · 1Y−13.2%−6.9%

Volatility · 1Y18.0%11.4%

4–1measures won
SCHV first

8.3%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: LRND, SCHV

Today

8.3%most shared, LRND and SCHV

LRNDSCHV

LRND—8.3%

SCHV8.3%—

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

Income After Fees on $10,000

$174most kept, SCHV

SCHV$178 − $4 = $174

LRND$33 − $14 = $19

KeptFee

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