LRND vs SCHV

ALRND

BSCHV

Measures won1–4SCHV wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · SCHV $16,303

Lowest cost0.04%SCHV · $4 on $10k

Most income1.81%SCHV · $181 on $10k

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

Held in common8.0%LRND and SCHV

LRND

SCHV

NYLI U.S. Large Cap R&D Leaders ETF · $406MSchwab U.S. Large-Cap Value ETF · $15.7B

+21.6%3 years · per year$17,997 · $17,373+20.2%

[…]5 years · per year[…] · $16,303+10.3%

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

0.34%12-mo yield$34 · $181 on $10k1.81%

−13.4%Worst dropSmaller wins−6.9%

19.0%VolatilityLower wins12.0%

1–4SCHV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRND · SCHV

1.8%CSCO1.2%

1.2%LRCX0.8%

1.4%AMGN0.8%

1.1%PEP0.6%

Held in common8.0%

End-of-day Nov 9, 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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.81%	+2.1%	+18.7%	+23.0%	+20.2%	+10.3%	−6.9%	$15.7B
3	ALRND	NYLI U.S. Large Cap R&D Leaders ETFRead Desk	0.14%	0.34%	+2.6%	+8.7%	+10.4%	+21.6%	new	−13.4%	$406M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.81%	+2.1%	+18.7%	+23.0%	+20.2%	+10.3%	−6.9%	$15.7B
3	ALRND	NYLI U.S. Large Cap R&D Leaders ETFRead Desk	0.14%	0.34%	+2.6%	+8.7%	+10.4%	+21.6%	new	−13.4%	$406M

End-of-day Nov 9, 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

$16,303

MeasureLRNDSCHV

Fee0.14%0.04%

Cost on $10k a year$14$4

Yield0.34%1.81%

5 years, per year[…]+10.3%

3 years, per year+21.6%+20.2%

Worst drop · 1Y−13.4%−6.9%

Volatility · 1Y19.0%12.0%

4–1measures won
SCHV first

8.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: LRND, SCHV, SPY

Today

43.0%most shared, SCHV and SPY

LRNDSCHVSPY

LRND—8.0%41.8%

SCHV8.0%—43.0%

SPY41.8%43.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, SCHV

SCHV$181 − $4 = $177

SPY$101 − $9 = $92

LRND$34 − $14 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee