LRND vs SCHV

ALRND

BSCHV

Measures won1–4SCHV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SCHV $16,047

Lowest cost0.03%VOO · $3 on $10k

Most income1.85%SCHV · $185 on $10k

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

Held in common7.9%LRND and SCHV

LRND

SCHV

NYLI U.S. Large Cap R&D Leaders ETF · $401MSchwab U.S. Large-Cap Value ETF · $15.4B

+21.2%3 years · per year$17,784 · $17,361+20.2%

[…]5 years · per year[…] · $16,047+9.9%

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

0.35%12-mo yield$35 · $185 on $10k1.85%

−13.4%Worst dropSmaller wins−6.9%

18.9%VolatilityLower wins11.8%

1–4SCHV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRND · SCHV

1.8%CSCO1.3%

1.5%AMGN0.8%

1.1%LRCX0.8%

1.1%PEP0.7%

Held in common7.9%

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	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B
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	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B
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 SCHV

LRND

NYLI U.S. Large Cap R&D Leaders

[…]

SCHV

Schwab U.S. Large-Cap Value

$16,047

MeasureLRNDSCHV

Fee0.14%0.04%

Cost on $10k a year$14$4

Yield0.35%1.85%

5 years, per year[…]+9.9%

3 years, per year+21.2%+20.2%

Worst drop · 1Y−13.4%−6.9%

Volatility · 1Y18.9%11.8%

4–1measures won
SCHV first

7.9%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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, SCHV, VOO

Today

43.8%most shared, LRND and VOO

LRNDSCHVVOO

LRND—7.9%43.8%

SCHV7.9%—40.4%

VOO43.8%40.4%—

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

Income After Fees on $10,000

$181most kept, SCHV

SCHV$185 − $4 = $181

VOO$110 − $3 = $107

LRND$35 − $14 = $21

KeptFee

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