LRND vs VIG

ALRND

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VIG $16,243

Lowest cost0.03%IVV · $3 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common25.9%LRND and VIG

LRND

VIG

NYLI U.S. Large Cap R&D Leaders ETF · $406MVanguard Dividend Appreciation ETF · $109B

+21.2%3 years · per year$17,784 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

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

0.35%12-mo yield$35 · $150 on $10k1.50%

−13.4%Worst dropSmaller wins−7.9%

18.9%VolatilityLower wins10.8%

1–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRND · VIG

8.7%MSFT4.9%

10.8%AAPL4.9%

4.1%AVGO4.3%

5.0%LLY4.1%

Held in common25.9%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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%	$406M

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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%	$406M

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 VIG

LRND

NYLI U.S. Large Cap R&D Leaders

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureLRNDVIG

Fee0.14%0.04%

Cost on $10k a year$14$4

Yield0.35%1.50%

5 years, per year[…]+10.2%

3 years, per year+21.2%+18.6%

Worst drop · 1Y−13.4%−7.9%

Volatility · 1Y18.9%10.8%

4–1measures won
VIG first

25.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM 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$853B

0–0level

End-of-day Nov 6, 2026

Overlap: LRND, VIG, IVV

Today

42.8%most shared, VIG and IVV

LRNDVIGIVV

LRND—25.9%41.6%

VIG25.9%—42.8%

IVV41.6%42.8%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

IVV$114 − $3 = $111

LRND$35 − $14 = $21

KeptFee

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