LRND vs VIG

ALRND

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · VIG $16,638

Lowest cost0.03%VOO · $3 on $10k

Most income1.46%VIG · $146 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

+21.6%3 years · per year$17,997 · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

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

0.34%12-mo yield$34 · $146 on $10k1.46%

−13.4%Worst dropSmaller wins−7.9%

19.0%VolatilityLower wins11.0%

1–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRND · VIG

8.5%MSFT4.9%

10.6%AAPL4.9%

5.2%LLY4.1%

4.1%AVGO4.3%

Held in common25.9%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
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 VIG

LRND

NYLI U.S. Large Cap R&D Leaders

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureLRNDVIG

Fee0.14%0.04%

Cost on $10k a year$14$4

Yield0.34%1.46%

5 years, per year[…]+10.7%

3 years, per year+21.6%+18.8%

Worst drop · 1Y−13.4%−7.9%

Volatility · 1Y19.0%11.0%

4–1measures won
VIG first

25.9%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: LRND, VIG, VOO

Today

43.8%most shared, LRND and VOO

LRNDVIGVOO

LRND—25.9%43.8%

VIG25.9%—40.3%

VOO43.8%40.3%—

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

VOO$107 − $3 = $104

LRND$34 − $14 = $20

KeptFee

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