LRND vs VTI

ALRND

BVTI

Measures won0–5VTI wins · of 6 · 5Y

$10,000 · 5Y$16,697VTI

Lowest cost0.03%VTI · $3 on $10k

Most income1.06%VTI · $106 on $10k

Smallest drop−8.9%VTI · worst fall in 1Y

Held in common39.8%LRND and VTI

LRND

VTI

NYLI U.S. Large Cap R&D Leaders ETF · $406MVanguard Morningstar Total Stock Market ETF · $689B

+21.6%3 years · per year$17,997 · $18,090+21.8%

[…]5 years · per year[…] · $16,697+10.8%

0.14%Expense ratio$14 · $3 on $10k · lower wins0.03%

0.34%12-mo yield$34 · $106 on $10k1.06%

−13.4%Worst dropSmaller wins−8.9%

19.0%VolatilityLower wins13.9%

0–5VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsLRND · VTI

15.5%NVDA7.1%

10.6%AAPL6.6%

8.5%MSFT5.2%

5.1%AMZN3.3%

Held in common39.8%

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	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 VTI

LRND

NYLI U.S. Large Cap R&D Leaders

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureLRNDVTI

Fee0.14%0.03%

Cost on $10k a year$14$3

Yield0.34%1.06%

5 years, per year[…]+10.8%

3 years, per year+21.6%+21.8%

Worst drop · 1Y−13.4%−8.9%

Volatility · 1Y19.0%13.9%

5–0measures won
VTI first

39.8%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI 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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: LRND, VTI

Today

39.8%most shared, LRND and VTI

LRNDVTI

LRND—39.8%

VTI39.8%—

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

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

LRND$34 − $14 = $20

KeptFee

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