LRND vs VV

ALRND

BVV

Measures won0–5VV wins · of 6 · 5Y

$10,000 · 5Y$17,789VV

Lowest cost0.03%VV · $3 on $10k

Most income1.02%VV · $102 on $10k

Smallest drop−9.2%VV · worst fall in 1Y

Held in common44.4%LRND and VV

LRND

NYLI U.S. Large Cap R&D Leaders ETF · $425MVanguard Morningstar Large-Cap ETF · $54.1B

+23.9%3 years · per year$19,018 · $19,258+24.4%

[…]5 years · per year[…] · $17,789+12.2%

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

0.33%12-mo yield$33 · $102 on $10k1.02%

−13.2%Worst dropSmaller wins−9.2%

18.0%VolatilityLower wins13.0%

0–5VV wins

$10,000 · 5 yearsOne scale

Shared top holdingsLRND · VV

16.6%NVDA8.1%

10.0%AAPL7.5%

8.1%MSFT5.9%

4.8%AMZN3.7%

Held in common44.4%

End-of-day Nov 4, 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	BVV	Vanguard Morningstar Large-Cap ETFRead Desk		0.03%	1.02%	+1.6%	+13.1%	+13.0%	+24.4%	+12.2%	−9.2%	$54.1B
2	ALRND	NYLI U.S. Large Cap R&D Leaders ETFRead Desk		0.14%	0.33%	+1.3%	+11.0%	+9.5%	+23.9%	new	−13.2%	$425M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVV	Vanguard Morningstar Large-Cap ETFRead Desk		0.03%	1.02%	+1.6%	+13.1%	+13.0%	+24.4%	+12.2%	−9.2%	$54.1B
2	ALRND	NYLI U.S. Large Cap R&D Leaders ETFRead Desk		0.14%	0.33%	+1.3%	+11.0%	+9.5%	+23.9%	new	−13.2%	$425M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LRND vs VV

LRND

NYLI U.S. Large Cap R&D Leaders

[…]

Vanguard Morningstar Large-Cap

$17,789

MeasureLRNDVV

Fee0.14%0.03%

Cost on $10k a year$14$3

Yield0.33%1.02%

5 years, per year[…]+12.2%

3 years, per year+23.9%+24.4%

Worst drop · 1Y−13.2%−9.2%

Volatility · 1Y18.0%13.0%

5–0measures won
VV first

44.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LRND, VV

Today

44.4%most shared, LRND and VV

LRNDVV

LRND—44.4%

VV44.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$99most kept, VV

VV$102 − $3 = $99

LRND$33 − $14 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee