LRND vs VV

ALRND

BVV

Measures won0–5VV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VV $16,856

Lowest cost0.03%VV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common44.4%LRND and VV

LRND

NYLI U.S. Large Cap R&D Leaders ETF · $401MVanguard Morningstar Large-Cap ETF · $54.1B

+21.2%3 years · per year$17,784 · $18,153+22.0%

[…]5 years · per year[…] · $16,856+11.0%

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

0.35%12-mo yield$35 · $106 on $10k1.06%

−13.4%Worst dropSmaller wins−9.2%

18.9%VolatilityLower wins13.7%

0–5VV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRND · VV

15.3%NVDA8.1%

10.8%AAPL7.5%

8.7%MSFT5.9%

5.2%AMZN3.7%

Held in common44.4%

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	BVV	Vanguard Morningstar Large-Cap ETFRead Desk	0.03%	1.06%	+0.3%	+8.5%	+9.4%	+22.0%	+11.0%	−9.2%	$54.1B
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%	$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	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	BVV	Vanguard Morningstar Large-Cap ETFRead Desk	0.03%	1.06%	+0.3%	+8.5%	+9.4%	+22.0%	+11.0%	−9.2%	$54.1B
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%	$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 VV

LRND

NYLI U.S. Large Cap R&D Leaders

[…]

Vanguard Morningstar Large-Cap

$16,856

MeasureLRNDVV

Fee0.14%0.03%

Cost on $10k a year$14$3

Yield0.35%1.06%

5 years, per year[…]+11.0%

3 years, per year+21.2%+22.0%

Worst drop · 1Y−13.4%−9.2%

Volatility · 1Y18.9%13.7%

5–0measures won
VV first

44.4%

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

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

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

Overlap: LRND, VV, IVV

Today

90.4%most shared, VV and IVV

LRNDVVIVV

LRND—44.4%41.6%

VV44.4%—90.4%

IVV41.6%90.4%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VV$106 − $3 = $103

LRND$35 − $14 = $21

KeptFee

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