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Save view, at the bottom, keeps this one here SCHX and LRND · year-to-date · as of Nov 11, 2026 · AUM not scored
Return1D1M3MYTD1Y3Y5YMAX
Total return+1.7%−8.4%−5.9%+9.7%+9.2%+78.8%—+86.8%
Peer average+1.2%−1.4%−1.8%+13.9%+15.2%+78.2%+69.2%—
S&P 500 · VOO+1.3%−2.4%−2.1%+12.3%+12.8%+81.3%+75.3%+822.8%
NY Life Investments LRND and Vanguard VOO · total return, dividends in · as of Nov 11, 2026
TechnologyCommunication ServicesHealthcareConsumer CyclicalConsumer DefensiveOther
NY Life Investments LRND · 107 holdings · tile size = share of the fund · as of Nov 11, 2026
+12.1%
−0.8%
$54.1B
Avantis U.S. Large Cap Value
+26.2%
−0.5%
$22.8B
U.S. Large-Cap Value
+19.9%
−0.4%
$15.7B
Goldman Sachs ActiveBeta U.S. Large Cap Equity
+10.8%
−0.9%
$14.9B
Fidelity Enhanced Large Cap Core
+13.1%
−1.1%
$8.7B
BNY Mellon US Large Cap Core Equity
+12.9%
−0.8%
$6.9B
Fidelity Enhanced Large Cap Growth
+0.1%
−1.4%
$5.4B
Fidelity Enhanced Large Cap Value
+27.7%
−0.4%
$3.7B
Goldman Sachs Equal Weight U.S. Large Cap Equity
+17.2%
+0.2%
$2.2B
Franklin U.S. Large Cap Multifactor
+11.6%
−0.5%
$2.1B
Dimensional Trust - Dimensional US Large Cap Core Equity Market
new
−0.9%
$1.7B
SEI QiM U.S. Large Cap Value Active
+21.9%
−0.3%
$1.6B
Avantis U.S. Large Cap Equity
+15.8%
−0.7%
$1.6B
SEI QiM U.S. Large Cap Momentum Active
+10.7%
+0.3%
$1.5B
US Large Cap · current AUM · as of Nov 11, 2026
+1.3%
+12.1%
+12.4%
$54.1B
Avantis U.S. Large Cap Value ETF
+1.0%
+26.2%
+31.0%
$22.8B
Schwab U.S. Large-Cap Value ETF
+0.9%
+19.9%
+22.7%
$15.7B
NYLI U.S. Large Cap R&D Leaders ETF
+1.7%
+9.7%
+9.2%
$416M
#24 of 26 this year · #15 cheapest of 29 · sorted by assets
LRND and its peer group · total return · as of Nov 12, 2026
8.42%
5LLYEli Lilly and Company5.36% 9AMDAdvanced Micro Devices3.97% 10PLTRPalantir Technologies1.83% NY Life Investments LRND · weight in the fund · as of Nov 11, 2026
NY Life Investments LRND · 107 holdings · tile size = share of the fund · as of Nov 11, 2026
SCHX wins
+0.7 pts
SCHX and LRND · year-to-date · as of Nov 11, 2026 · AUM not scored
LRNDAvsBPeer average
1D+1.7%+1.2%
1M−8.4%−1.4%
3M−5.9%−1.8%
YTD+9.7%+13.9%
1Y+9.2%+15.2%
3Y+78.8%+78.2%
5Y[…]+69.2%
2–4Peer average wins
28 US large cap peers · each row scaled to its leader
AMD4.0%
95 more
AMD4.0%
85 more
TechnologyCommunication ServicesHealthcareConsumer CyclicalConsumer DefensiveOther