Compare BCKT and CGDV

BCKT and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Stone Ridge Trust - Lifex 2030 Income Bucket ETFIncome · Dividend stocks0.25%26.42%+1.0%+1.7%[…][…]−1.1%1.6%$2M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BCKT 2025 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Stone Ridge Trust - Lifex 2030 Income Bucket ETF · $2M[…]

BCKT

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested

BCKTMeasureCGDV

+1.0%Year to dateJan 1 → Nov 4+14.6%

+1.7%1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $20,044+26.1%

[…]5 years · per year[…]

0.25%Expense ratio$25 · $33 a year on $10k · lower is better0.33%

26.42%Trailing 12-mo yield$2,642 · $122 a year on $10k1.22%

−1.1%Worst dropSmaller is better−9.7%

1.6%VolatilityLower is calmer12.6%

BCKTCGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2BCKT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BCKT vs CGDV: Top 5 Holdings

Today

BCKT

[…]in top 5

CGDV

in top 524.6%

BCKTStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

BCKT vs CGDV Returns, Every Period

1Y

Stone RidgeBCKT

+1.7%

past year

CGDVCapital Group

+17.5%

past year

BCKTCGDVFaded: behind in that period

0–2CGDV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BCKT vs CGDV

YTD

Stone RidgeBCKT

+1.0%

CGDVCapital Group

+14.6%

+1.0%Year to date+14.6%

−1.1%Worst drop · 1Y−9.7%

1.6%Volatility · 1Y12.6%

26.4%Yield1.2%

$2.3MAssets$38.8B

3–1BCKT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BCKT, CGDV

Today

0.25%lowest, BCKT

FundExpense ratioFee$10k

BCKT0.25%$25

CGDV0.33%$33

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BCKT, CGDV

1Y

26.42%highest, BCKT

FundTrailing yieldYield$10k

BCKT26.42%$2,642

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$2,617most kept, BCKT

BCKT$2,642 − $25 = $2,617

CGDV$122 − $33 = $89

KeptFee

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

Overlap: BCKT, CGDV

Today

[…]holdings […]

BCKTCGDV

BCKT—[…]

CGDV[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+17.5%CGDV, at 12.6% volatility

BCKTWorst drop−1.1%1.6% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BCKTCGDV

+1.0%Year to date+14.6%

26.4%Yield1.2%

+1.7%Past year+17.5%

0.25%Fee0.33%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026