Compare · 2 funds side by side · dividends reinvested

BCKT and CGDV

BCKTStone Ridge×CGDVCapital Group×

Versus in desk

Story of the two · CostLowest cost

01 / 03

IWD−0.4%

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Portfolio

Story of the two · RiskSmallest drop

BCKT and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Stone Ridge Trust - Lifex 2030 Income Bucket ETFIncome · Dividend stocks0.25%26.47%+0.8%+1.3%[…][…]−1.1%1.6%$2M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$39.2B1.6

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

End-of-day Nov 12, 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 · $39.2B[…]

$10,000 five years ago, dividends reinvested

BCKTMeasureCGDV

+0.8%

More Ways to See the Pairs

BCKT vs CGDV: Top 5 Holdings

Today

BCKT

[…]in top 5

CGDV

in top 524.0%

BCKTStockCGDV

not top 5MSFT6.6%

not top 5NVDA5.3%

not top 5AVGO4.7%

not top 5META4.0%

not top 5ORCL3.3%

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 12, 2026 · fee on $10,000 a year

Yields: BCKT, CGDV

1Y

26.47%highest, BCKT

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to date

Jan 1 → Nov 12

+12.7%

+1.3%1 yearTotal return+13.9%

[…]3 years · per year$10,000 became […] · $18,895+23.6%

[…]5 years · per year[…]

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

26.47%Trailing 12-mo yield$2,647 · $124 a year on $10k1.24%

−1.1%Worst dropSmaller is better−9.7%

1.6%VolatilityLower is calmer13.5%

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

4–2BCKT wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

BCKT vs CGDV Returns, Every Period

1Y

Stone RidgeBCKT

+1.3%

past year

CGDVCapital Group

+13.9%

past year

BCKTCGDVFaded: behind in that period

0–2CGDV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

BCKT vs CGDV

YTD

Stone RidgeBCKT

+0.8%

CGDVCapital Group

+12.7%

+0.8%Year to date+12.7%

−1.1%Worst drop · 1Y−9.7%

1.6%Volatility · 1Y13.5%

26.5%Yield1.2%

$2.3MAssets$39.2B

3–1BCKT wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

BCKT26.47%$2,647

CGDV1.24%$124

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

Income After Fees on $10,000

1Y

$2,622most kept, BCKT

BCKT$2,647 − $25 = $2,622

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: BCKT, CGDV

Today

[…]holdings […]

BCKTCGDV

BCKT—[…]

CGDV[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.9%CGDV, at 13.5% volatility

BCKTWorst drop−1.1%1.6% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

BCKTCGDV

+0.8%Year to date+12.7%

26.5%Yield1.2%

+1.3%Past year+13.9%

0.25%Fee0.33%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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BCKT and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two