Compare · 2 funds side by side · dividends reinvested

BCKT and VYM

BCKTStone Ridge×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,305VYM · best of the two

02 / 04

BCKT and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.8%+19.0%+21.5%+11.6%−6.7%10.0%$78.9B1.4

Stone Ridge Trust - Lifex 2030 Income Bucket ETFIncome · Dividend stocks0.25%28.61%−1.2%−0.5%[…][…]−2.1%2.7%$2M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: BCKT 2025 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

BCKT

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,305

$10,000 five years ago, dividends reinvested

BCKTMeasureVYM

−1.2%Year to dateJan 1 → Nov 3+15.8%

−0.5%1 yearTotal return+19.0%

[…]3 years · per year$10,000 became […] · $17,952+21.5%

[…]5 years · per year$10,000 became […] · $17,305+11.6%

0.25%Expense ratio$25 · $4 a year on $10k · lower is better0.04%

28.61%Trailing 12-mo yield$2,861 · $225 a year on $10k2.25%

−2.1%Worst dropSmaller is better−6.7%

2.7%VolatilityLower is calmer10.0%

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

3–3Level

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

More Ways to See the Pairs

BCKT vs VYM: Top 5 Holdings

Today

BCKT

[…]in top 5

VYM

in top 518.2%

BCKTStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

BCKT vs VYM Returns, Every Period

Stone RidgeBCKT

−0.5%

past year

VYMVanguard

+19.0%

past year

BCKTVYMFaded: behind in that period

0–2VYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BCKT vs VYM

YTD

Stone RidgeBCKT

−1.2%

VYMVanguard

+15.8%

−1.2%Year to date+15.8%

−2.1%Worst drop · 1Y−6.7%

2.7%Volatility · 1Y10.0%

28.6%Yield2.3%

$2.3MAssets$78.9B

3–1BCKT wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BCKT, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

BCKT0.25%$25

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BCKT, VYM

28.61%highest, BCKT

FundTrailing yieldYield$10k

BCKT28.61%$2,861

VYM2.25%$225

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,836most kept, BCKT

BCKT$2,861 − $25 = $2,836

VYM$225 − $4 = $221

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BCKT, VYM

Today

[…]holdings […]

BCKTVYM

BCKT—[…]

VYM[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.0%VYM, at 10.0% volatility

BCKTWorst drop−2.1%2.7% vol

VYMWorst drop−6.7%10.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BCKTVYM

−1.2%Year to date+15.8%

28.6%Yield2.3%

−0.5%Past year+19.0%

0.25%Fee0.04%

3–1VYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026