Compare · 2 funds side by side · dividends reinvested

LFAO and VYM

LFAOStone Ridge×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,742VYM · best of the two

02 / 04

LFAO and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.3

Stone Ridge Trust - LifeX 2055 Longevity Income ETFIncome · Dividend stocks0.25%6.43%−2.4%−3.2%[…][…]−9.4%7.2%$3M1.7

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: LFAO 2024 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Stone Ridge Trust - LifeX 2055 Longevity Income ETF · $3M[…]

LFAO

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,742

$10,000 five years ago, dividends reinvested

LFAOMeasureVYM

−2.4%Year to dateJan 1 → Nov 4+17.2%

−3.2%1 yearTotal return+21.2%

[…]3 years · per year$10,000 became […] · $17,970+21.6%

[…]5 years · per year$10,000 became […] · $17,742+12.2%

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

6.43%Trailing 12-mo yield$643 · $222 a year on $10k2.22%

−9.4%Worst dropSmaller is better−6.7%

7.2%VolatilityLower is calmer10.1%

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

2–4VYM wins

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

More Ways to See the Pairs

LFAO vs VYM: Top 5 Holdings

Today

LFAO

[…]in top 5

VYM

in top 518.2%

LFAOStockVYM

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 4, 2026 · share of each fund

LFAO vs VYM Returns, Every Period

Stone RidgeLFAO

−3.2%

past year

VYMVanguard

+21.2%

past year

LFAOVYMFaded: behind in that period

0–2VYM wins

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

LFAO vs VYM

YTD

Stone RidgeLFAO

−2.4%

VYMVanguard

+17.2%

−2.4%Year to date+17.2%

−9.4%Worst drop · 1Y−6.7%

7.2%Volatility · 1Y10.1%

6.4%Yield2.2%

$3.2MAssets$78.9B

2–2level

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

Cost, Income and Risk

Fees: LFAO, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

LFAO0.25%$25

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

Yields: LFAO, VYM

6.43%highest, LFAO

FundTrailing yieldYield$10k

LFAO6.43%$643

VYM2.22%$222

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

Income After Fees on $10,000

$618most kept, LFAO

LFAO$643 − $25 = $618

VYM$222 − $4 = $218

KeptFee

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

Overlap: LFAO, VYM

Today

[…]holdings […]

LFAOVYM

LFAO—[…]

VYM[…]—

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

Return vs Bumpiness: 2 ETFs

+21.2%VYM, at 10.1% volatility

LFAOWorst drop−9.4%7.2% vol

VYMWorst drop−6.7%10.1% vol

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

Paid More vs Made More

YTD

LFAOVYM

−2.4%Year to date+17.2%

6.4%Yield2.2%

−3.2%Past year+21.2%

0.25%Fee0.04%

3–1VYM wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026