Compare · 3 funds side by side · dividends reinvested

LFAW, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

LFAW, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.9

Stone Ridge Trust - LifeX 2060 Longevity Income ETFIncome · Dividend stocks0.25%5.99%−2.0%−3.2%[…][…]−10.2%7.9%$2M2.3

Rank among the three1st → 3rdFee, 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: LFAW 2024 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Stone Ridge Trust - LifeX 2060 Longevity Income ETF · $2M[…]

LFAW

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested

LFAWMeasureSCHD

−2.0%Year to dateJan 1 → Nov 4+35.3%

−3.2%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.25%Expense ratio$25 · $6 a year on $10k · lower is better0.06%

5.99%Trailing 12-mo yield$599 · $291 a year on $10k2.91%

−10.2%Worst dropSmaller is better−6.9%

7.9%VolatilityLower is calmer11.5%

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

2–4SCHD wins

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

More Ways to See the Pairs

LFAW vs SCHD: Top 5 Holdings

Today

LFAW

[…]in top 5

SCHD

in top 521.6%

LFAWStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common[…]

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

LFAW vs SCHD Returns, Every Period

Stone RidgeLFAW

−3.2%

past year

SCHDSchwab

+41.6%

past year

LFAWSCHDFaded: behind in that period

0–2SCHD wins

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

LFAW vs SCHD

YTD

Stone RidgeLFAW

−2.0%

SCHDSchwab

+35.3%

−2.0%Year to date+35.3%

−10.2%Worst drop · 1Y−6.9%

7.9%Volatility · 1Y11.5%

6.0%Yield2.9%

$2.4MAssets$123B

2–2level

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

Cost, Income and Risk

Fees: LFAW, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

LFAW0.25%$25

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

Yields: LFAW, SCHD, VOO

5.99%highest, LFAW

FundTrailing yieldYield$10k

LFAW5.99%$599

SCHD2.91%$291

VOO1.05%$105

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

Income After Fees on $10,000

$574most kept, LFAW

LFAW$599 − $25 = $574

SCHD$291 − $6 = $285

VOO$105 − $3 = $102

KeptFee

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

Overlap: LFAW, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

LFAWSCHDVOO

LFAW—[…][…]

SCHD[…]—7.6%

VOO[…]7.6%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

LFAWWorst drop−10.2%7.9% vol

SCHDWorst drop−6.9%11.5% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

LFAWSCHD

−2.0%Year to date+35.3%

6.0%Yield2.9%

−3.2%Past year+41.6%

0.25%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026