Compare · 3 funds side by side · dividends reinvested

LFDR, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

LFDR, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.9

Stone Ridge Trust - LifeX Durable Income ETFIncome · Dividend stocks0.25%6.20%−3.0%−4.6%[…][…]−11.1%8.4%$809K2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: LFDR 2024 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Stone Ridge Trust - LifeX Durable Income ETF · $809K[…]

LFDR

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested

LFDRMeasureSCHD

−3.0%Year to dateJan 1 → Nov 5+32.3%

−4.6%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

6.20%Trailing 12-mo yield$620 · $298 a year on $10k2.98%

−11.1%Worst dropSmaller is better−6.9%

8.4%VolatilityLower is calmer11.7%

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

2–4SCHD wins

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

More Ways to See the Pairs

LFDR vs SCHD: Top 5 Holdings

Today

LFDR

[…]in top 5

SCHD

in top 521.7%

LFDRStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

LFDR vs SCHD Returns, Every Period

Stone RidgeLFDR

−4.6%

past year

SCHDSchwab

+38.7%

past year

LFDRSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

LFDR vs SCHD

YTD

Stone RidgeLFDR

−3.0%

SCHDSchwab

+32.3%

−3.0%Year to date+32.3%

−11.1%Worst drop · 1Y−6.9%

8.4%Volatility · 1Y11.7%

6.2%Yield3.0%

$809KAssets$123B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LFDR, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

LFDR0.25%$25

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LFDR, SCHD, VOO

6.20%highest, LFDR

FundTrailing yieldYield$10k

LFDR6.20%$620

SCHD2.98%$298

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$595most kept, LFDR

LFDR$620 − $25 = $595

SCHD$298 − $6 = $292

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LFDR, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

LFDRSCHDVOO

LFDR—[…][…]

SCHD[…]—7.6%

VOO[…]7.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

LFDRWorst drop−11.1%8.4% vol

SCHDWorst drop−6.9%11.7% vol

VOOWorst drop−8.9%13.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

LFDRSCHD

−3.0%Year to date+32.3%

6.2%Yield3.0%

−4.6%Past year+38.7%

0.25%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026