Compare · 3 funds side by side · dividends reinvested

LIAE, SCHD and SGOV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeLIAE · 5.39% · $539 a year on $10k

Story of the three · RiskSmallest drop

LIAE, SCHD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.6

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.7%+4.5%+3.9%−0.0%0.2%$117B1.8

Stone Ridge Trust - LifeX 2050 Inflation-Protected Longevity Income ETFBonds & Cash · Treasuries0.25%5.39%−3.2%−3.9%[…][…]−7.7%5.8%$3M2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: LIAE 2024 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Stone Ridge Trust - LifeX 2050 Inflation-Protected Longevity Income ETF · $3M[…]

LIAE

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested

LIAE

More Ways to See the Pairs

LIAE vs SCHD: Top 5 Holdings

Today

LIAE

[…]in top 5

SCHD

in top 521.7%

LIAEStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: LIAE, SCHD, SGOV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

LIAE0.25%$25

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SCHD

−3.2%Year to dateJan 1 → Nov 11+34.6%

−3.9%1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

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

5.39%Trailing 12-mo yield$539 · $293 a year on $10k2.93%

−7.7%Worst dropSmaller is better−6.9%

5.8%VolatilityLower is calmer11.8%

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

2–4SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

LIAE vs SCHD Returns, Every Period

1Y

Stone RidgeLIAE

−3.9%

past year

SCHDSchwab

+39.3%

past year

LIAESCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

LIAE vs SGOV

YTD

Stone RidgeLIAE

−3.2%

SGOViShares

+3.2%

−3.2%Year to date+3.2%

−7.7%Worst drop · 1Y−0.0%

5.8%Volatility · 1Y0.2%

5.4%Yield3.6%

$3.2MAssets$117B

3–1SGOV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: LIAE, SCHD, SGOV

1Y

5.39%highest, LIAE

FundTrailing yieldYield$10k

LIAE5.39%$539

SGOV3.63%$363

SCHD2.93%$293

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$514most kept, LIAE

LIAE$539 − $25 = $514

SGOV$363 − $9 = $354

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: LIAE, SCHD, SGOV

Today

[…]holdings […]

LIAESCHDSGOV

LIAE—[…][…]

SCHD[…]—[…]

SGOV[…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SGOVWorst drop−0.0%0.2% vol

LIAEWorst drop−7.7%5.8% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

LIAESCHD

−3.2%Year to date+34.6%

5.4%Yield2.9%

−3.9%Past year+39.3%

0.25%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.3B

1–1level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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LIAE, SCHD and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: LIAE, SCHD, SGOV