Compare LIFT and CGDV

LIFT and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Stone Ridge Trust - Lifex 2028 Income Bucket ETFIncome · Dividend stocks0.25%53.56%−2.3%−1.6%[…][…]−4.0%4.4%$2M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.6

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: LIFT 2025 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Dividend Value ETF · $38.8B[…]

CGDV

LIFT

Stone Ridge Trust - Lifex 2028 Income Bucket ETF · $2M[…]

$10,000 five years ago, dividends reinvested

CGDVMeasureLIFT

+13.0%Year to dateJan 1 → Nov 3−2.3%

+16.1%1 yearTotal return−1.6%

+26.0%3 years · per year$10,000 became $19,988 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $25 a year on $10k · lower is better0.25%

1.23%Trailing 12-mo yield$123 · $5,356 a year on $10k53.56%

−9.7%Worst dropSmaller is better−4.0%

12.6%VolatilityLower is calmer4.4%

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

2–4LIFT wins

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

More Ways to See the Pairs

CGDV vs LIFT: Top 5 Holdings

Today

CGDV

24.1%in top 5

LIFT

in top 5[…]

CGDVStockLIFT

6.5%MSFTnot top 5

6.2%NVDAnot top 5

4.3%AVGOnot top 5

3.8%METAnot top 5

3.3%RTXnot top 5

Held in common[…]

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

CGDV vs LIFT Returns, Every Period

1Y

Capital GroupCGDV

+16.1%

past year

LIFTStone Ridge

−1.6%

past year

CGDVLIFTFaded: behind in that period

2–0CGDV wins

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

CGDV vs LIFT

YTD

Capital GroupCGDV

+13.0%

LIFTStone Ridge

−2.3%

+13.0%Year to date−2.3%

−9.7%Worst drop · 1Y−4.0%

12.6%Volatility · 1Y4.4%

1.2%Yield53.6%

$38.8BAssets$1.9M

3–1LIFT wins

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

Cost, Income and Risk

Fees: LIFT, CGDV

Today

0.25%lowest, LIFT

FundExpense ratioFee$10k

LIFT0.25%$25

CGDV0.33%$33

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

Yields: LIFT, CGDV

1Y

53.56%highest, LIFT

FundTrailing yieldYield$10k

LIFT53.56%$5,356

CGDV1.23%$123

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

Income After Fees on $10,000

1Y

$5,331most kept, LIFT

LIFT$5,356 − $25 = $5,331

CGDV$123 − $33 = $90

KeptFee

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

Overlap: LIFT, CGDV

Today

[…]holdings […]

LIFTCGDV

LIFT—[…]

CGDV[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+16.1%CGDV, at 12.6% volatility

LIFTWorst drop−4.0%4.4% vol

CGDVWorst drop−9.7%12.6% vol

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

Paid More vs Made More

YTD

LIFTCGDV

−2.3%Year to date+13.0%

53.6%Yield1.2%

−1.6%Past year+16.1%

0.25%Fee0.33%

2–2level

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