Compare · 2 funds side by side · dividends reinvested

LIFT and SCHD

LIFTStone Ridge×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

LIFT and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.4

Stone Ridge Trust - Lifex 2028 Income Bucket ETFIncome · Dividend stocks0.25%53.56%−2.3%−1.6%[…][…]−4.0%4.4%$2M1.5

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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

LIFT

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested

LIFTMeasureSCHD

−2.3%Year to dateJan 1 → Nov 3+32.8%

−1.6%1 yearTotal return+37.6%

[…]3 years · per year$10,000 became […] · $17,784+21.2%

[…]5 years · per year$10,000 became […] · $16,352+10.3%

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

53.56%Trailing 12-mo yield$5,356 · $297 a year on $10k2.97%

−4.0%Worst dropSmaller is better−6.9%

4.4%VolatilityLower is calmer11.4%

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

3–3Level

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

More Ways to See the Pairs

LIFT vs SCHD: Top 5 Holdings

Today

LIFT

[…]in top 5

SCHD

in top 521.4%

LIFTStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common[…]

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

LIFT vs SCHD Returns, Every Period

Stone RidgeLIFT

−1.6%

past year

SCHDSchwab

+37.6%

past year

LIFTSCHDFaded: behind in that period

0–2SCHD wins

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

LIFT vs SCHD

YTD

Stone RidgeLIFT

−2.3%

SCHDSchwab

+32.8%

−2.3%Year to date+32.8%

−4.0%Worst drop · 1Y−6.9%

4.4%Volatility · 1Y11.4%

53.6%Yield3.0%

$1.9MAssets$121B

3–1LIFT wins

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

Cost, Income and Risk

Fees: LIFT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

LIFT0.25%$25

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

Yields: LIFT, SCHD

53.56%highest, LIFT

FundTrailing yieldYield$10k

LIFT53.56%$5,356

SCHD2.97%$297

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

Income After Fees on $10,000

$5,331most kept, LIFT

LIFT$5,356 − $25 = $5,331

SCHD$297 − $6 = $291

KeptFee

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

Overlap: LIFT, SCHD

Today

[…]holdings […]

LIFTSCHD

LIFT—[…]

SCHD[…]—

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

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

LIFTWorst drop−4.0%4.4% vol

SCHDWorst drop−6.9%11.4% vol

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

Paid More vs Made More

YTD

LIFTSCHD

−2.3%Year to date+32.8%

53.6%Yield3.0%

−1.6%Past year+37.6%

0.25%Fee0.06%

3–1SCHD wins

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