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ABCKT

BCGDV

Measures won4–0BCKT wins · of 6 · 5Y

$10,000 · 5Y$14,519JEPI

Lowest cost0.25%BCKT · $25 on $10k

Most income26.51%BCKT · $2,651 on $10k

Smallest drop−1.1%BCKT · worst fall in 1Y

Held in common[…]BCKT and CGDV

Stone Ridge Trust - Lifex 2030 Income Bucket ETF · $2MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $18,844+23.5%

[…]5 years · per year[…]

0.25%Expense ratio$25 · $33 on $10k · lower wins0.33%

26.51%12-mo yield$2,651 · $124 on $10k1.24%

Cards for this view

BCKT

Stone Ridge Trust - Lifex 2030 Income Bucket

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureBCKTCGDV

Fee0.25%0.33%

Cost on $10k a year$25$33

Yield26.51%1.24%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y−1.1%−9.7%

Volatility · 1Y1.6%

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.0B
2	ABCKT	Stone Ridge Trust - Lifex 2030 Income Bucket ETFRead Desk	0.25%	26.51%	0.0%	+0.6%	+1.1%	new	new	−1.1%	$2M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.4%	+12.3%	+13.2%	+23.5%	new	−9.7%	$39.0B

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1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.0B
2	ABCKT	Stone Ridge Trust - Lifex 2030 Income Bucket ETFRead Desk	0.25%	26.51%	0.0%	+0.6%	+1.1%	new	new	−1.1%	$2M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.4%	+12.3%	+13.2%	+23.5%	new	−9.7%	$39.0B