BCKT vs VYM

ABCKT

BVYM

Measures won3–1BCKT wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM

Lowest cost0.04%VYM · $4 on $10k

Most income26.36%BCKT · $2,636 on $10k

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

Held in common[…]BCKT and VYM

BCKT

VYM

Stone Ridge Trust - Lifex 2030 Income Bucket ETF · $2MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,107+19.6%

[…]5 years · per year[…] · $16,941+11.1%

0.25%Expense ratio$25 · $4 on $10k · lower wins0.04%

26.36%12-mo yield$2,636 · $231 on $10k2.31%

−1.1%Worst dropSmaller wins−6.7%

1.6%VolatilityLower wins10.6%

3–1BCKT wins

$10,000 · 5 yearsOne scale

Shared top holdingsBCKT · VYM

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ABCKT	Stone Ridge Trust - Lifex 2030 Income Bucket ETFRead Desk		0.25%	26.36%	−0.1%	+1.2%	+2.0%	new	new	−1.1%	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ABCKT	Stone Ridge Trust - Lifex 2030 Income Bucket ETFRead Desk		0.25%	26.36%	−0.1%	+1.2%	+2.0%	new	new	−1.1%	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BCKT vs VYM

BCKT

Stone Ridge Trust - Lifex 2030 Income Bucket

[…]

VYM

Vanguard High Dividend Yield

$16,941

MeasureBCKTVYM

Fee0.25%0.04%

Cost on $10k a year$25$4

Yield26.36%2.31%

5 years, per year[…]+11.1%

3 years, per year[…]+19.6%

Worst drop · 1Y−1.1%−6.7%

Volatility · 1Y1.6%10.6%

3–1measures won
BCKT first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BCKT, VYM

Today

[…]holdings […]

BCKTVYM

BCKT—[…]

VYM[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,611most kept, BCKT

BCKT$2,636 − $25 = $2,611

VYM$231 − $4 = $227

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee