CGDV vs LDDR

ACGDV

BLDDR

Measures won0–4LDDR wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.25%LDDR · $25 on $10k

Most income13.37%LDDR · $1,337 on $10k

Smallest drop−5.3%LDDR · worst fall in 1Y

Held in common[…]CGDV and LDDR

CGDV

LDDR

Capital Group Dividend Value ETF · $37.9BStone Ridge Trust - LifeX 2035 Income Bucket ETF · $38M

+23.5%3 years · per year$18,840 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $25 on $10k · lower wins0.25%

1.27%12-mo yield$127 · $1,337 on $10k13.37%

−9.7%Worst dropSmaller wins−5.3%

13.4%VolatilityLower wins4.2%

0–4LDDR wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsCGDV · LDDR

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							5Y/yr
1	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B
2	BLDDR	Stone Ridge Trust - LifeX 2035 Income Bucket ETFRead Desk		0.25%	13.37%	−0.1%	−0.1%	+0.6%	new	new	−5.3%	$38M

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							5Y/yr
1	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B
2	BLDDR	Stone Ridge Trust - LifeX 2035 Income Bucket ETFRead Desk		0.25%	13.37%	−0.1%	−0.1%	+0.6%	new	new	−5.3%	$38M

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

CGDV vs LDDR

CGDV

Capital Group Dividend Value

[…]

LDDR

Stone Ridge Trust - LifeX 2035 Income Bucket

[…]

MeasureCGDVLDDR

Fee0.33%0.25%

Cost on $10k a year$33$25

Yield1.27%13.37%

5 years, per year[…][…]

3 years, per year+23.5%[…]

Worst drop · 1Y−9.7%−5.3%

Volatility · 1Y13.4%4.2%

4–0measures won
LDDR 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CGDV, LDDR

Today

[…]holdings […]

CGDVLDDR

CGDV—[…]

LDDR[…]—

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

Income After Fees on $10,000

$1,312most kept, LDDR

LDDR$1,337 − $25 = $1,312

CGDV$127 − $33 = $94

KeptFee

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