LDDR vs CGDV

ALDDR

BCGDV

Measures won4–0LDDR wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.25%LDDR · $25 on $10k

Most income14.55%LDDR · $1,455 on $10k

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

Held in common[…]LDDR and CGDV

LDDR

CGDV

Stone Ridge Trust - LifeX 2035 Income Bucket ETF · $38MCapital Group Dividend Value ETF · $38.8B

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

[…]5 years · per year[…]

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

14.55%12-mo yield$1,455 · $123 on $10k1.23%

−5.3%Worst dropSmaller wins−9.7%

4.4%VolatilityLower wins12.6%

4–0LDDR wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsLDDR · CGDV

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

Held in common[…]

End-of-day Nov 3, 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	ALDDR	Stone Ridge Trust - LifeX 2035 Income Bucket ETFRead Desk		0.25%	14.55%	−1.3%	−1.7%	−1.2%	new	new	−5.3%	$38M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ALDDR	Stone Ridge Trust - LifeX 2035 Income Bucket ETFRead Desk		0.25%	14.55%	−1.3%	−1.7%	−1.2%	new	new	−5.3%	$38M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Cards for this view

LDDR vs CGDV

LDDR

Stone Ridge Trust - LifeX 2035 Income Bucket

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureLDDRCGDV

Fee0.25%0.33%

Cost on $10k a year$25$33

Yield14.55%1.23%

5 years, per year[…][…]

3 years, per year[…]+26.0%

Worst drop · 1Y−5.3%−9.7%

Volatility · 1Y4.4%12.6%

4–0measures won
LDDR first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: LDDR, CGDV

Today

[…]holdings […]

LDDRCGDV

LDDR—[…]

CGDV[…]—

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

Income After Fees on $10,000

$1,430most kept, LDDR

LDDR$1,455 − $25 = $1,430

CGDV$123 − $33 = $90

KeptFee

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