LDDR vs CGDV

ALDDR

BCGDV

Measures won4–0LDDR wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income13.39%LDDR · $1,339 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 · $39.0B

[…]3 years · per year[…] · $20,044+26.1%

[…]5 years · per year[…]

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

13.39%12-mo yield$1,339 · $122 on $10k1.22%

−5.3%Worst dropSmaller wins−9.7%

4.2%VolatilityLower wins12.6%

4–0LDDR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLDDR · CGDV

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ALDDR	Stone Ridge Trust - LifeX 2035 Income Bucket ETFRead Desk	0.25%	13.39%	+0.3%	−0.3%	+0.3%	new	new	−5.3%	$38M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ALDDR	Stone Ridge Trust - LifeX 2035 Income Bucket ETFRead Desk	0.25%	13.39%	+0.3%	−0.3%	+0.3%	new	new	−5.3%	$38M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 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

Yield13.39%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y−5.3%−9.7%

Volatility · 1Y4.2%12.6%

4–0measures won
LDDR first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LDDR, CGDV, SCHD

Today

5.7%most shared, CGDV and SCHD

LDDRCGDVSCHD

LDDR—[…][…]

CGDV[…]—5.7%

SCHD[…]5.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,314most kept, LDDR

LDDR$1,339 − $25 = $1,314

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee