LDDR vs CGDV

ALDDR

BCGDV

Measures won4–0LDDR wins · of 6 · 5Y

$10,000 · 5Y$17,324VYM

Lowest cost0.04%VYM · $4 on $10k

Most income13.47%LDDR · $1,347 on $10k

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

Held in common[…]LDDR and CGDV

Stone Ridge Trust - LifeX 2035 Income Bucket ETF · $38MCapital Group Dividend Value ETF · $38.7B

[…]3 years · per year[…] · $19,001+23.9%

[…]5 years · per year[…]

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

13.47%12-mo yield$1,347 · $123 on $10k1.23%

Cards for this view

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

Yield13.47%1.23%

5 years, per year[…][…]

3 years, per year[…]+23.9%

Worst drop · 1Y−5.3%−9.7%

Volatility · 1Y4.2%

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.9%	+17.0%	+19.9%	+20.1%	+11.6%	−6.7%	$78.9B
2	ALDDR	Stone Ridge Trust - LifeX 2035 Income Bucket ETFRead Desk	0.25%	13.47%	−0.1%	−0.9%	−0.5%	new	new	−5.3%	$38M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+1.2%	+13.5%	+15.0%	+23.9%	new	−9.7%	$38.7B

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.9%	+17.0%	+19.9%	+20.1%	+11.6%	−6.7%	$78.9B
2	ALDDR	Stone Ridge Trust - LifeX 2035 Income Bucket ETFRead Desk	0.25%	13.47%	−0.1%	−0.9%	−0.5%	new	new	−5.3%	$38M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+1.2%	+13.5%	+15.0%	+23.9%	new	−9.7%	$38.7B

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