LDDR vs VIG

ALDDR

BVIG

Measures won3–1LDDR wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income13.39%LDDR · $1,339 on $10k

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

Held in common[…]LDDR and VIG

LDDR

VIG

Stone Ridge Trust - LifeX 2035 Income Bucket ETF · $38MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,814+18.9%

[…]5 years · per year[…] · $16,331+10.3%

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

13.39%12-mo yield$1,339 · $149 on $10k1.49%

−5.3%Worst dropSmaller wins−7.9%

4.2%VolatilityLower wins10.8%

3–1LDDR wins

$10,000 · 5 yearsOne scale

Shared top holdingsLDDR · VIG

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

Held in common[…]

End-of-day Nov 5, 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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

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

Cards for this view

LDDR vs VIG

LDDR

Stone Ridge Trust - LifeX 2035 Income Bucket

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureLDDRVIG

Fee0.25%0.04%

Cost on $10k a year$25$4

Yield13.39%1.49%

5 years, per year[…]+10.3%

3 years, per year[…]+18.9%

Worst drop · 1Y−5.3%−7.9%

Volatility · 1Y4.2%10.8%

3–1measures won
LDDR first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: LDDR, VIG

Today

[…]holdings […]

LDDRVIG

LDDR—[…]

VIG[…]—

End-of-day Nov 5, 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

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee