LFAO vs CGDV

ALFAO

BCGDV

Measures won4–0LFAO wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.25%LFAO · $25 on $10k

Most income6.43%LFAO · $643 on $10k

Smallest drop−9.4%LFAO · worst fall in 1Y

Held in common[…]LFAO and CGDV

LFAO

CGDV

Stone Ridge Trust - LifeX 2055 Longevity Income ETF · $3MCapital 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%

6.43%12-mo yield$643 · $122 on $10k1.22%

−9.4%Worst dropSmaller wins−9.7%

7.2%VolatilityLower wins12.6%

4–0LFAO wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsLFAO · 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

Both

5Y2 funds

#			Trend							5Y/yr
1	ALFAO	Stone Ridge Trust - LifeX 2055 Longevity Income ETFRead Desk		0.25%	6.43%	0.0%	−2.4%	−3.2%	new	new	−9.4%	$3M
2	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

Both

5Y2 funds

#			Trend							5Y/yr
1	ALFAO	Stone Ridge Trust - LifeX 2055 Longevity Income ETFRead Desk		0.25%	6.43%	0.0%	−2.4%	−3.2%	new	new	−9.4%	$3M
2	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

LFAO vs CGDV

LFAO

Stone Ridge Trust - LifeX 2055 Longevity Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureLFAOCGDV

Fee0.25%0.33%

Cost on $10k a year$25$33

Yield6.43%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y−9.4%−9.7%

Volatility · 1Y7.2%12.6%

4–0measures won
LFAO 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: LFAO, CGDV

Today

[…]holdings […]

LFAOCGDV

LFAO—[…]

CGDV[…]—

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

Income After Fees on $10,000

$618most kept, LFAO

LFAO$643 − $25 = $618

CGDV$122 − $33 = $89

KeptFee

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