LFAW vs USOY5YLFAWLFAWAvsBUSOYUSOYStone Ridge Trust - LifeX 2060 Longevity Income ETF · $2MOil Enhanced Options Income ETF · $73MReturns · dividends in[…]3 years · per year[…][…]5 years · per year[…]Cost and income0.25%Expense ratio$25 · $112 on $10k · lower wins1.12%5.98%12-mo yield$598 · $5,614 on $10k56.14%Risk · 1 year
$10,000 in LFAW, USOY, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: LFAW, USOY, SCHDToday[…]holdings […]LFAWUSOYSCHDLFAW—[…][…]USOY[…]—[…]SCHD[…][…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
LFAW vs USOY5YALFAWStone Ridge Trust - LifeX 2060 Longevity Income[…]vsUSOYBOil Enhanced Options Income[…]MeasureLFAWUSOYFee0.25%1.12%Cost on $10k a year$25$112Yield5.98%56.14%5 years, per year[…][…]3 years, per year[…][…]Worst drop · 1Y−10.2%−25.5%Volatility · 1Y7.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2ALFAWStone Ridge Trust - LifeX 2060 Longevity Income ETFReadDesk0.25%5.98%0.0%−1.8%−2.9%newnew−10.2%$2M3BUSOYOil Enhanced Options Income ETFReadDesk1.12%56.14%−1.8%+53.4%+52.7%newnew−25.5%$73MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2ALFAWStone Ridge Trust - LifeX 2060 Longevity Income ETFReadDesk0.25%5.98%0.0%−1.8%−2.9%newnew−10.2%$2M3BUSOYOil Enhanced Options Income ETFReadDesk1.12%56.14%−1.8%+53.4%+52.7%newnew−25.5%$73MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: LFAW, USOY, SCHDToday[…]holdings […]LFAWUSOYSCHDLFAW—[…][…]USOY[…]—[…]SCHD[…][…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$5,502most kept, USOYUSOY$5,614 − $112 = $5,502LFAW$598 − $25 = $573SCHD$294 − $6 = $288KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee