LFDR vs CGDV5YLFDRLFDRAvsBCGDVCGDVStone Ridge Trust - LifeX Durable Income ETF · $1MCapital Group Dividend Value ETF · $39.0BReturns · dividends in[…]3 years · per year[…] · $18,844+23.5%[…]5 years · per year[…]Cost and income0.25%Expense ratio$25 · $33 on $10k · lower wins0.33%5.84%12-mo yield$584 · $124 on $10k1.24%Risk · 1 year
$10,000 in LFDR, CGDV, DGRO5Y$10k startDGRO $17.1kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: LFDR, CGDV, DGROToday28.0%most shared, CGDV and DGROLFDRCGDVDGROLFDR—[…][…]CGDV[…]—28.0%DGRO[…]28.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
LFDR vs CGDV5YALFDRStone Ridge Trust - LifeX Durable Income[…]vsCGDVBCapital Group Dividend Value[…]MeasureLFDRCGDVFee0.25%0.33%Cost on $10k a year$25$33Yield5.84%1.24%5 years, per year[…][…]3 years, per year[…]+23.5%Worst drop · 1Y−11.1%−9.7%Volatility · 1Y8.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1DGROiShares Core Dividend Growth ETFReadDesk0.08%1.82%+0.2%+19.9%+21.1%+20.9%+11.3%−6.5%$46.0B2ALFDRStone Ridge Trust - LifeX Durable Income ETFReadDesk0.25%5.84%−0.4%−4.9%−6.7%newnew−11.1%$796K3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0BEnd-of-day Nov 13, 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▲▼1DGROiShares Core Dividend Growth ETFReadDesk0.08%1.82%+0.2%+19.9%+21.1%+20.9%+11.3%−6.5%$46.0B2ALFDRStone Ridge Trust - LifeX Durable Income ETFReadDesk0.25%5.84%−0.4%−4.9%−6.7%newnew−11.1%$796K3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.4%+12.3%+13.2%+23.5%new−9.7%$39.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+19.9%+16.0%+19.9%Year to date+16.0%1.8%Yield1.4%$46.0BAssets$109B2–0DGRO winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: LFDR, CGDV, DGROToday28.0%most shared, CGDV and DGROLFDRCGDVDGROLFDR—[…][…]CGDV[…]—28.0%DGRO[…]28.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$559most kept, LFDRLFDR$584 − $25 = $559DGRO$182 − $8 = $174CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee