LFDR vs CGDV

ALFDR

BCGDV

Measures won3–1LFDR wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income6.20%LFDR · $620 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]LFDR and CGDV

LFDR

CGDV

Stone Ridge Trust - LifeX Durable Income ETF · $1MCapital Group Dividend Value ETF · $39.5B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

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

6.20%12-mo yield$620 · $127 on $10k1.27%

−11.1%Worst dropSmaller wins−9.7%

8.4%VolatilityLower wins13.4%

3–1LFDR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLFDR · CGDV

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ALFDR	Stone Ridge Trust - LifeX Durable Income ETFRead Desk	0.25%	6.20%	−1.1%	−3.0%	−4.6%	new	new	−11.1%	$815K
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ALFDR	Stone Ridge Trust - LifeX Durable Income ETFRead Desk	0.25%	6.20%	−1.1%	−3.0%	−4.6%	new	new	−11.1%	$815K
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

LFDR vs CGDV

LFDR

Stone Ridge Trust - LifeX Durable Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureLFDRCGDV

Fee0.25%0.33%

Cost on $10k a year$25$33

Yield6.20%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−11.1%−9.7%

Volatility · 1Y8.4%13.4%

3–1measures won
LFDR 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%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: LFDR, CGDV, SCHD

Today

5.8%most shared, CGDV and SCHD

LFDRCGDVSCHD

LFDR—[…][…]

CGDV[…]—5.8%

SCHD[…]5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$595most kept, LFDR

LFDR$620 − $25 = $595

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

KeptFee

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