LIAM vs SCHD

ALIAM

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,418SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income4.77%LIAM · $477 on $10k

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

Held in common[…]LIAM and SCHD

LIAM

SCHD

Stone Ridge Trust - LifeX 2055 Inflation-Protected Longevity Income ETF · $5MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,234+19.9%

[…]5 years · per year[…] · $16,418+10.4%

0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%

4.77%12-mo yield$477 · $293 on $10k2.93%

−9.0%

End-of-day Nov 11, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	ALIAM	Stone Ridge Trust - LifeX 2055 Inflation-Protected Longevity Income ETFRead Desk		0.25%	4.77%	−0.1%	−3.7%	−5.0%	new	new	−9.0%	$5M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	ALIAM	Stone Ridge Trust - LifeX 2055 Inflation-Protected Longevity Income ETFRead Desk		0.25%	4.77%	−0.1%	−3.7%	−5.0%	new	new	−9.0%	$5M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LIAM vs SCHD

LIAM

Stone Ridge Trust - LifeX 2055 Inflation-Protected Longevity Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureLIAMSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield4.77%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y6.8%

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LIAM vs SCHD

Both

Both

$10,000 in LIAM, SCHD

Overlap: LIAM, SCHD

LIAM vs SCHD

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: LIAM, SCHD

Income After Fees on $10,000