LIAM vs VGSH

ALIAM

BVGSH

Measures won1–3VGSH wins · of 6 · 5Y

$10,000 · 5Y$11,089VGSH

Lowest cost0.03%VGSH · $3 on $10k

Most income5.07%LIAM · $507 on $10k

Smallest drop−0.9%VGSH · worst fall in 1Y

Held in common[…]LIAM and VGSH

LIAM

VGSH

Stone Ridge Trust - LifeX 2055 Inflation-Protected Longevity Income ETF · $5MVanguard Short-Term Treasury ETF · $35.1B

[…]3 years · per year[…] · $11,318+4.2%

[…]5 years · per year[…] · $11,089+2.1%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

5.07%12-mo yield$507 · $378 on $10k3.78%

−9.0%Worst dropSmaller wins−0.9%

6.7%VolatilityLower wins1.3%

1–3VGSH wins

$10,000 · 5 yearsOne scale

Shared top holdingsLIAM · VGSH

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 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	BVGSH	Vanguard Short-Term Treasury ETFRead Desk		0.03%	3.78%	0.0%	+1.4%	+2.1%	+4.2%	+2.1%	−0.9%	$35.1B
2	ALIAM	Stone Ridge Trust - LifeX 2055 Inflation-Protected Longevity Income ETFRead Desk		0.25%	5.07%	−0.4%	−2.5%	−4.2%	new	new	−9.0%	$5M

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

Both

5Y2 funds

#			Trend
1	BVGSH	Vanguard Short-Term Treasury ETFRead Desk		0.03%	3.78%	0.0%	+1.4%	+2.1%	+4.2%	+2.1%	−0.9%	$35.1B
2	ALIAM	Stone Ridge Trust - LifeX 2055 Inflation-Protected Longevity Income ETFRead Desk		0.25%	5.07%	−0.4%	−2.5%	−4.2%	new	new	−9.0%	$5M

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

Cards for this view

LIAM vs VGSH

LIAM

Stone Ridge Trust - LifeX 2055 Inflation-Protected Longevity Income

[…]

VGSH

Vanguard Short-Term Treasury

$11,089

MeasureLIAMVGSH

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield5.07%3.78%

5 years, per year[…]+2.1%

3 years, per year[…]+4.2%

Worst drop · 1Y−9.0%−0.9%

Volatility · 1Y6.7%1.3%

3–1measures won
VGSH first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: LIAM, VGSH

Today

[…]holdings […]

LIAMVGSH

LIAM—[…]

VGSH[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$482most kept, LIAM

LIAM$507 − $25 = $482

VGSH$378 − $3 = $375

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee