LIBD vs SCHD

ALIBD

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · AGG $9,888

Lowest cost0.03%AGG · $3 on $10k

Most income4.15%AGG · $415 on $10k

Smallest drop−4.6%AGG · worst fall in 1Y

Held in common[…]LIBD and SCHD

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETF · $4MSchwab U.S. Dividend Equity ETF · $122B

[…]3 years · per year[…] · $17,062+19.5%

[…]5 years · per year[…] · $16,428+10.4%

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

3.95%12-mo yield$395 · $294 on $10k2.94%

Cards for this view

LIBD

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,428

MeasureLIBDSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield3.95%2.94%

5 years, per year[…]+10.4%

3 years, per year[…]+19.5%

Worst drop · 1Y−11.0%−6.9%

Volatility · 1Y8.4%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	0.0%	−0.7%	−0.4%	+4.6%	−0.2%	−4.6%	$139.1B
3	ALIBD	Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETFRead Desk	0.25%	3.95%	−1.5%	−4.3%	−6.1%	new	new	−11.0%	$4M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	0.0%	−0.7%	−0.4%	+4.6%	−0.2%	−4.6%	$139.1B
3	ALIBD	Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETFRead Desk	0.25%	3.95%	−1.5%	−4.3%	−6.1%	new	new	−11.0%	$4M

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