LIFT vs CGDV

ALIFT

BCGDV

Measures won4–0LIFT wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income49.36%LIFT · $4,936 on $10k

Smallest drop−0.5%LIFT · worst fall in 1Y

Held in common[…]LIFT and CGDV

LIFT

CGDV

Stone Ridge Trust - Lifex 2028 Income Bucket ETF · $2MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $20,044+26.1%

[…]5 years · per year[…]

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

49.36%12-mo yield$4,936 · $122 on $10k1.22%

−0.5%Worst dropSmaller wins−9.7%

1.3%VolatilityLower wins12.6%

4–0LIFT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLIFT · CGDV

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

Held in common[…]

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ALIFT	Stone Ridge Trust - Lifex 2028 Income Bucket ETFRead Desk	0.25%	49.36%	+0.2%	+2.0%	+2.7%	new	new	−0.5%	$2M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ALIFT	Stone Ridge Trust - Lifex 2028 Income Bucket ETFRead Desk	0.25%	49.36%	+0.2%	+2.0%	+2.7%	new	new	−0.5%	$2M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LIFT vs CGDV

LIFT

Stone Ridge Trust - Lifex 2028 Income Bucket

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureLIFTCGDV

Fee0.25%0.33%

Cost on $10k a year$25$33

Yield49.36%1.22%

5 years, per year[…][…]

3 years, per year[…]+26.1%

Worst drop · 1Y−0.5%−9.7%

Volatility · 1Y1.3%12.6%

4–0measures won
LIFT first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LIFT, CGDV, SCHD

Today

5.7%most shared, CGDV and SCHD

LIFTCGDVSCHD

LIFT—[…][…]

CGDV[…]—5.7%

SCHD[…]5.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$4,911most kept, LIFT

LIFT$4,936 − $25 = $4,911

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee