LIFT vs CGDV

ALIFT

BCGDV

Measures won4–0LIFT wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 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 · $37.9B

[…]3 years · per year[…] · $18,840+23.5%

[…]5 years · per year[…]

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

49.36%12-mo yield$4,936 · $127 on $10k1.27%

−0.5%Worst dropSmaller wins−9.7%

1.3%VolatilityLower wins13.4%

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 6, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ALIFT	Stone Ridge Trust - Lifex 2028 Income Bucket ETFRead Desk	0.25%	49.36%	0.0%	+2.0%	+2.8%	new	new	−0.5%	$2M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ALIFT	Stone Ridge Trust - Lifex 2028 Income Bucket ETFRead Desk	0.25%	49.36%	0.0%	+2.0%	+2.8%	new	new	−0.5%	$2M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 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%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y−0.5%−9.7%

Volatility · 1Y1.3%13.4%

4–0measures won
LIFT first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: LIFT, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

LIFTCGDVVIG

LIFT—[…][…]

CGDV[…]—29.4%

VIG[…]29.4%—

End-of-day Nov 6, 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

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee