LIFT vs SPY

ALIFT

BSPY

Measures won3–1LIFT wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

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

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

Held in common[…]LIFT and SPY

LIFT

SPY

Stone Ridge Trust - Lifex 2028 Income Bucket ETF · $2MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.25%Expense ratio$25 · $9 on $10k · lower wins0.09%

49.36%12-mo yield$4,936 · $103 on $10k1.03%

−0.5%Worst dropSmaller wins−8.9%

1.3%VolatilityLower wins13.6%

3–1LIFT wins

$10,000 · 5 yearsOne scale

Shared top holdingsLIFT · SPY

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

Held in common[…]

End-of-day Nov 5, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ALIFT	Stone Ridge Trust - Lifex 2028 Income Bucket ETFRead Desk		0.25%	49.36%	0.0%	+2.0%	+2.7%	new	new	−0.5%	$2M

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ALIFT	Stone Ridge Trust - Lifex 2028 Income Bucket ETFRead Desk		0.25%	49.36%	0.0%	+2.0%	+2.7%	new	new	−0.5%	$2M

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

Cards for this view

LIFT vs SPY

LIFT

Stone Ridge Trust - Lifex 2028 Income Bucket

[…]

SPY

SPDR S&P 500

$17,099

MeasureLIFTSPY

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield49.36%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−0.5%−8.9%

Volatility · 1Y1.3%13.6%

3–1measures won
LIFT first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: LIFT, SPY

Today

[…]holdings […]

LIFTSPY

LIFT—[…]

SPY[…]—

End-of-day Nov 5, 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

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee