LIFT vs VIG

ALIFT

BVIG

Measures won3–1LIFT wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

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 VIG

LIFT

VIG

Stone Ridge Trust - Lifex 2028 Income Bucket ETF · $2MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

0.25%Expense ratio$25 · $4 on $10k · lower wins0.04%

49.36%12-mo yield$4,936 · $144 on $10k1.44%

−0.5%Worst dropSmaller wins−7.9%

1.3%VolatilityLower wins10.2%

3–1LIFT wins

$10,000 · 5 yearsOne scale

Shared top holdingsLIFT · VIG

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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

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 VIG

LIFT

Stone Ridge Trust - Lifex 2028 Income Bucket

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureLIFTVIG

Fee0.25%0.04%

Cost on $10k a year$25$4

Yield49.36%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−0.5%−7.9%

Volatility · 1Y1.3%10.2%

3–1measures 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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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

Overlap: LIFT, VIG

Today

[…]holdings […]

LIFTVIG

LIFT—[…]

VIG[…]—

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

VIG$144 − $4 = $140

KeptFee

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