LIFT vs VTI5YLIFTLIFTAvsBVTIVTIStone Ridge Trust - Lifex 2028 Income Bucket ETF · $2MVanguard Morningstar Total Stock Market ETF · $689BReturns · dividends in[…]3 years · per year[…] · $17,823+21.2%[…]5 years · per year[…] · $16,585+10.6%Cost and income0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%49.46%12-mo yield$4,946 · $107 on $10k1.07%Risk · 1 year−0.5%End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.07%−0.2%+11.2%+13.2%+21.2%+10.6%−8.9%$689.2B2ALIFTStone Ridge Trust - Lifex 2028 Income Bucket ETFReadDesk0.25%49.46%−0.2%+1.8%+2.4%newnew−0.5%$2MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.07%−0.2%+11.2%+13.2%+21.2%+10.6%−8.9%$689.2B2ALIFTStone Ridge Trust - Lifex 2028 Income Bucket ETFReadDesk0.25%49.46%−0.2%+1.8%+2.4%newnew−0.5%$2MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in LIFT, VTI5Y$10k startVTI $16.6kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: LIFT, VTIToday[…]holdings […]LIFTVTILIFT—[…]VTI[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
LIFT vs VTI5YALIFTStone Ridge Trust - Lifex 2028 Income Bucket[…]vsVTIBVanguard Morningstar Total Stock Market$16,585MeasureLIFTVTIFee0.25%0.03%Cost on $10k a year$25$3Yield49.46%1.07%5 years, per year[…]+10.6%3 years, per year[…]+21.2%Worst drop · 1Y−0.5%−8.9%Volatility · 1Y1.3%
VTI vs ITOTYTDVanguardVTIVA+11.2%vsBiSITOTiShares+11.0%Jan 1Nov 10+11.2%+11.0%+11.2%Year to date+11.0%1.1%Yield1.0%$689BAssets$95.3B2–0VTI winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: LIFT, VTIToday[…]holdings […]LIFTVTILIFT—[…]VTI[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$4,921most kept, LIFTLIFT$4,946 − $25 = $4,921VTI$107 − $3 = $104KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee