LIFT vs VYM

ALIFT

BVYM

Measures won3–1LIFT wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM

Lowest cost0.04%VYM · $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 VYM

LIFT

VYM

Stone Ridge Trust - Lifex 2028 Income Bucket ETF · $2MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $17,002+11.2%

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

49.36%12-mo yield$4,936 · $230 on $10k2.30%

−0.5%Worst dropSmaller wins−6.7%

1.3%VolatilityLower wins10.6%

3–1LIFT wins

$10,000 · 5 yearsOne scale

Shared top holdingsLIFT · VYM

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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 VYM

LIFT

Stone Ridge Trust - Lifex 2028 Income Bucket

[…]

VYM

Vanguard High Dividend Yield

$17,002

MeasureLIFTVYM

Fee0.25%0.04%

Cost on $10k a year$25$4

Yield49.36%2.30%

5 years, per year[…]+11.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−0.5%−6.7%

Volatility · 1Y1.3%10.6%

3–1measures won
LIFT first

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: LIFT, VYM

Today

[…]holdings […]

LIFTVYM

LIFT—[…]

VYM[…]—

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

VYM$230 − $4 = $226

KeptFee

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