SCHD vs LIBD

ASCHD

BLIBD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.89%LIBD · $389 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]SCHD and LIBD

SCHD

LIBD

Schwab U.S. Dividend Equity ETF · $120BStone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETF · $4M

+20.3%3 years · per year$17,414 · […][…]

+10.4%5 years · per year$16,375 · […][…]

0.06%Expense ratio$6 · $25 on $10k · lower wins0.25%

2.98%12-mo yield$298 · $389 on $10k3.89%

−6.9%Worst dropSmaller wins−11.0%

11.7%VolatilityLower wins8.3%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · LIBD

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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BLIBD	Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETFRead Desk		0.25%	3.89%	+0.2%	−2.8%	−5.0%	new	new	−11.0%	$4M

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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BLIBD	Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETFRead Desk		0.25%	3.89%	+0.2%	−2.8%	−5.0%	new	new	−11.0%	$4M

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

SCHD vs LIBD

SCHD

Schwab U.S. Dividend Equity

$16,375

LIBD

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income

[…]

MeasureSCHDLIBD

Fee0.06%0.25%

Cost on $10k a year$6$25

Yield2.98%3.89%

5 years, per year+10.4%[…]

3 years, per year+20.3%[…]

Worst drop · 1Y−6.9%−11.0%

Volatility · 1Y11.7%8.3%

2–2measures won
level

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: SCHD, LIBD

Today

[…]holdings […]

SCHDLIBD

SCHD—[…]

LIBD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$364most kept, LIBD

LIBD$389 − $25 = $364

SCHD$298 − $6 = $292

KeptFee

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