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Markets / Income / LFAI / YTD▼ vs S&P 500▼ Versus Lines Size map Table Payouts Past year −4.1% S&P 500 +12.1% Versus peers #302 of 324 Peer average +9.8% Cost 0.25% #34 cheapest of 402 Income 7.1% $0.83 last November Risk 3/5 Deepest drop −7.8% · 1Y Year to date
SCHD wins +37.5 pts
Past year
SCHD wins +40.9 pts
SCHD and LFAI · year-to-date · as of Nov 12, 2026 · AUM not scored
−0.5% 0% −0.9% S&P 500 −0.3% Nov 11, 2026 Nov 12, 2026 Latest payout, Nov 2026
$0.83
a share · every month 7.1% yield
3 years added up$30.31 a share
$0.25 ’24 $20.90 ’25 $9.17 ’26 Stone Ridge LFAI · per-share distributions by ex-date · 2024–2026
LFAI’s Peers YTD Dividend Stocks · 6 largest Most assets Top YTD Best today Highest income Lowest fee
Cards for This View 89.5% of LFAI sits in these 10
1 United United States Treasury Note/Bond 4.5% 02/15/2044
Year to date
SCHD wins +37.5 pts
Past year
SCHD wins +40.9 pts
Markets / Income / LFAI · YTD · vs S&P 500 · Lines · 1D chart Export Share Save viewSCHD
29066.4× more
Return
1D ▼
1M
3M
YTD
1Y
3Y
5Y
MAX
Total return−0.9% +1.2% −1.6% −3.3% −4.1% — — −90.9%
Peer average−0.6% +0.5% −2.6% +9.8% +11.3% +55.4% +49.2% —
S&P 500 · VOO−0.3% −1.6% −2.2% +11.9% +12.1% +80.1% +73.9% +819.7%
Stone Ridge LFAI and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
United States United States Treasury Note/Bond 4.5% 02/15/2044 18.7%
United State 16.0%
United State 16.0%
United State 15.8%
United State 4.8%
United State 4.3%
United State 3.8%
United State 3.5%
United State 3.4%
United State 3.3%
United State 2.1%
United State 1.7%
United State 1.7%
United State 1.3%
Cash & Other 1.2%
Unite
Unite
First
United States United States Treasury Note/Bond 4.5% 02/15/2044 18.7% United State 16.0% United State 16.0% United State 15.8% United State 4.8% United State 4.3% United State 3.8% United State 3.5% United State 3.4% United State 3.3% United State 2.1% Unite 11 more
Stone Ridge LFAI · 23 holdings · top 22 shown · tile size = share of the fund · as of Nov 12, 2026
+17.1%
+17.1%
$78.9B
Core Dividend Growth
+19.6%
+19.6%
$45.9B
Capital Group Dividend Value
+12.7%
+12.7%
$39.2B
First Trust Rising Dividend Achievers
+15.5%
+15.5%
$25.9B
Select Dividend
+17.9%
+17.9%
$23.7B
State Street SPDR S&P Dividend
+19.6%
+19.6%
$22.7B
International High Dividend Yield
+16.6%
+16.6%
$21.4B
Flexible Income Active
+0.1%
+0.1%
$17.0B
WisdomTree U.S. Quality Dividend Growth
+11.0%
+11.0%
$16.6B
Core High Dividend
+29.6%
+29.6%
$16.5B
NEOS Nasdaq-100 High Income
+7.9%
+7.9%
$15.1B
Neos S&P 500(R) High Income
+10.8%
+10.8%
$12.7B
ProShares - S&P 500 Dividend Aristocrats
+18.2%
+18.2%
$12.3B
JPMorgan Income
+1.5%
+1.5%
$11.6B
Dividend Stocks · current AUM · as of Nov 12, 2026
+0.1%
+17.1%
+19.1%
$78.9B
iShares Core Dividend Growth ETF
−0.2%
+19.6%
+21.4%
$45.9B
Capital Group Dividend Value ETF
−0.7%
+12.7%
+13.9%
$39.2B
Stone Ridge Trust - LifeX 2050 Longevity Income ETF
−0.9%
−3.3%
−4.1%
$4.3M
#302 of 324 this year · #34 cheapest of 402 · sorted by assets
LFAI and its peer group · total return · as of Nov 12, 2026
18.71%
2 United United States Treasury Note/Bond 4.75% 02/15/2037 15.98%
3 United United States Treasury Note/Bond 2.375% 11/15/2049 15.97%
4 United United States Treasury Note/Bond 4.125% 08/15/2044 15.81%
5 United United States Treasury Note/Bond 3.125% 08/31/2029 4.77%
6 United United States Treasury Note/Bond 3.75% 08/31/2031 4.27%
7 United United States Treasury Note/Bond 3.625% 08/31/2030 3.79%
8 United United States Treasury Note/Bond 4.25% 03/31/2033 3.50%
9 United United States Treasury Note/Bond 2.75% 08/15/2032 3.39%
10 United United States Treasury Note/Bond 3.875% 08/15/2034 3.34%
Stone Ridge LFAI · weight in the fund · as of Nov 12, 2026
United States United States Treasury Note/Bond 4.5% 02/15/2044 18.7% United State 16.0% United State 16.0% United State 15.8% United State 4.8% United State 4.3% United State 3.8% United State 3.5% United State 3.4% United State 3.3% United State 2.1% United State 1.7% United State 1.7% United State 1.3% Cash & Other 1.2% Unite Unite First
United States United States Treasury Note/Bond 4.5% 02/15/2044 18.7% United State 16.0% United State 16.0% United State 15.8% United State 4.8%
Stone Ridge LFAI · 23 holdings · top 22 shown · tile size = share of the fund · as of Nov 12, 2026
+4.2 pts
SCHD and LFAI · year-to-date · as of Nov 12, 2026 · AUM not scored
LFAI A vs B Peer average
1D −0.9% −0.6%
1M +1.2% +0.5%
3M −1.6% −2.6%
YTD −3.3% +9.8%
1Y −4.1% +11.3%
3Y […] +55.4%
5Y […] +49.2%
2–3 Peer average wins
401 Dividend stocks peers · each row scaled to its leader
United State 4.3%
United State 3.8%
United State 3.5%
United State 3.4%
United State 3.3%
United State 2.1%
Unite
11 more