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SCHD vs LFAI

YTD

SCHDSchwabLFAIStone Ridge

Year to date

+34.9%

−3.6%

SCHD wins+38.5 pts

Past year

+37.5%

−4.5%

SCHD wins+42.0 pts

Fee

0.06%

0.25%

SCHD winslower fee

Yield

2.9%

7.1%

LFAI wins+4.2 pts

AUM

$124B

$4.2M

SCHD and LFAI · year-to-date · as of Nov 13, 2026 · AUM not scored

LFAI vs S&P 500

1M$140.45 · −0.3% last session

Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg + Add a fund

All 406 Dividend Stocks ETFs

YTD

#
1	SCHD	U.S. Dividend EquityRead Desk	0.06%	2.9%	+34.9%	+34.9%	$124B
2	VIG	Dividend AppreciationRead Desk	0.04%	1.4%	+16.0%	+16.0%	$116B
3	VYM	High Dividend YieldRead Desk	0.04%	2.2%
4		Read Desk	0.08%	1.8%
5		Read Desk	0.33%	1.2%
6		Read Desk	0.47%	0.9%
7		Read Desk	0.38%	3.3%
8		Read Desk	0.35%	2.3%
9		Read Desk	0.07%	3.6%
10		Read Desk	0.28%	1.2%
11		Read Desk	0.52%	6.1%
12		Read Desk	0.08%	3.1%
13		Read Desk	0.68%	14.9%
14		Read Desk	0.68%	12.0%
15		Read Desk	0.35%	1.9%
16		Read Desk	0.40%	5.7%

1–16 of 406

LFAI’s Peers

YTDDividend Stocks · 6 largest

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Versus	0.06%	2.9%	+0.5%	+34.9%	+37.5%	$124B
2	VIG	Vanguard Dividend Appreciation ETFRead Versus	0.04%	1.4%	0.0%	+16.0%	+16.3%	$116B
3	VYM	Vanguard High Dividend Yield ETFRead Versus	0.04%	2.2%
4		Read Versus	0.08%	1.8%
5		Read Versus	0.33%	1.2%
6		This fund	0.25%	7.1%

Cards for This View

LFAI’s Top 10 Holdings

Today

89.5%of LFAI sits in these 10

1UnitedUnited States Treasury Note/Bond 4.5% 02/15/2044

SCHD vs LFAI

YTD

SCHDSchwabLFAIStone Ridge

Year to date

+34.9%

−3.6%

SCHD wins+38.5 pts

Past year

+37.5%

−4.5%

SCHD wins+42.0 pts

Fee

0.06%

0.25%

SCHD winslower fee

Yield

2.9%

7.1%

LFAI wins

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SCHD vs LFAI

LFAI vs S&P 500

LFAI’s Holdings

All 406 Dividend Stocks ETFs

LFAI Payouts by Year

LFAI’s Peers

Cards for This View

LFAI’s Top 10 Holdings

SCHD vs LFAI

LFAI’s Holdings

LFAI vs Peer Average