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SCHD and LFAO · year-to-date · as of Nov 12, 2026 · AUM not scored
−3.7% S&P 500 +11.9% Dec 31, 2025 Nov 12, 2026 Return 1D 1M 3M YTD ▼ 1Y 3Y 5Y MAX
−1.1% +1.2% −1.5% −3.7% −4.8% — — −10.0%
−0.6% +0.5% −2.6% +9.8% +11.3% +55.4% +49.2% —
−0.3% −1.6% −2.2% +11.9% +12.1% +80.1% +73.9% +819.7%
Stone Ridge LFAO and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
United States United States Treasury Note/Bond 2.375% 11/15/2049 23.9%
United State 19.6%
United State 11.1%
United State 9.1%
United State 5.7%
United State 4.8%
United State 3.1%
United State 3.0%
United State 3.0%
United State 3.0%
United State 2.9%
United State 2.7%
United State 1.6%
United State 1.5%
Cash & Other 1.5%
United State 1.5%
First Americ
MSILF Govern
Unite
Unite
United States United States Treasury Note/Bond 2.375% 11/15/2049 23.9% United State 19.6% United State 11.1% United State 9.1% United State 5.7% United State 4.8% United State 3.1% United State 3.0% United State 3.0% United State 3.0% United State 2.9% Unite 12 more
Stone Ridge LFAO · 24 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 2055 Longevity Income ETF
−1.1%
−3.7%
−4.8%
$3.1M
#304 of 324 this year · #35 cheapest of 402 · sorted by assets
LFAO and its peer group · total return · as of Nov 12, 2026
23.85%
2 United United States Treasury Note/Bond 4.5% 02/15/2044 19.64%
3 United United States Treasury Note/Bond 4.625% 05/15/2054 11.08%
4 United United States Treasury Note/Bond 4.75% 02/15/2037 9.11%
5 United United States Treasury Note/Bond 5% 05/15/2056 5.72%
6 United United States Treasury Note/Bond 1.375% 11/15/2040 4.80%
7 United United States Treasury Note/Bond 3.875% 08/15/2034 3.05%
8 United United States Treasury Note/Bond 3.75% 08/31/2031 2.97%
9 United United States Treasury Note/Bond 3.625% 08/31/2030 2.96%
10 United United States Treasury Note/Bond 3.125% 08/31/2029 2.95%
Stone Ridge LFAO · weight in the fund · as of Nov 12, 2026
United States United States Treasury Note/Bond 2.375% 11/15/2049 23.9% United State 19.6% United State 11.1% United State 9.1% United State 5.7% United State 4.8% United State 3.1% United State 3.0% United State 3.0% United State 3.0% United State 2.9% United State 2.7% United State 1.6% United State 1.5% Cash & Other 1.5% United State 1.5% First Americ MSILF Govern Unite Unite
United States United States Treasury Note/Bond 2.375% 11/15/2049 23.9% United State 19.6% United State 11.1% United State 9.1% United State 5.7%
Stone Ridge LFAO · 24 holdings · top 22 shown · tile size = share of the fund · as of Nov 12, 2026
+3.6 pts
SCHD and LFAO · year-to-date · as of Nov 12, 2026 · AUM not scored
LFAO A vs B Peer average
1D −1.1% −0.6%
1M +1.2% +0.5%
3M −1.5% −2.6%
YTD −3.7% +9.8%
1Y −4.8% +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 4.8%
United State 3.1%
United State 3.0%
United State 3.0%
United State 3.0%
United State 2.9%
Unite
12 more