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SCHD and LFAW · year-to-date · as of Nov 13, 2026 · AUM not scored
−11.2% S&P 500 +37.7% Sep 16, 2024 Nov 13, 2026 Return 1D 1M 3M YTD 1Y 3Y ▼ 5Y MAX
Total return−0.4% −0.2% −1.4% −4.5% −6.0% — — −11.2%
Peer average−0.1% −0.3% −2.3% +9.8% +11.0% +56.0% +48.8% —
S&P 500 · VOO−0.4% −2.3% −2.1% +11.5% +11.6% +79.3% +72.7% +816.2%
Stone Ridge LFAW and Vanguard VOO · total return, dividends in · as of Nov 13, 2026
United States United States Treasury Note/Bond 5% 05/15/2056 32.7%
United State 20.3%
United State 11.7%
United State 6.3%
United State 5.0%
United State 3.0%
United State 2.6%
United State 2.6%
United State 2.4%
United State 2.3%
United State 2.3%
United State 1.9%
Cash & Other 1.8%
United State 1.7%
United State 1.7%
MSILF
First
Unite
United States United States Treasury Note/Bond 5% 05/15/2056 32.7% United State 20.3% United State 11.7% United State 6.3% United State 5.0% United State 3.0% United State 2.6% United State 2.6% United State 2.4% United State 2.3% United State 2.3% Unite 8 more
Stone Ridge LFAW · 20 holdings · tile size = share of the fund · as of Nov 13, 2026
+17.0%
+17.0%
$78.9B
Core Dividend Growth
+19.9%
+19.9%
$46.0B
Capital Group Dividend Value
+12.3%
+12.3%
$39.0B
First Trust Rising Dividend Achievers
+15.4%
+15.4%
$25.8B
Select Dividend
+18.7%
+18.7%
$23.8B
State Street SPDR S&P Dividend
+20.2%
+20.2%
$22.6B
International High Dividend Yield
+17.0%
+17.0%
$21.4B
WisdomTree U.S. Quality Dividend Growth
+10.9%
+10.9%
$17.5B
Flexible Income Active
0.0%
0.0%
$17.2B
Core High Dividend
+30.6%
+30.6%
$16.6B
NEOS Nasdaq-100 High Income
+6.8%
+6.8%
$15.0B
Neos S&P 500(R) High Income
+10.4%
+10.4%
$12.7B
ProShares - S&P 500 Dividend Aristocrats
+18.9%
+18.9%
$12.3B
JPMorgan Income
+1.4%
+1.4%
$11.5B
Dividend Stocks · current AUM · as of Nov 13, 2026
−0.1%
+17.0%
+18.3%
$78.9B
iShares Core Dividend Growth ETF
+0.2%
+19.9%
+21.1%
$46.0B
Capital Group Dividend Value ETF
−0.4%
+12.3%
+13.2%
$39.0B
Stone Ridge Trust - LifeX 2060 Longevity Income ETF
−0.4%
−4.5%
−6.0%
$2.4M
#306 of 324 this year · #36 cheapest of 406 · sorted by assets
LFAW and its peer group · total return · as of Nov 13, 2026
32.73%
2 United United States Treasury Note/Bond 2.375% 11/15/2049 20.31%
3 United United States Treasury Note/Bond 4.5% 02/15/2044 11.68%
4 United United States Treasury Note/Bond 4.75% 02/15/2037 6.26%
5 United United States Treasury Note/Bond 1.375% 11/15/2040 4.98%
6 United United States Treasury Note/Bond 4.625% 11/15/2055 3.05%
7 United United States Treasury Note/Bond 3.875% 08/15/2034 2.63%
8 United United States Treasury Note/Bond 4.375% 07/31/2033 2.62%
9 United United States Treasury Note/Bond 3.75% 08/31/2031 2.42%
10 United United States Treasury Note/Bond 2.75% 08/15/2032 2.30%
Stone Ridge LFAW · weight in the fund · as of Nov 13, 2026
United States United States Treasury Note/Bond 5% 05/15/2056 32.7% United State 20.3% United State 11.7% United State 6.3% United State 5.0% United State 3.0% United State 2.6% United State 2.6% United State 2.4% United State 2.3% United State 2.3% United State 1.9% Cash & Other 1.8% United State 1.7% United State 1.7% MSILF First Unite
United States United States Treasury Note/Bond 5% 05/15/2056 32.7% United State 20.3% United State 11.7% United State 6.3% United State 5.0%
Stone Ridge LFAW · 20 holdings · tile size = share of the fund · as of Nov 13, 2026
+3.2 pts
SCHD and LFAW · year-to-date · as of Nov 13, 2026 · AUM not scored
LFAW A vs B Peer average
1D −0.4% −0.1%
1M −0.2% −0.3%
3M −1.4% −2.3%
YTD −4.5% +9.8%
1Y −6.0% +11.0%
3Y […] +56.0%
5Y […] +48.8%
2–3 Peer average wins
405 Dividend stocks peers · each row scaled to its leader
United State 3.0%
United State 2.6%
United State 2.6%
United State 2.4%
United State 2.3%
United State 2.3%
Unite
8 more