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SCHD and LFAW · year-to-date · as of Nov 12, 2026 · AUM not scored
−4.1% S&P 500 +11.9% Dec 31, 2025 Nov 12, 2026 Return 1D 1M 3M YTD ▼ 1Y 3Y 5Y MAX
Total return−1.2% +1.3% −1.6% −4.1% −5.5% — — −10.9%
Peer average−0.6% +0.5% −2.6% +9.8% +11.3% +55.6% +49.5% —
S&P 500 · VOO−0.3% −1.6% −2.2% +11.9% +12.1% +80.1% +73.9% +819.7%
Stone Ridge LFAW and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
United States United States Treasury Note/Bond 5% 05/15/2056 32.8%
United State 20.4%
United State 11.7%
United State 6.2%
United State 5.0%
United State 3.1%
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%
First
MSILF
Unite
United States United States Treasury Note/Bond 5% 05/15/2056 32.8% United State 20.4% United State 11.7% United State 6.2% United State 5.0% United State 3.1% 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 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%
$38.7B
First Trust Rising Dividend Achievers
+15.5%
+15.5%
$25.6B
Select Dividend
+17.9%
+17.9%
$23.8B
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%
$17.1B
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%
$14.8B
Neos S&P 500(R) High Income
+10.8%
+10.8%
$12.6B
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%
$38.7B
Stone Ridge Trust - LifeX 2060 Longevity Income ETF
−1.2%
−4.1%
−5.5%
$2.4M
#305 of 323 this year · #36 cheapest of 401 · sorted by assets
LFAW and its peer group · total return · as of Nov 12, 2026
32.80%
2 United United States Treasury Note/Bond 2.375% 11/15/2049 20.36%
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 6.25%
5 United United States Treasury Note/Bond 1.375% 11/15/2040 4.99%
6 United United States Treasury Note/Bond 4.625% 11/15/2055 3.06%
7 United United States Treasury Note/Bond 3.875% 08/15/2034 2.62%
8 United United States Treasury Note/Bond 4.375% 07/31/2033 2.61%
9 United United States Treasury Note/Bond 3.75% 08/31/2031 2.40%
10 United United States Treasury Note/Bond 2.75% 08/15/2032 2.29%
Stone Ridge LFAW · weight in the fund · as of Nov 12, 2026
United States United States Treasury Note/Bond 5% 05/15/2056 32.8% United State 20.4% United State 11.7% United State 6.2% United State 5.0% United State 3.1% 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% First MSILF Unite
United States United States Treasury Note/Bond 5% 05/15/2056 32.8% United State 20.4% United State 11.7% United State 6.2% United State 5.0%
Stone Ridge LFAW · 20 holdings · tile size = share of the fund · as of Nov 12, 2026
+3.2 pts
SCHD and LFAW · year-to-date · as of Nov 12, 2026 · AUM not scored
LFAW A vs B Peer average
1D −1.2% −0.6%
1M +1.3% +0.5%
3M −1.6% −2.6%
YTD −4.1% +9.8%
1Y −5.5% +11.3%
3Y […] +55.6%
5Y […] +49.5%
2–3 Peer average wins
400 Dividend stocks peers · each row scaled to its leader
United State 3.1%
United State 2.6%
United State 2.6%
United State 2.4%
United State 2.3%
United State 2.3%
Unite
8 more