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SCHD vs LFDR

YTD

SCHDSchwabLFDRStone Ridge

Year to date

+34.9%

−4.9%

SCHD wins+39.8 pts

Past year

+37.5%

−6.7%

SCHD wins+44.2 pts

Fee

0.06%

0.25%

SCHD winslower fee

Yield

2.9%

5.8%

LFDR wins+2.9 pts

AUM

LFDR vs S&P 500

YTD$171.24 · −0.4% 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%	$109B
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

LFDR’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%	$109B
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%	5.8%

Cards for This View

LFDR’s Top 10 Holdings

Today

96.0%of LFDR sits in these 10

1UnitedUnited States Treasury Note/Bond 5% 05/15/205649.05%

SCHD vs LFDR

YTD

SCHDSchwabLFDRStone Ridge

Year to date

+34.9%

−4.9%

SCHD wins+39.8 pts

Past year

+37.5%

−6.7%

SCHD wins+44.2 pts

Fee

0.06%

0.25%

SCHD winslower fee

Yield

2.9%

5.8%

LFDR wins

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SCHD vs LFDR

LFDR vs S&P 500

LFDR’s Holdings

All 406 Dividend Stocks ETFs

LFDR Payouts by Year

LFDR’s Peers

Cards for This View

LFDR’s Top 10 Holdings

SCHD vs LFDR

LFDR’s Holdings

LFDR vs Peer Average