SCHD vs LIFT
YTDYear to date
SCHD wins+29.4 pts
Past year
SCHD wins+34.2 pts
Fee
SCHD winslower fee
Yield
LIFT wins+46.4 pts
AUM
SCHD63634.2× more
3–1SCHD wins
SCHD and LIFT · year-to-date · as of Nov 7, 2026 · AUM not scored
LIFT vs S&P 500
3Y$20.26 · 0.0% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return0.0%+0.6%+0.8%+2.0%+2.8%——+3.2%
Peer average−0.1%−0.8%−2.9%+8.4%+11.3%+57.1%+48.7%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
Stone Ridge LIFT and Vanguard VOO · total return, dividends in · as of Nov 7, 2026
LIFT’s Holdings
TodayUnited States United States Treasury Note/Bond 3.375% 09/15/202815.0%United State13.9%United State13.6%United State10.4%United State7.3%United State7.2%United State6.9%United State5.6%United State4.8%First Americ4.2%MSILF Govern4.2%United State2.7%United State1.5%United State1.4%Cash
United States United States Treasury Note/Bond 3.375% 09/15/202815.0%United State13.9%United State13.6%United State10.4%United State7.3%United State7.2%United State6.9%United State5.6%United State4.8%First Americ4.2%MSILF Govern4.2%United State6 more
Stone Ridge LIFT · 18 holdings · tile size = share of the fund · as of Nov 6, 2026
All 402 Dividend Stocks ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | U.S. Dividend EquityReadDesk | 0.06% | 3.0% | +31.4% | +31.4% | $120B | |
| 2 | VIG | Dividend AppreciationReadDesk | 0.04% | 1.5% | +12.1% | +12.1% | $109B | |
| 3 | VYM | High Dividend YieldReadDesk | 0.04% | 2.3% | +12.8% | +12.8% | $78.9B | |
| 4 | DGRO | Core Dividend GrowthReadDesk | 0.08% | 1.9% | +16.6% | +16.6% | $44.7B | |
| 5 | CGDV | Capital Group Dividend ValueReadDesk | 0.33% | 1.3% | +9.6% | +9.6% | $37.9B | |
| 6 | RDVY | First Trust Rising Dividend AchieversReadDesk | 0.47% | 0.9% | +12.6% | +12.6% | $26.1B | |
| 7 | DVY | Select DividendReadDesk | 0.38% | 3.3% | +16.1% | +16.1% | $23.3B | |
| 8 | SDY | State Street SPDR S&P DividendReadDesk | 0.35% | 2.3% | +17.8% | +17.8% | $22.8B | |
| 9 | VYMI | International High Dividend YieldReadDesk | 0.07% | 3.7% | +14.8% | +14.8% | $21.4B | |
| 10 | BINC | Flexible Income ActiveReadDesk | 0.52% | 6.0% | +0.6% | +0.6% | $17.1B | |
| 11 | DGRW | WisdomTree U.S. Quality Dividend GrowthReadDesk | 0.28% | 1.3% | +8.8% | +8.8% | $16.9B | |
| 12 | HDV | Core High DividendReadDesk | 0.08% | 3.2% | +28.0% | +28.0% | $16.2B | |
| 13 | QQQI | NEOS Nasdaq-100 High IncomeReadDesk | 0.68% | 15.4% | +3.3% | +3.3% | $14.1B | |
| 14 | SPYI | Neos S&P 500(R) High IncomeReadDesk | 0.68% | 12.3% | +7.9% | +7.9% | $12.2B | |
| 15 | NOBL | ProShares - S&P 500 Dividend AristocratsReadDesk | 0.35% | 2.0% | +16.6% | +16.6% | $12.1B | |
| 16 | JPIE | JPMorgan IncomeReadDesk | 0.40% | 5.7% | +2.2% | +2.2% | $11.5B |
1–16 of 402Page 1 of 26
Dividend Stocks · current AUM · as of Nov 7, 2026
LIFT Payouts by Year
2YLatest payout, Nov 2026
$0.83
a share · every month
49.4% yield
49.4% yield
2 years added up
$11.67 a share
$11.67 a share
Stone Ridge LIFT · per-share distributions by ex-date · 2025–2026
LIFT’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab U.S. Dividend Equity ETFReadVersus | 0.06% | 3.0% | −0.7% | +31.4% | +37.0% | $120B | |
| 2 | VIG | Vanguard Dividend Appreciation ETFReadVersus | 0.04% | 1.5% | −0.4% | +12.1% | +14.3% | $109B | |
| 3 | VYM | Vanguard High Dividend Yield ETFReadVersus | 0.04% | 2.3% | −0.5% | +12.8% | +16.5% | $78.9B | |
| 4 | DGRO | iShares Core Dividend Growth ETFReadVersus | 0.08% | 1.9% | −0.6% | +16.6% | +20.3% | $44.7B | |
| 5 | CGDV | Capital Group Dividend Value ETFReadVersus | 0.33% | 1.3% | −0.1% | +9.6% | +12.9% | $37.9B | |
| 6 | LIFT | Stone Ridge Trust - Lifex 2028 Income Bucket ETFThis fund | 0.25% | 49.4% | 0.0% | +2.0% | +2.8% | $1.9M |
#243 of 324 this year · #31 cheapest of 402 · sorted by assetsOpen the Income table →
LIFT and its peer group · total return · as of Nov 7, 2026
Cards for This View
LIFT’s Top 10 Holdings
Today89.0%of LIFT sits in these 10
1UnitedUnited States Treasury Note/Bond 3.375% 09/15/202815.04%
2UnitedUnited States Treasury Note/Bond 3.625% 08/31/202713.94%
3UnitedUnited States Treasury Note/Bond 4.125% 06/30/202813.62%
4UnitedUnited States Treasury Note/Bond 3.875% 03/31/202810.43%
5UnitedUnited States Treasury Note/Bond 4.625% 06/15/20277.34%
6UnitedUnited States Treasury Note/Bond 4.5% 05/15/20277.18%
7UnitedUnited States Treasury Note/Bond 3.5% 09/30/20276.90%
8UnitedUnited States Treasury Note/Bond 3.5% 10/15/20285.63%
9UnitedUnited States Treasury Note/Bond 4.25% 12/31/20264.78%
10First First American Government Obligations Fund 12/01/20314.16%
Stone Ridge LIFT · weight in the fund · as of Nov 6, 2026
LIFT’s Holdings
TodayUnited States United States Treasury Note/Bond 3.375% 09/15/202815.0%United State13.9%United State13.6%United State10.4%United State7.3%United State7.2%United State6.9%United State5.6%United State4.8%First Americ4.2%MSILF Govern4.2%United State2.7%United State1.5%United State1.4%Cash
United States United States Treasury Note/Bond 3.375% 09/15/202815.0%United State13.9%United State13.6%United State10.4%United State7.3%United State7.2%United State6.9%United State5.6%United State4.8%First Americ4.2%MSILF Govern4.2%United State6 more
Stone Ridge LIFT · 18 holdings · tile size = share of the fund · as of Nov 6, 2026
LIFT vs Peer Average
YTDLIFTAvsBPeer average
1D0.0%−0.1%
1M+0.6%−0.8%
3M+0.8%−2.9%
YTD+2.0%+8.4%
1Y+2.8%+11.3%
3Y[…]+57.1%
5Y[…]+48.7%
3–2LIFT wins
401 Dividend stocks peers · each row scaled to its leader