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SCHD vs LIFT

YTD

SCHDSchwabLIFTStone Ridge

Year to date

+34.9%

+1.7%

SCHD wins+33.3 pts

Past year

+37.5%

+2.3%

SCHD wins+35.2 pts

Fee

0.06%

0.25%

SCHD winslower fee

Yield

2.9%

49.5%

LIFT wins+46.6 pts

AUM

LIFT vs S&P 500

1W$20.20 · 0.0% last session

Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg + Add a fund

All 406 Dividend Stocks ETFs

#
1	SCHD	U.S. Dividend EquityRead Desk	0.06%	2.9%	+34.9%	+2.7%	$124B
2	VIG	Dividend AppreciationRead Desk	0.04%	1.4%	+16.0%	+3.5%	$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

LIFT’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%	49.5%

Cards for This View

LIFT’s Top 10 Holdings

Today

88.9%of LIFT sits in these 10

1UnitedUnited States Treasury Note/Bond 3.375% 09/15/2028

SCHD vs LIFT

YTD

SCHDSchwabLIFTStone Ridge

Year to date

+34.9%

+1.7%

SCHD wins+33.3 pts

Past year

+37.5%

+2.3%

SCHD wins+35.2 pts

Fee

0.06%

0.25%

SCHD winslower fee

Yield

2.9%

49.5%

LIFT wins

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SCHD vs LIFT

LIFT vs S&P 500

LIFT’s Holdings

All 406 Dividend Stocks ETFs

LIFT Payouts by Year

LIFT’s Peers

Cards for This View

LIFT’s Top 10 Holdings

SCHD vs LIFT

LIFT’s Holdings

LIFT vs Peer Average