Compare · 2 funds side by side · dividends reinvested

LABD and CGDV

LABDDirexion×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$402LABD · best of the two

02 / 04

LABD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B1.1

Direxion Daily S&P Biotech Bear 3X ETFLeveraged · 3x1.08%6.99%−68.1%−77.8%−68.9%−47.4%−80.6%91.0%$86M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: LABD 2015 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily S&P Biotech Bear 3X ETF · $86M$301

LABD

CGDV

Capital Group Dividend Value ETF · $37.8B$18,934

$10,000 three years ago, dividends reinvested

LABDMeasureCGDV

−68.1%Year to dateJan 1 → Nov 9+12.1%

−77.8%1 yearTotal return+16.1%

−68.9%3 years · per year$10,000 became $301 · $18,934+23.7%

−47.4%5 years · per year$10,000 became $402 · […][…]

1.08%Expense ratio$108 · $33 a year on $10k · lower is better0.33%

6.99%Trailing 12-mo yield$699 · $124 a year on $10k1.24%

−80.6%Worst dropSmaller is better−9.7%

91.0%VolatilityLower is calmer13.5%

LABDCGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6CGDV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LABD vs CGDV: Top 5 Holdings

Today

LABD

[…]in top 5

CGDV

in top 524.2%

LABDStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.9%

not top 5META4.1%

not top 5AVGO4.0%

not top 5GE3.2%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

LABD vs CGDV Returns, Every Period

DirexionLABD

−77.8%

past year

CGDVCapital Group

+16.1%

past year

LABDCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: LABD vs CGDV

YTD

DirexionLABD

−68.1%

CGDVCapital Group

+12.1%

−68.1%Year to date+12.1%

−80.6%Worst drop · 1Y−9.7%

91.0%Volatility · 1Y13.5%

7.0%Yield1.2%

$85.7MAssets$37.8B

3–1CGDV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LABD, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

LABD1.08%$108

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LABD, CGDV

6.99%highest, LABD

FundTrailing yieldYield$10k

LABD6.99%$699

CGDV1.24%$124

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$591most kept, LABD

LABD$699 − $108 = $591

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: LABD, CGDV

Today

[…]holdings […]

LABDCGDV

LABD—[…]

CGDV[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.1%CGDV, at 13.5% volatility

CGDVWorst drop−9.7%13.5% vol

LABDWorst drop−80.6%91.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

LABDCGDV

−68.1%Year to date+12.1%

7.0%Yield1.2%

−77.8%Past year+16.1%

1.08%Fee0.33%

3–1CGDV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026