Compare · 4 funds side by side · dividends reinvested

LABD, CGDV, VIG and DGRO

LABDDirexion×CGDVCapital Group×VIGVanguard×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

LABD, CGDV, VIG and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.9

Direxion Daily S&P Biotech Bear 3X ETFLeveraged · 3x1.08%6.99%−68.1%−77.8%−68.9%−47.4%−80.6%91.0%$86M3.5

Rank among the four1st → 4thFee, 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 · VIG 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily S&P Biotech Bear 3X ETF · $86M$402

LABD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested

LABDMeasureVIG

−68.1%Year to dateJan 1 → Nov 9+14.8%

−77.8%1 yearTotal return+17.6%

−68.9%3 years · per year$10,000 became $301 · $16,775+18.8%

−47.4%5 years · per year$10,000 became $402 · $16,638+10.7%

1.08%Expense ratio$108 · $4 a year on $10k · lower is better0.04%

6.99%Trailing 12-mo yield$699 · $146 a year on $10k1.46%

−80.6%Worst dropSmaller is better−7.9%

91.0%VolatilityLower is calmer11.0%

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

1–7VIG 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 VIG: Top 5 Holdings

Today

LABD

[…]in top 5

VIG

in top 522.1%

LABDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

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

LABD vs VIG Returns, Every Period

DirexionLABD

−47.4%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

LABDVIGFaded: behind in that period

0–4VIG wins

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

Leveraged vs Income: LABD vs DGRO

YTD

DirexionLABD

−68.1%

DGROiShares

+18.8%

−68.1%Year to date+18.8%

−80.6%Worst drop · 1Y−6.5%

91.0%Volatility · 1Y10.3%

7.0%Yield1.8%

$85.7MAssets$45.5B

3–1DGRO wins

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

Cost, Income and Risk

Fees: LABD, CGDV, VIG, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

CGDV0.33%$33

LABD1.08%$108

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

Yields: LABD, CGDV, VIG, DGRO

6.99%highest, LABD

FundTrailing yieldYield$10k

LABD6.99%$699

DGRO1.84%$184

VIG1.46%$146

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

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

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

Overlap: LABD, CGDV, VIG, DGRO

Today

68.2%most shared, VIG and DGRO

LABDCGDVVIGDGRO

LABD—[…][…][…]

CGDV[…]—29.4%28.2%

VIG[…]29.4%—68.2%

DGRO[…]28.2%68.2%—

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

Return vs Bumpiness: 4 ETFs

+22.9%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

VIGWorst drop−7.9%11.0% vol

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

LABDDGRO

−68.1%Year to date+18.8%

7.0%Yield1.8%

−77.8%Past year+22.9%

1.08%Fee0.08%

3–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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