Compare · 3 funds side by side · dividends reinvested

LABD, JEPI and CGDV

LABDDirexion×JEPIJ.P. Morgan×CGDVCapital Group×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,429JEPI · best of the three

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the three · RiskSmallest drop

LABD, JEPI and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$38.8B1.6

Direxion Daily S&P Biotech Bear 3X ETFLeveraged · 3x1.08%6.75%−66.9%−77.3%−66.9%−46.6%−80.6%91.0%$64M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: LABD 2015 · JEPI 2020 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Direxion Daily S&P Biotech Bear 3X ETF · $64M$433

LABD

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,429

$10,000 five years ago, dividends reinvested

LABDMeasure

More Ways to See the Pairs

LABD vs JEPI: Top 5 Holdings

Today

LABD

[…]in top 5

JEPI

in top 59.8%

LABDStockJEPI

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: LABD, JEPI, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

LABD1.08%$108

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

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

JEPI

−66.9%Year to dateJan 1 → Nov 10+7.6%

−77.3%1 yearTotal return+10.6%

−66.9%3 years · per year$10,000 became $364 · $13,634+10.9%

−46.6%5 years · per year$10,000 became $433 · $14,429+7.6%

1.08%Expense ratio$108 · $35 a year on $10k · lower is better0.35%

6.75%Trailing 12-mo yield$675 · $792 a year on $10k7.92%

−80.6%Worst dropSmaller is better−6.7%

91.0%VolatilityLower is calmer9.0%

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

0–8JEPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

LABD vs JEPI Returns, Every Period

5Y

DirexionLABD

−46.6%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

LABDJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: LABD vs JEPI

YTD

DirexionLABD

−66.9%

JEPIJ.P. Morgan

+7.6%

−66.9%Year to date+7.6%

−80.6%Worst drop · 1Y−6.7%

91.0%Volatility · 1Y9.0%

6.7%Yield7.9%

$64.3MAssets$46.6B

4–0JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: LABD, JEPI, CGDV

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

LABD6.75%$675

CGDV1.24%$124

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

LABD$675 − $108 = $567

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: LABD, JEPI, CGDV

Today

27.3%most shared, JEPI and CGDV

LABDJEPICGDV

LABD—[…][…]

JEPI[…]—27.3%

CGDV[…]27.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.4%CGDV, at 13.5% volatility

JEPIWorst drop−6.7%9.0% vol

CGDVWorst drop−9.7%13.5% vol

LABDWorst drop−80.6%91.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICGDV

+7.6%Year to date+12.1%

7.9%Yield1.2%

+10.6%Past year+15.4%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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LABD, JEPI and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: LABD, JEPI, CGDV