Compare · 4 funds side by side · dividends reinvested

LABD, JEPI, CGDV and VIG

LABDDirexion×JEPIJ.P. Morgan×CGDVCapital Group×VIGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,583VIG · best of the four

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

Story of the four · RiskSmallest drop

LABD, JEPI, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$38.8B2.4

Direxion Daily S&P Biotech Bear 3X ETFLeveraged · 3x1.08%6.75%−66.9%−77.3%−66.9%−46.6%−80.6%91.0%$64M3.6

Rank among the four1st → 4thFee, 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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

LABD

More Ways to See the Pairs

LABD vs CGDV: Top 5 Holdings

Today

LABD

[…]in top 5

CGDV

in top 524.3%

LABDStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.6%

not top 5AVGO4.4%

not top 5META4.2%

not top 5GE3.2%

Cost, Income and Risk

Fees: LABD, JEPI, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

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 Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested

LABDMeasureCGDV

−66.9%Year to dateJan 1 → Nov 10+12.1%

−77.3%1 yearTotal return+15.4%

−66.9%3 years · per year$10,000 became $364 · $18,754+23.3%

−46.6%5 years · per year$10,000 became $433 · […][…]

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

6.75%Trailing 12-mo yield$675 · $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 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 CGDV Returns, Every Period

1Y

DirexionLABD

−77.3%

past year

CGDVCapital Group

+15.4%

past year

LABDCGDVFaded: behind in that period

0–3CGDV 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, VIG

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

LABD6.75%$675

VIG1.46%$146

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

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

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

Overlap: LABD, JEPI, CGDV, VIG

Today

31.4%most shared, JEPI and VIG

LABDJEPICGDVVIG

LABD—[…][…][…]

JEPI[…]—27.3%31.4%

CGDV[…]27.3%—29.3%

VIG[…]31.4%29.3%—

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

Return vs Bumpiness: 4 ETFs

1Y

+17.8%VIG, at 11.0% volatility

JEPIWorst drop−6.7%9.0% 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 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVIG

+7.6%Year to date+15.1%

7.9%Yield1.5%

+10.6%Past year+17.8%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

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LABD, JEPI, CGDV and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four