Compare · 4 funds side by side · dividends reinvested

LABD, JEPQ, CGDV and SCHD

LABDDirexion×JEPQJ.P. Morgan×CGDVCapital Group×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,459SCHD · best of the four

02 / 04

LABD, JEPQ, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.7

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 · JEPQ 2022 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

LABD

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested

LABDMeasureJEPQ

−68.1%Year to dateJan 1 → Nov 9+6.6%

−77.8%1 yearTotal return+9.2%

−68.9%3 years · per year$10,000 became $301 · $16,495+18.2%

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

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

6.99%Trailing 12-mo yield$699 · $1,239 a year on $10k12.39%

−80.6%Worst dropSmaller is better−11.5%

91.0%VolatilityLower is calmer16.9%

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

0–7JEPQ 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 JEPQ: Top 5 Holdings

Today

LABD

[…]in top 5

JEPQ

in top 528.6%

LABDStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

Held in common[…]

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

LABD vs JEPQ Returns, Every Period

DirexionLABD

−77.8%

past year

JEPQJ.P. Morgan

+9.2%

past year

LABDJEPQFaded: behind in that period

0–3JEPQ wins

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

Leveraged vs Income: LABD vs JEPQ

YTD

DirexionLABD

−68.1%

JEPQJ.P. Morgan

+6.6%

−68.1%Year to date+6.6%

−80.6%Worst drop · 1Y−11.5%

91.0%Volatility · 1Y16.9%

7.0%Yield12.4%

$85.7MAssets$40.7B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: LABD, JEPQ, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

JEPQ0.35%$35

LABD1.08%$108

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

Yields: LABD, JEPQ, CGDV, SCHD

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

LABD6.99%$699

SCHD2.96%$296

CGDV1.24%$124

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

LABD$699 − $108 = $591

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

KeptFee

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

Overlap: LABD, JEPQ, CGDV, SCHD

Today

29.0%most shared, JEPQ and CGDV

LABDJEPQCGDVSCHD

LABD—[…][…][…]

JEPQ[…]—29.0%3.8%

CGDV[…]29.0%—5.8%

SCHD[…]3.8%5.8%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% 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

JEPQSCHD

+6.6%Year to date+33.2%

12.4%Yield3.0%

+9.2%Past year+39.1%

0.35%Fee0.06%

3–1SCHD 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