Compare · 3 funds side by side · dividends reinvested

LABD, JEPQ and SCHD

LABDDirexion×JEPQJ.P. Morgan×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

LABD, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.9

Direxion Daily S&P Biotech Bear 3X ETFLeveraged · 3x1.08%5.88%−62.0%−74.5%−68.1%−46.5%−81.0%90.3%$62M2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: LABD 2015 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily S&P Biotech Bear 3X ETF · $62M$438

LABD

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested

LABDMeasureSCHD

−62.0%Year to dateJan 1 → Nov 5+32.3%

−74.5%1 yearTotal return+38.7%

−68.1%3 years · per year$10,000 became $326 · $17,414+20.3%

−46.5%5 years · per year$10,000 became $438 · $16,375+10.4%

1.08%Expense ratio$108 · $6 a year on $10k · lower is better0.06%

5.88%Trailing 12-mo yield$588 · $298 a year on $10k2.98%

−81.0%Worst dropSmaller is better−6.9%

90.3%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

LABD vs SCHD: Top 5 Holdings

Today

LABD

[…]in top 5

SCHD

in top 521.7%

LABDStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

LABD vs SCHD Returns, Every Period

DirexionLABD

−46.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

LABDSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: LABD vs JEPQ

YTD

DirexionLABD

−62.0%

JEPQJ.P. Morgan

+8.5%

−62.0%Year to date+8.5%

−81.0%Worst drop · 1Y−8.8%

90.3%Volatility · 1Y15.5%

5.9%Yield12.2%

$61.8MAssets$42.1B

4–0JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LABD, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

LABD1.08%$108

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LABD, JEPQ, SCHD

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

LABD5.88%$588

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

LABD$588 − $108 = $480

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LABD, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

LABDJEPQSCHD

LABD—[…][…]

JEPQ[…]—3.8%

SCHD[…]3.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−8.8%15.5% vol

LABDWorst drop−81.0%90.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+32.3%

12.2%Yield3.0%

+9.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026