Compare · 4 funds side by side · dividends reinvested

LABD, SCHD, CGDV and JEPI

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

LABD, SCHD, CGDV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.4

Direxion Daily S&P Biotech Bear 3X ETFLeveraged · 3x1.08%6.35%−64.9%−75.7%−68.2%−47.7%−80.6%90.5%$61M3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: LABD 2015 · SCHD 2011 · CGDV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily S&P Biotech Bear 3X ETF · $61M$391

LABD

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested

LABDMeasureSCHD

−64.9%Year to dateJan 1 → Nov 6+31.4%

−75.7%1 yearTotal return+37.0%

−68.2%3 years · per year$10,000 became $322 · $17,266+20.0%

−47.7%5 years · per year$10,000 became $391 · $16,267+10.2%

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

6.35%Trailing 12-mo yield$635 · $300 a year on $10k3.00%

−80.6%Worst dropSmaller is better−6.9%

90.5%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 6, 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 521.4%

LABDStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

LABD vs SCHD Returns, Every Period

DirexionLABD

−47.7%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

LABDSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: LABD vs JEPI

YTD

DirexionLABD

−64.9%

JEPIJ.P. Morgan

+5.3%

−64.9%Year to date+5.3%

−80.6%Worst drop · 1Y−6.7%

90.5%Volatility · 1Y8.8%

6.4%Yield8.1%

$60.6MAssets$46.8B

4–0JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LABD, SCHD, CGDV, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

JEPI0.35%$35

LABD1.08%$108

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LABD, SCHD, CGDV, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

LABD6.35%$635

SCHD3.00%$300

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

LABD$635 − $108 = $527

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LABD, SCHD, CGDV, JEPI

Today

27.1%most shared, CGDV and JEPI

LABDSCHDCGDVJEPI

LABD—[…][…][…]

SCHD[…]—5.9%8.2%

CGDV[…]5.9%—27.1%

JEPI[…]8.2%27.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

LABDWorst drop−80.6%90.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+5.3%Year to date+31.4%

8.1%Yield3.0%

+8.2%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026