Compare · 3 funds side by side · dividends reinvested

LABD, SCHD and CGDV

LABDDirexion×SCHDSchwab×CGDVCapital Group×

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

02 / 04

LABD, SCHD and CGDV, 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%$120B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B2.0

Direxion Daily S&P Biotech Bear 3X ETFLeveraged · 3x1.08%6.35%−64.9%−75.7%−68.2%−47.7%−80.6%90.5%$56M2.6

Rank among the three1st → 3rdFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $37.9B[…]

CGDV

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

CGDVMeasureSCHD

+9.6%Year to dateJan 1 → Nov 6+31.4%

+12.9%1 yearTotal return+37.0%

+23.5%3 years · per year$10,000 became $18,840 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.33%Expense ratio$33 · $6 a year on $10k · lower is better0.06%

1.27%Trailing 12-mo yield$127 · $300 a year on $10k3.00%

−9.7%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.7%

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

1–6SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs SCHD: Top 5 Holdings

Today

CGDV

23.9%in top 5

SCHD

in top 521.4%

CGDVStockSCHD

7.0%MSFTnot top 5

5.7%NVDAnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

4.0%AVGOnot top 5

3.9%METAnot top 5

3.2%RTXnot top 5

Held in common5.9%

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

CGDV vs SCHD Returns, Every Period

Capital GroupCGDV

+12.9%

past year

SCHDSchwab

+37.0%

past year

CGDVSCHDFaded: behind in that period

1–2SCHD wins

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

Income vs Leveraged: CGDV vs LABD

YTD

Capital GroupCGDV

+9.6%

LABDDirexion

−64.9%

+9.6%Year to date−64.9%

−9.7%Worst drop · 1Y−80.6%

13.4%Volatility · 1Y90.5%

1.3%Yield6.4%

$37.9BAssets$55.6M

3–1CGDV wins

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

Cost, Income and Risk

Fees: LABD, SCHD, CGDV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

LABD1.08%$108

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

Yields: LABD, SCHD, CGDV

6.35%highest, LABD

FundTrailing yieldYield$10k

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

$527most kept, LABD

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

Today

5.9%most shared, SCHD and CGDV

LABDSCHDCGDV

LABD—[…][…]

SCHD[…]—5.9%

CGDV[…]5.9%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

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

LABDSCHD

−64.9%Year to date+31.4%

6.4%Yield3.0%

−75.7%Past year+37.0%

1.08%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026