Compare · 3 funds side by side · dividends reinvested

LABD, SCHD and JEPI

LABDDirexion×SCHDSchwab×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

LABD, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.6

Direxion Daily S&P Biotech Bear 3X ETFLeveraged · 3x1.08%7.07%−68.4%−77.8%−70.4%−49.5%−81.0%88.4%$62M2.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: LABD 2015 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily S&P Biotech Bear 3X ETF · $62M$328

LABD

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested

LABDMeasureSCHD

−68.4%Year to dateJan 1 → Nov 4+35.3%

−77.8%1 yearTotal return+41.6%

−70.4%3 years · per year$10,000 became $258 · $17,908+21.4%

−49.5%5 years · per year$10,000 became $328 · $16,881+11.0%

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

7.07%Trailing 12-mo yield$707 · $291 a year on $10k2.91%

−81.0%Worst dropSmaller is better−6.9%

88.4%VolatilityLower is calmer11.5%

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

1–7SCHD wins

End-of-day Nov 4, 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 521.6%

LABDStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

LABD vs SCHD Returns, Every Period

DirexionLABD

−49.5%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

LABDSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: LABD vs JEPI

YTD

DirexionLABD

−68.4%

JEPIJ.P. Morgan

+8.8%

−68.4%Year to date+8.8%

−81.0%Worst drop · 1Y−6.7%

88.4%Volatility · 1Y8.1%

7.1%Yield7.8%

$61.8MAssets$46.1B

4–0JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LABD, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

LABD1.08%$108

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LABD, SCHD, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

LABD7.07%$707

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

LABD$707 − $108 = $599

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LABD, SCHD, JEPI

Today

8.2%most shared, SCHD and JEPI

LABDSCHDJEPI

LABD—[…][…]

SCHD[…]—8.2%

JEPI[…]8.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

JEPIWorst drop−6.7%8.1% vol

SCHDWorst drop−6.9%11.5% vol

LABDWorst drop−81.0%88.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.8%Year to date+35.3%

7.8%Yield2.9%

+11.9%Past year+41.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026