Compare · 4 funds side by side · dividends reinvested

LABD, SCHD, VIG and JEPI

LABDDirexion×SCHDSchwab×VIGVanguard×JEPIJ.P. Morgan×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,653VIG · best of the four

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

LABD, SCHD, VIG and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B2.3

Direxion Daily S&P Biotech Bear 3X ETFLeveraged · An index1.08%6.91%−67.7%−77.1%−67.8%−46.1%−79.9%91.0%$70M3.8

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

End-of-day Nov 11, 2026 · returns include dividends · since: LABD 2015 · SCHD 2011 · VIG 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Direxion Daily S&P Biotech Bear 3X ETF · $70M$454

LABD

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LABD vs VIG: Top 5 Holdings

Today

LABD

[…]in top 5

VIG

in top 522.1%

LABDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Cost, Income and Risk

Fees: LABD, SCHD, VIG, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JEPI0.35%$35

LABD1.08%$108

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

VIG

Vanguard Dividend Appreciation ETF · $109B$16,653

$10,000 five years ago, dividends reinvested

LABDMeasureVIG

−67.7%Year to dateJan 1 → Nov 11+16.0%

−77.1%1 yearTotal return+17.8%

−67.8%3 years · per year$10,000 became $334 · $16,811+18.9%

−46.1%5 years · per year$10,000 became $454 · $16,653+10.7%

1.08%Expense ratio$108 · $4 a year on $10k · lower is better0.04%

6.91%Trailing 12-mo yield$691 · $145 a year on $10k1.45%

−79.9%Worst dropSmaller is better−7.9%

91.0%VolatilityLower is calmer11.0%

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

1–7VIG wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

LABD vs VIG Returns, Every Period

5Y

DirexionLABD

−46.1%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

LABDVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: LABD vs JEPI

YTD

DirexionLABD

−67.7%

JEPIJ.P. Morgan

+8.6%

−67.7%Year to date+8.6%

−79.9%Worst drop · 1Y−6.7%

91.0%Volatility · 1Y9.0%

6.9%Yield7.8%

$70.1MAssets$46.8B

4–0JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: LABD, SCHD, VIG, JEPI

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

LABD6.91%$691

SCHD2.93%$293

VIG1.45%$145

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

LABD$691 − $108 = $583

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: LABD, SCHD, VIG, JEPI

Today

31.5%most shared, VIG and JEPI

LABDSCHDVIGJEPI

LABD—[…][…][…]

SCHD[…]—14.5%8.5%

VIG[…]14.5%—31.5%

JEPI[…]8.5%31.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

LABDWorst drop−79.9%91.0% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.6%Year to date+34.6%

7.8%Yield2.9%

+11.2%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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LABD, SCHD, VIG and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four