Compare · 4 funds side by side · dividends reinvested

LABD, VIG, JEPQ and CGDV

LABDDirexion×VIGVanguard×JEPQJ.P. Morgan×CGDVCapital Group×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

LABD, VIG, JEPQ and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.7

Direxion Daily S&P Biotech Bear 3X ETFLeveraged · 3x1.08%6.99%−68.1%−77.8%−68.9%−47.4%−80.6%91.0%$86M3.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: LABD 2015 · VIG 2006 · JEPQ 2022 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily S&P Biotech Bear 3X ETF · $86M$402

LABD

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

$10,000 five years ago, dividends reinvested

LABDMeasureCGDV

−68.1%Year to dateJan 1 → Nov 9+12.1%

−77.8%1 yearTotal return+16.1%

−68.9%3 years · per year$10,000 became $301 · $18,934+23.7%

−47.4%5 years · per year$10,000 became $402 · […][…]

1.08%Expense ratio$108 · $33 a year on $10k · lower is better0.33%

6.99%Trailing 12-mo yield$699 · $124 a year on $10k1.24%

−80.6%Worst dropSmaller is better−9.7%

91.0%VolatilityLower is calmer13.5%

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

1–6CGDV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LABD vs CGDV: Top 5 Holdings

Today

LABD

[…]in top 5

CGDV

in top 524.2%

LABDStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.9%

not top 5META4.1%

not top 5AVGO4.0%

not top 5GE3.2%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

LABD vs CGDV Returns, Every Period

DirexionLABD

−77.8%

past year

CGDVCapital Group

+16.1%

past year

LABDCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: LABD vs JEPQ

YTD

DirexionLABD

−68.1%

JEPQJ.P. Morgan

+6.6%

−68.1%Year to date+6.6%

−80.6%Worst drop · 1Y−11.5%

91.0%Volatility · 1Y16.9%

7.0%Yield12.4%

$85.7MAssets$40.7B

4–0JEPQ wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LABD, VIG, JEPQ, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JEPQ0.35%$35

LABD1.08%$108

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LABD, VIG, JEPQ, CGDV

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

LABD6.99%$699

VIG1.46%$146

CGDV1.24%$124

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

LABD$699 − $108 = $591

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: LABD, VIG, JEPQ, CGDV

Today

29.4%most shared, VIG and CGDV

LABDVIGJEPQCGDV

LABD—[…][…][…]

VIG[…]—26.2%29.4%

JEPQ[…]26.2%—29.0%

CGDV[…]29.4%29.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

LABDWorst drop−80.6%91.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVIG

+6.6%Year to date+14.8%

12.4%Yield1.5%

+9.2%Past year+17.6%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026