Compare · 4 funds side by side · dividends reinvested

LABD, VIG, SCHD and CGDV

LABDDirexion×VIGVanguard×SCHDSchwab×CGDVCapital Group×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,596VIG · best of the four

Story of the four · IncomeMost incomeLABD · 6.30% · $630 a year on $10k

Story of the four · RiskSmallest drop

LABD, VIG, SCHD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B1.9

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$39.2B2.9

Direxion Daily S&P Biotech Bear 3X ETFLeveraged · An index1.08%6.30%−64.6%−71.9%−66.1%−45.3%−78.6%90.9%$71M3.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: LABD 2015 · VIG 2006 · SCHD 2011 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,596

VIG

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VIG vs CGDV: Top 5 Holdings

Today

VIG

22.1%in top 5

CGDV

in top 524.0%

VIGStockCGDV

4.9%MSFT6.6%

not top 5NVDA5.3%

4.9%AAPLnot top 5

4.3%AVGO4.7%

4.1%LLY

Cost, Income and Risk

Fees: LABD, VIG, SCHD, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGDV0.33%$33

LABD1.08%$108

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

CGDV

Capital Group Dividend Value ETF · $39.2B[…]

$10,000 five years ago, dividends reinvested · they hold 29.3% in common

VIGMeasureCGDV

+16.0%Year to dateJan 1 → Nov 12+12.7%

+16.9%1 yearTotal return+13.9%

+18.9%3 years · per year$10,000 became $16,806 · $18,895+23.6%

+10.7%5 years · per year$10,000 became $16,596 · […][…]

0.04%Expense ratio$4 · $33 a year on $10k · lower is better0.33%

1.45%Trailing 12-mo yield$145 · $124 a year on $10k1.24%

−7.9%Worst dropSmaller is better−9.7%

11.0%VolatilityLower is calmer13.5%

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

6–1VIG wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5META4.0%

3.9%JPMnot top 5

not top 5ORCL3.3%

Held in common29.3%

End-of-day Nov 12, 2026 · share of each fund

VIG vs CGDV Returns, Every Period

1Y

VanguardVIG

+16.9%

past year

CGDVCapital Group

+13.9%

past year

VIGCGDVFaded: behind in that period

2–1VIG wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Leveraged: VIG vs LABD

YTD

VanguardVIG

+16.0%

LABDDirexion

−64.6%

+16.0%Year to date−64.6%

−7.9%Worst drop · 1Y−78.6%

11.0%Volatility · 1Y90.9%

1.4%Yield6.3%

$109BAssets$71.3M

3–1VIG wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: LABD, VIG, SCHD, CGDV

1Y

6.30%highest, LABD

FundTrailing yieldYield$10k

LABD6.30%$630

SCHD2.93%$293

VIG1.45%$145

CGDV1.24%$124

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

Income After Fees on $10,000

1Y

$522most kept, LABD

LABD$630 − $108 = $522

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: LABD, VIG, SCHD, CGDV

Today

29.3%most shared, VIG and CGDV

LABDVIGSCHDCGDV

LABD—[…][…][…]

VIG[…]—14.5%29.3%

SCHD[…]14.5%—5.7%

CGDV[…]29.3%5.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.5% vol

LABDWorst drop−78.6%90.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

LABDSCHD

−64.6%Year to date+34.2%

6.3%Yield2.9%

−71.9%Past year+36.8%

1.08%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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LABD, VIG, SCHD and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four