Compare · 3 funds side by side · dividends reinvested

LABU, CGDV and JEPI

LABUDirexion×CGDVCapital Group×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,510JEPI · best of the three

Story of the three · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the three · RiskSmallest drop

LABU, CGDV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$39.2B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B1.9

Direxion Daily S&P Biotech Bull 3X SharesLeveraged · An index0.96%0.42%+37.1%+63.6%+48.7%−29.6%−41.8%90.0%$598M2.1

Rank among the three1st → 3rdFee, 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: LABU 2015 · CGDV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Direxion Daily S&P Biotech Bull 3X Shares · $598M$1,725

LABU

JEPI

JPMorgan Equity Premium Income ETF · $47.3B$14,510

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

LABU

More Ways to See the Pairs

LABU vs JEPI: Top 5 Holdings

Today

LABU

1.9%in top 5

JEPI

in top 59.7%

LABUStockJEPI

not top 5MA2.0%

not top 5AAPL2.0%

not top 5MSFT1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: LABU, CGDV, JEPI

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

LABU0.96%$96

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

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

JEPI

+37.1%Year to dateJan 1 → Nov 12+8.3%

+63.6%1 yearTotal return+10.1%

+48.7%3 years · per year$10,000 became $32,860 · $13,724+11.1%

−29.6%5 years · per year$10,000 became $1,725 · $14,510+7.7%

0.96%Expense ratio$96 · $35 a year on $10k · lower is better0.35%

0.42%Trailing 12-mo yield$42 · $786 a year on $10k7.86%

−41.8%Worst dropSmaller is better−6.7%

90.0%VolatilityLower is calmer9.0%

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

3–5JEPI wins

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

0.5%MRNAnot top 5

0.3%SYREnot top 5

0.3%EXELnot top 5

0.3%TGTXnot top 5

0.3%BIIBnot top 5

Held in common1.0%

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

LABU vs JEPI Returns, Every Period

5Y

DirexionLABU

−29.6%

5 years, per year

JEPIJ.P. Morgan

+7.7%

5 years, per year

LABUJEPIFaded: behind in that period

3–1LABU wins

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

Leveraged vs Income: LABU vs JEPI

YTD

DirexionLABU

+37.1%

JEPIJ.P. Morgan

+8.3%

+37.1%Year to date+8.3%

−41.8%Worst drop · 1Y−6.7%

90.0%Volatility · 1Y9.0%

0.4%Yield7.9%

$598MAssets$47.3B

3–1JEPI wins

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

Yields: LABU, CGDV, JEPI

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

CGDV1.24%$124

LABU0.42%$42

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

CGDV$124 − $33 = $91

LABU$42 − $96 = −$54

KeptFee

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

Overlap: LABU, CGDV, JEPI

Today

27.1%most shared, CGDV and JEPI

LABUCGDVJEPI

LABU—1.0%1.0%

CGDV1.0%—27.1%

JEPI1.0%27.1%—

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

Return vs Bumpiness: 3 ETFs

1Y

+63.6%LABU, at 90.0% volatility

JEPIWorst drop−6.7%9.0% vol

CGDVWorst drop−9.7%13.5% vol

LABUWorst drop−41.8%90.0% vol

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

Paid More vs Made More

YTD

JEPILABU

+8.3%Year to date+37.1%

7.9%Yield0.4%

+10.1%Past year+63.6%

0.35%Fee0.96%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

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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LABU, CGDV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: LABU, CGDV, JEPI