Compare · 3 funds side by side · dividends reinvested

LABU, CGDV and JEPQ

LABUDirexion×CGDVCapital Group×JEPQJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$1,725LABU · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

LABU, CGDV and JEPQ, 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%$39.2B1.6

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%$598M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B2.3

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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

LABU

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

LABU

More Ways to See the Pairs

LABU vs JEPQ: Top 5 Holdings

Today

LABU

1.9%in top 5

JEPQ

in top 527.3%

LABUStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Cost, Income and Risk

Fees: LABU, CGDV, JEPQ

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPQ0.35%$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

JEPQ

+37.1%Year to dateJan 1 → Nov 12+7.8%

+63.6%1 yearTotal return+8.8%

+48.7%3 years · per year$10,000 became $32,860 · $16,406+17.9%

−29.6%5 years · per year$10,000 became $1,725 · […][…]

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

0.42%Trailing 12-mo yield$42 · $1,224 a year on $10k12.24%

−41.8%Worst dropSmaller is better−11.5%

90.0%VolatilityLower is calmer16.9%

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

3–4JEPQ 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 common1.7%

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

LABU vs JEPQ Returns, Every Period

1Y

DirexionLABU

+63.6%

past year

JEPQJ.P. Morgan

+8.8%

past year

LABUJEPQFaded: behind in that period

3–0LABU wins

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

Leveraged vs Income: LABU vs JEPQ

YTD

DirexionLABU

+37.1%

JEPQJ.P. Morgan

+7.8%

+37.1%Year to date+7.8%

−41.8%Worst drop · 1Y−11.5%

90.0%Volatility · 1Y16.9%

0.4%Yield12.2%

$598MAssets$42.6B

3–1JEPQ wins

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

Yields: LABU, CGDV, JEPQ

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

CGDV1.24%$124

LABU0.42%$42

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

CGDV$124 − $33 = $91

LABU$42 − $96 = −$54

KeptFee

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

Overlap: LABU, CGDV, JEPQ

Today

28.4%most shared, CGDV and JEPQ

LABUCGDVJEPQ

LABU—1.0%1.7%

CGDV1.0%—28.4%

JEPQ1.7%28.4%—

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

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% 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

JEPQLABU

+7.8%Year to date+37.1%

12.2%Yield0.4%

+8.8%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 JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: LABU, CGDV, JEPQ