Compare · 3 funds side by side · dividends reinvested

LABU, JEPI and SCHD

LABUDirexion×JEPIJ.P. Morgan×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

LABU, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B2.0

Direxion Daily S&P Biotech Bull 3X SharesLeveraged · 3x0.96%0.44%+30.9%+81.9%+57.4%−28.0%−41.8%89.2%$659M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: LABU 2015 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily S&P Biotech Bull 3X Shares · $659M$1,931

LABU

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

LABUMeasureSCHD

+30.9%Year to dateJan 1 → Nov 5+32.3%

+81.9%1 yearTotal return+38.7%

+57.4%3 years · per year$10,000 became $38,980 · $17,414+20.3%

−28.0%5 years · per year$10,000 became $1,931 · $16,375+10.4%

0.96%Expense ratio$96 · $6 a year on $10k · lower is better0.06%

0.44%Trailing 12-mo yield$44 · $298 a year on $10k2.98%

−41.8%Worst dropSmaller is better−6.9%

89.2%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

LABU vs SCHD: Top 5 Holdings

Today

LABU

2.0%in top 5

SCHD

in top 521.7%

LABUStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

0.4%AMGN4.2%

0.6%MRNAnot top 5

0.4%EXELnot top 5

0.4%HALOnot top 5

0.4%BIIBnot top 5

Held in common0.4%

End-of-day Nov 5, 2026 · share of each fund

LABU vs SCHD Returns, Every Period

DirexionLABU

−28.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

LABUSCHDFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: LABU vs JEPI

YTD

DirexionLABU

+30.9%

JEPIJ.P. Morgan

+5.2%

+30.9%Year to date+5.2%

−41.8%Worst drop · 1Y−6.7%

89.2%Volatility · 1Y8.8%

0.4%Yield8.1%

$659MAssets$46.8B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LABU, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

LABU0.96%$96

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LABU, JEPI, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD2.98%$298

LABU0.44%$44

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$298 − $6 = $292

LABU$44 − $96 = −$52

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LABU, JEPI, SCHD

Today

8.1%most shared, JEPI and SCHD

LABUJEPISCHD

LABU—1.0%0.4%

JEPI1.0%—8.1%

SCHD0.4%8.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+81.9%LABU, at 89.2% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

LABUWorst drop−41.8%89.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+5.2%Year to date+32.3%

8.1%Yield3.0%

+8.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026