Compare · 3 funds side by side · dividends reinvested

LABU, VIG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

LABU, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.0

Direxion Daily S&P Biotech Bull 3X SharesLeveraged · 3x0.96%0.35%+63.5%+116.6%+72.3%−23.4%−41.8%86.5%$624M2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: LABU 2015 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily S&P Biotech Bull 3X Shares · $624M$2,639

LABU

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

LABUMeasureVIG

+63.5%Year to dateJan 1 → Nov 4+16.4%

+116.6%1 yearTotal return+18.9%

+72.3%3 years · per year$10,000 became $51,144 · $17,533+20.6%

−23.4%5 years · per year$10,000 became $2,639 · $17,005+11.2%

0.96%Expense ratio$96 · $4 a year on $10k · lower is better0.04%

0.35%Trailing 12-mo yield$35 · $144 a year on $10k1.44%

−41.8%Worst dropSmaller is better−7.9%

86.5%VolatilityLower is calmer10.2%

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

3–5VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LABU vs VIG: Top 5 Holdings

Today

LABU

2.0%in top 5

VIG

in top 522.1%

LABUStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.5%MRNAnot top 5

0.4%EXELnot top 5

0.4%REGNnot top 5

0.4%HALOnot top 5

0.4%UTHRnot top 5

Held in common1.1%

End-of-day Nov 4, 2026 · share of each fund

LABU vs VIG Returns, Every Period

DirexionLABU

−23.4%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

LABUVIGFaded: behind in that period

3–1LABU wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: LABU vs SCHD

YTD

DirexionLABU

+63.5%

SCHDSchwab

+35.3%

+63.5%Year to date+35.3%

−41.8%Worst drop · 1Y−6.9%

86.5%Volatility · 1Y11.5%

0.3%Yield2.9%

$624MAssets$123B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LABU, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

LABU0.96%$96

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LABU, VIG, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VIG1.44%$144

LABU0.35%$35

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

LABU$35 − $96 = −$61

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LABU, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

LABUVIGSCHD

LABU—1.1%0.4%

VIG1.1%—14.5%

SCHD0.4%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+116.6%LABU, at 86.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

LABUWorst drop−41.8%86.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDLABU

+35.3%Year to date+63.5%

2.9%Yield0.3%

+41.6%Past year+116.6%

0.06%Fee0.96%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026