Compare · 4 funds side by side · dividends reinvested

LABX, CGDV, SCHD and JEPQ

LABXTradr×CGDVCapital Group×SCHDSchwab×JEPQJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,454SCHD · best of the four

02 / 04

LABX, CGDV, SCHD and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.4%+16.3%+23.8%[…]−9.7%13.6%$37.8B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.7

Investment Managers Series Trust II -Tradr 2X Long ALAB Daily ETFSingle-Stock Leverage1.30%0.00%−38.6%−44.2%[…][…]−91.4%206.4%$25M4.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: LABX 2025 · CGDV 2022 · SCHD 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Investment Managers Series Trust II -Tradr 2X Long ALAB Daily ETF · $25M[…]

LABX

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

$10,000 five years ago, dividends reinvested

LABXMeasureCGDV

−38.6%Year to dateJan 1 → Nov 9+12.4%

−44.2%1 yearTotal return+16.3%

[…]3 years · per year$10,000 became […] · $18,977+23.8%

[…]5 years · per year[…]

1.30%Expense ratio$130 · $33 a year on $10k · lower is better0.33%

0.00%Trailing 12-mo yield$0 · $124 a year on $10k1.24%

−91.4%Worst dropSmaller is better−9.7%

206.4%VolatilityLower is calmer13.6%

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

0–6CGDV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LABX vs CGDV: Top 5 Holdings

Today

LABX

[…]in top 5

CGDV

in top 523.9%

LABXStockCGDV

not top 5MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

LABX vs CGDV Returns, Every Period

TradrLABX

−44.2%

past year

CGDVCapital Group

+16.3%

past year

LABXCGDVFaded: behind in that period

0–2CGDV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Single-Stock Leverage vs Income: LABX vs JEPQ

YTD

TradrLABX

−38.6%

JEPQJ.P. Morgan

+6.6%

−38.6%Year to date+6.6%

−91.4%Worst drop · 1Y−11.5%

206.4%Volatility · 1Y16.9%

0.0%Yield12.4%

$25.3MAssets$40.7B

4–0JEPQ wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LABX, CGDV, SCHD, JEPQ

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

JEPQ0.35%$35

LABX1.30%$130

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LABX, CGDV, SCHD, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SCHD2.96%$296

CGDV1.24%$124

LABX0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

LABX$0 − $130 = −$130

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: LABX, CGDV, SCHD, JEPQ

Today

28.8%most shared, CGDV and JEPQ

LABXCGDVSCHDJEPQ

LABX—[…][…][…]

CGDV[…]—5.9%28.8%

SCHD[…]5.9%—3.8%

JEPQ[…]28.8%3.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.6% vol

JEPQWorst drop−11.5%16.9% vol

LABXWorst drop−91.4%206.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.6%Year to date+33.1%

12.4%Yield3.0%

+9.2%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026