Compare · 3 funds side by side · dividends reinvested

LABX, JEPI and SCHD

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

02 / 04

LABX, 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%$123B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.6

Investment Managers Series Trust II -Tradr 2X Long ALAB Daily ETFSingle-Stock Leverage1.30%0.00%−58.3%−69.4%[…][…]−91.4%205.5%$36M3.0

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: LABX 2025 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Investment Managers Series Trust II -Tradr 2X Long ALAB Daily ETF · $36M[…]

LABX

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested

LABXMeasureJEPI

−58.3%Year to dateJan 1 → Nov 5+5.2%

−69.4%1 yearTotal return+8.3%

[…]3 years · per year$10,000 became […] · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

1.30%Expense ratio$130 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $809 a year on $10k8.09%

−91.4%Worst dropSmaller is better−6.7%

205.5%VolatilityLower is calmer8.8%

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

0–6JEPI wins

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

More Ways to See the Pairs

LABX vs JEPI: Top 5 Holdings

Today

LABX

[…]in top 5

JEPI

in top 59.9%

LABXStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common[…]

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

LABX vs JEPI Returns, Every Period

TradrLABX

−69.4%

past year

JEPIJ.P. Morgan

+8.3%

past year

LABXJEPIFaded: behind in that period

0–2JEPI wins

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

Single-Stock Leverage vs Income: LABX vs JEPI

YTD

TradrLABX

−58.3%

JEPIJ.P. Morgan

+5.2%

−58.3%Year to date+5.2%

−91.4%Worst drop · 1Y−6.7%

205.5%Volatility · 1Y8.8%

0.0%Yield8.1%

$36.3MAssets$46.1B

4–0JEPI wins

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

Cost, Income and Risk

Fees: LABX, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

LABX1.30%$130

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

Yields: LABX, JEPI, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD2.98%$298

LABX0.00%$0

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

LABX$0 − $130 = −$130

KeptFee

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

Overlap: LABX, JEPI, SCHD

Today

8.1%most shared, JEPI and SCHD

LABXJEPISCHD

LABX—[…][…]

JEPI[…]—8.1%

SCHD[…]8.1%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

LABXWorst drop−91.4%205.5% 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026