Compare · 4 funds side by side · dividends reinvested

LABX, VYM, CGDV and SCHD

LABXTradr×VYMVanguard×CGDVCapital Group×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,254VYM · best of the four

02 / 04

LABX, VYM, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.4%+16.3%+23.8%[…]−9.7%13.6%$37.8B2.7

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 · VYM 2006 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

LABX

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,454

$10,000 five years ago, dividends reinvested

LABXMeasureSCHD

−38.6%Year to dateJan 1 → Nov 9+33.1%

−44.2%1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,118+19.6%

[…]5 years · per year$10,000 became […] · $16,454+10.5%

1.30%Expense ratio$130 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $296 a year on $10k2.96%

−91.4%Worst dropSmaller is better−6.9%

206.4%VolatilityLower is calmer11.8%

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

0–6SCHD 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 SCHD: Top 5 Holdings

Today

LABX

[…]in top 5

SCHD

in top 521.4%

LABXStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

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

LABX vs SCHD Returns, Every Period

TradrLABX

−44.2%

past year

SCHDSchwab

+39.1%

past year

LABXSCHDFaded: behind in that period

0–2SCHD wins

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

Single-Stock Leverage vs Income: LABX vs SCHD

YTD

TradrLABX

−38.6%

SCHDSchwab

+33.1%

−38.6%Year to date+33.1%

−91.4%Worst drop · 1Y−6.9%

206.4%Volatility · 1Y11.8%

0.0%Yield3.0%

$25.3MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: LABX, VYM, CGDV, SCHD

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

CGDV0.33%$33

LABX1.30%$130

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

Yields: LABX, VYM, CGDV, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VYM2.26%$226

CGDV1.24%$124

LABX0.00%$0

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

LABX$0 − $130 = −$130

KeptFee

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

Overlap: LABX, VYM, CGDV, SCHD

Today

22.8%most shared, VYM and CGDV

LABXVYMCGDVSCHD

LABX—[…][…][…]

VYM[…]—22.8%21.9%

CGDV[…]22.8%—5.9%

SCHD[…]21.9%5.9%—

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

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.6% 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

SCHDVYM

+33.1%Year to date+15.4%

3.0%Yield2.3%

+39.1%Past year+19.5%

0.06%Fee0.04%

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