CGDV vs LABD

ACGDV

BLABD

Measures won4–1CGDV wins · of 6 · 5Y

$10,000 · 5Y$391LABD

Lowest cost0.33%CGDV · $33 on $10k

Most income6.35%LABD · $635 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common[…]CGDV and LABD

CGDV

LABD

Capital Group Dividend Value ETF · $39.5BDirexion Daily S&P Biotech Bear 3X ETF · $61M

+23.5%3 years · per year$18,840 · $322−68.2%

[…]5 years · per year[…] · $391−47.7%

0.33%Expense ratio$33 · $108 on $10k · lower wins1.08%

1.27%12-mo yield$127 · $635 on $10k6.35%

−9.7%Worst dropSmaller wins−80.6%

13.4%VolatilityLower wins90.5%

4–1CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGDV · LABD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BLABD	Direxion Daily S&P Biotech Bear 3X ETFRead Desk		1.08%	6.35%	−7.5%	−64.9%	−75.7%	−68.2%	−47.7%	−80.6%	$61M
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BLABD	Direxion Daily S&P Biotech Bear 3X ETFRead Desk		1.08%	6.35%	−7.5%	−64.9%	−75.7%	−68.2%	−47.7%	−80.6%	$61M
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGDV vs LABD

CGDV

Capital Group Dividend Value

[…]

LABD

Direxion Daily S&P Biotech Bear 3X

$391

MeasureCGDVLABD

Fee0.33%1.08%

Cost on $10k a year$33$108

Yield1.27%6.35%

5 years, per year[…]−47.7%

3 years, per year+23.5%−68.2%

Worst drop · 1Y−9.7%−80.6%

Volatility · 1Y13.4%90.5%

4–1measures won
CGDV first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CGDV, LABD

Today

[…]holdings […]

CGDVLABD

CGDV—[…]

LABD[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$527most kept, LABD

LABD$635 − $108 = $527

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee