LABD vs CGDV

ALABD

BCGDV

Measures won1–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income6.35%LABD · $635 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common[…]LABD and CGDV

LABD

CGDV

Direxion Daily S&P Biotech Bear 3X ETF · $56MCapital Group Dividend Value ETF · $37.9B

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

−47.7%5 years · per year$391 · […][…]

1.08%Expense ratio$108 · $33 on $10k · lower wins0.33%

6.35%12-mo yield$635 · $127 on $10k1.27%

−80.6%Worst dropSmaller wins−9.7%

90.5%VolatilityLower wins13.4%

1–4CGDV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsLABD · CGDV

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

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ALABD	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%	$56M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ALABD	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%	$56M
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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

LABD vs CGDV

LABD

Direxion Daily S&P Biotech Bear 3X

$391

CGDV

Capital Group Dividend Value

[…]

MeasureLABDCGDV

Fee1.08%0.33%

Cost on $10k a year$108$33

Yield6.35%1.27%

5 years, per year−47.7%[…]

3 years, per year−68.2%+23.5%

Worst drop · 1Y−80.6%−9.7%

Volatility · 1Y90.5%13.4%

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: LABD, CGDV, DGRO, VIG

Today

68.1%most shared, DGRO and VIG

LABDCGDVDGROVIG

LABD—[…][…][…]

CGDV[…]—28.3%29.4%

DGRO[…]28.3%—68.1%

VIG[…]29.4%68.1%—

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

DGRO$187 − $8 = $179

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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