LABD vs JEPQ

ALABD

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$402LABD

Lowest cost0.33%CGDV · $33 on $10k

Most income12.39%JEPQ · $1,239 on $10k

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

Held in common[…]LABD and JEPQ

LABD

JEPQ

Direxion Daily S&P Biotech Bear 3X ETF · $86MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

−68.9%3 years · per year$301 · $16,495+18.2%

−47.4%5 years · per year$402 · […][…]

1.08%Expense ratio$108 · $35 on $10k · lower wins0.35%

6.99%12-mo yield$699 · $1,239 on $10k12.39%

−80.6%Worst dropSmaller wins−11.5%

91.0%VolatilityLower wins16.9%

0–5JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLABD · JEPQ

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ALABD	Direxion Daily S&P Biotech Bear 3X ETFRead Desk	1.08%	6.99%	−9.1%	−68.1%	−77.8%	−68.9%	−47.4%	−80.6%	$86M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
3	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ALABD	Direxion Daily S&P Biotech Bear 3X ETFRead Desk	1.08%	6.99%	−9.1%	−68.1%	−77.8%	−68.9%	−47.4%	−80.6%	$86M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
3	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LABD vs JEPQ

LABD

Direxion Daily S&P Biotech Bear 3X

$402

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureLABDJEPQ

Fee1.08%0.35%

Cost on $10k a year$108$35

Yield6.99%12.39%

5 years, per year−47.4%[…]

3 years, per year−68.9%+18.2%

Worst drop · 1Y−80.6%−11.5%

Volatility · 1Y91.0%16.9%

5–0measures won
JEPQ first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

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

Overlap: LABD, JEPQ, CGDV

Today

29.0%most shared, JEPQ and CGDV

LABDJEPQCGDV

LABD—[…][…]

JEPQ[…]—29.0%

CGDV[…]29.0%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

LABD$699 − $108 = $591

CGDV$124 − $33 = $91

KeptFee

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