LABX vs CGDV

ALABX

BCGDV

Measures won0–4CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]LABX and CGDV

LABX

CGDV

Investment Managers Series Trust II -Tradr 2X Long ALAB Daily ETF · $25MCapital Group Dividend Value ETF · $37.8B

[…]3 years · per year[…] · $18,934+23.7%

[…]5 years · per year[…]

1.30%Expense ratio$130 · $33 on $10k · lower wins0.33%

0.00%12-mo yield$0 · $124 on $10k1.24%

−91.4%Worst dropSmaller wins−9.7%

206.3%VolatilityLower wins13.5%

0–4CGDV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsLABX · CGDV

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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	ALABX	Investment Managers Series Trust II -Tradr 2X Long ALAB Daily ETFRead Desk	1.30%	0.00%	+27.7%	−39.0%	−44.5%	new	new	−91.4%	$25M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	ALABX	Investment Managers Series Trust II -Tradr 2X Long ALAB Daily ETFRead Desk	1.30%	0.00%	+27.7%	−39.0%	−44.5%	new	new	−91.4%	$25M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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

LABX vs CGDV

LABX

Investment Managers Series Trust II -Tradr 2X Long ALAB Daily

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureLABXCGDV

Fee1.30%0.33%

Cost on $10k a year$130$33

Yield0.00%1.24%

5 years, per year[…][…]

3 years, per year[…]+23.7%

Worst drop · 1Y−91.4%−9.7%

Volatility · 1Y206.3%13.5%

4–0measures won
CGDV first

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%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

Overlap: LABX, CGDV, JEPQ, SCHD

Today

29.0%most shared, CGDV and JEPQ

LABXCGDVJEPQSCHD

LABX—[…][…][…]

CGDV[…]—29.0%5.8%

JEPQ[…]29.0%—3.8%

SCHD[…]5.8%3.8%—

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

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

LABX$0 − $130 = −$130

KeptFee

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