Compare · 2 funds side by side · dividends reinvested

CGDV and SECT

CGDVCapital Group×SECTMain Management×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,251SECT · best of the two

02 / 04

CGDV and SECT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B1.0

Main Sector Rotation ETFUnsorted0.69%0.73%+5.9%+7.1%+18.6%+10.2%−10.7%15.7%$2.9B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CGDV 2022 · SECT 2017

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $39.5B[…]

CGDV

SECT

Main Sector Rotation ETF · $2.9B$16,251

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CGDVMeasureSECT

+9.6%Year to dateJan 1 → Nov 6+5.9%

+12.9%1 yearTotal return+7.1%

+23.5%3 years · per year$10,000 became $18,840 · $16,703+18.6%

[…]5 years · per year$10,000 became […] · $16,251+10.2%

0.33%Expense ratio$33 · $69 a year on $10k · lower is better0.69%

1.27%Trailing 12-mo yield$127 · $73 a year on $10k0.73%

−9.7%Worst dropSmaller is better−10.7%

13.4%VolatilityLower is calmer15.7%

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

7–0CGDV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs SECT: Top 5 Holdings

Today

CGDV

23.9%in top 5

SECT

in top 581.5%

CGDVStockSECT

not top 5XLK36.9%

not top 5XLF17.9%

not top 5XLI11.7%

not top 5XLV8.8%

7.0%MSFTnot top 5

not top 5XLU6.1%

5.7%NVDAnot top 5

4.0%AVGOnot top 5

3.9%METAnot top 5

3.2%RTXnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CGDV vs SECT Returns, Every Period

Capital GroupCGDV

+12.9%

past year

SECTMain Management

+7.1%

past year

CGDVSECTFaded: behind in that period

3–0CGDV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: CGDV vs SECT

YTD

Capital GroupCGDV

+9.6%

SECTMain Management

+5.9%

+9.6%Year to date+5.9%

−9.7%Worst drop · 1Y−10.7%

13.4%Volatility · 1Y15.7%

1.3%Yield0.7%

$39.5BAssets$2.9B

4–0CGDV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, SECT

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

SECT0.69%$69

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CGDV, SECT

1.27%highest, CGDV

FundTrailing yieldYield$10k

CGDV1.27%$127

SECT0.73%$73

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, CGDV

CGDV$127 − $33 = $94

SECT$73 − $69 = $4

KeptFee

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

Overlap: CGDV, SECT

Today

0.0%most shared, CGDV and SECT

CGDVSECT

CGDV—0.0%

SECT0.0%—

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

Return vs Bumpiness: 2 ETFs

+12.9%CGDV, at 13.4% volatility

CGDVWorst drop−9.7%13.4% vol

SECTWorst drop−10.7%15.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CGDVSECT

+9.6%Year to date+5.9%

1.3%Yield0.7%

+12.9%Past year+7.1%

0.33%Fee0.69%

4–0CGDV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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