Compare · 3 funds side by side · dividends reinvested

CGDV, SECT and JEPI

CGDVCapital Group×SECTMain Management×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525SECT · best of the three

02 / 04

CGDV, SECT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.0

Main Sector Rotation ETFUnsorted0.69%0.71%+8.8%+11.6%+18.9%+10.6%−10.7%15.9%$2.8B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CGDV 2022 · SECT 2017 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Main Sector Rotation ETF · $2.8B$16,525

SECT

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

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

SECTMeasureCGDV

+8.8%Year to dateJan 1 → Nov 9+12.1%

+11.6%1 yearTotal return+16.1%

+18.9%3 years · per year$10,000 became $16,823 · $18,934+23.7%

+10.6%5 years · per year$10,000 became $16,525 · […][…]

0.69%Expense ratio$69 · $33 a year on $10k · lower is better0.33%

0.71%Trailing 12-mo yield$71 · $124 a year on $10k1.24%

−10.7%Worst dropSmaller is better−9.7%

15.9%VolatilityLower is calmer13.5%

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

0–7CGDV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SECT vs CGDV: Top 5 Holdings

Today

SECT

81.5%in top 5

CGDV

in top 524.2%

SECTStockCGDV

37.3%XLKnot top 5

17.8%XLFnot top 5

11.6%XLInot top 5

8.8%XLVnot top 5

not top 5MSFT6.9%

6.1%XLUnot top 5

not top 5NVDA5.9%

not top 5META4.1%

not top 5AVGO4.0%

not top 5GE3.2%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SECT vs CGDV Returns, Every Period

Main ManagementSECT

+11.6%

past year

CGDVCapital Group

+16.1%

past year

SECTCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: SECT vs JEPI

YTD

Main ManagementSECT

+8.8%

JEPIJ.P. Morgan

+7.5%

+8.8%Year to date+7.5%

−10.7%Worst drop · 1Y−6.7%

15.9%Volatility · 1Y9.0%

0.7%Yield7.9%

$2.8BAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, SECT, JEPI

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

SECT0.69%$69

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CGDV, SECT, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

CGDV1.24%$124

SECT0.71%$71

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

CGDV$124 − $33 = $91

SECT$71 − $69 = $2

KeptFee

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

Overlap: CGDV, SECT, JEPI

Today

27.5%most shared, CGDV and JEPI

CGDVSECTJEPI

CGDV—0.0%27.5%

SECT0.0%—0.0%

JEPI27.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

+16.1%CGDV, at 13.5% volatility

JEPIWorst drop−6.7%9.0% vol

CGDVWorst drop−9.7%13.5% vol

SECTWorst drop−10.7%15.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICGDV

+7.5%Year to date+12.1%

7.9%Yield1.2%

+10.9%Past year+16.1%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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%

$120BAssets$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