Compare · 3 funds side by side · dividends reinvested

CGDV, SECT and VIG

CGDVCapital Group×SECTMain Management×VIGVanguard×

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

02 / 04

CGDV, SECT and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.4

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B1.9

Main Sector Rotation ETFUnsorted0.69%0.73%+5.9%+7.1%+18.6%+10.2%−10.7%15.7%$2.9B2.6

Rank among the three1st → 3rdFee, 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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

SECT

CGDV

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

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

SECTMeasureCGDV

+5.9%Year to dateJan 1 → Nov 6+9.6%

+7.1%1 yearTotal return+12.9%

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

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

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

0.73%Trailing 12-mo yield$73 · $127 a year on $10k1.27%

−10.7%Worst dropSmaller is better−9.7%

15.7%VolatilityLower is calmer13.4%

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

0–7CGDV wins

End-of-day Nov 6, 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 523.9%

SECTStockCGDV

36.9%XLKnot top 5

17.9%XLFnot top 5

11.7%XLInot top 5

8.8%XLVnot top 5

not top 5MSFT7.0%

6.1%XLUnot top 5

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

Held in common0.0%

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

SECT vs CGDV Returns, Every Period

Main ManagementSECT

+7.1%

past year

CGDVCapital Group

+12.9%

past year

SECTCGDVFaded: behind in that period

0–3CGDV wins

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

Unsorted vs Income: SECT vs VIG

YTD

Main ManagementSECT

+5.9%

VIGVanguard

+12.1%

+5.9%Year to date+12.1%

−10.7%Worst drop · 1Y−7.9%

15.7%Volatility · 1Y10.8%

0.7%Yield1.5%

$2.9BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: CGDV, SECT, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

SECT0.69%$69

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

Yields: CGDV, SECT, VIG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

CGDV1.27%$127

SECT0.73%$73

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

SECT$73 − $69 = $4

KeptFee

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

Overlap: CGDV, SECT, VIG

Today

29.4%most shared, CGDV and VIG

CGDVSECTVIG

CGDV—0.0%29.4%

SECT0.0%—0.0%

VIG29.4%0.0%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

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

VIGCGDV

+12.1%Year to date+9.6%

1.5%Yield1.3%

+14.3%Past year+12.9%

0.04%Fee0.33%

4–0VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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