Compare · 4 funds side by side · dividends reinvested

DGRO, SECT, CGDV and VIG

DGROiShares×SECTMain Management×CGDVCapital Group×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

DGRO, SECT, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.7

Main Sector Rotation ETFUnsorted0.69%0.71%+8.8%+11.6%+18.9%+10.6%−10.7%15.9%$2.8B3.8

Rank among the four1st → 4thFee, 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: DGRO 2014 · SECT 2017 · CGDV 2022 · VIG 2006

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 DGRO

YTD

Main ManagementSECT

+8.8%

DGROiShares

+18.8%

+8.8%Year to date+18.8%

−10.7%Worst drop · 1Y−6.5%

15.9%Volatility · 1Y10.3%

0.7%Yield1.8%

$2.8BAssets$44.7B

4–0DGRO wins

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

Cost, Income and Risk

Fees: DGRO, SECT, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

CGDV0.33%$33

SECT0.69%$69

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

Yields: DGRO, SECT, CGDV, VIG

1.84%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.84%$184

VIG1.46%$146

CGDV1.24%$124

SECT0.71%$71

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

Income After Fees on $10,000

$176most kept, DGRO

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

SECT$71 − $69 = $2

KeptFee

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

Overlap: DGRO, SECT, CGDV, VIG

Today

68.2%most shared, DGRO and VIG

DGROSECTCGDVVIG

DGRO—0.0%28.2%68.2%

SECT0.0%—0.0%0.0%

CGDV28.2%0.0%—29.4%

VIG68.2%0.0%29.4%—

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

Return vs Bumpiness: 4 ETFs

+22.9%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

VIGWorst drop−7.9%11.0% 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

DGROVIG

+18.8%Year to date+14.8%

1.8%Yield1.5%

+22.9%Past year+17.6%

0.08%Fee0.04%

3–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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