Compare · 4 funds side by side · dividends reinvested

JEPI, SECT, CGDV and SCHD

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

JEPI, SECT, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.5

Main Sector Rotation ETFUnsorted0.69%0.73%+5.9%+7.1%+18.6%+10.2%−10.7%15.7%$2.9B3.5

Rank among the four1st → 4thFee, 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: JEPI 2020 · SECT 2017 · CGDV 2022 · SCHD 2011

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

CGDV vs JEPI

YTD

Capital GroupCGDV

+9.6%

JEPIJ.P. Morgan

+5.3%

+9.6%Year to date+5.3%

−9.7%Worst drop · 1Y−6.7%

13.4%Volatility · 1Y8.8%

1.3%Yield8.1%

$39.5BAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, SECT, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

JEPI0.35%$35

SECT0.69%$69

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

Yields: JEPI, SECT, CGDV, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD3.00%$300

CGDV1.27%$127

SECT0.73%$73

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

SECT$73 − $69 = $4

KeptFee

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

Overlap: JEPI, SECT, CGDV, SCHD

Today

27.1%most shared, JEPI and CGDV

JEPISECTCGDVSCHD

JEPI—0.0%27.1%8.2%

SECT0.0%—0.0%0.0%

CGDV27.1%0.0%—5.9%

SCHD8.2%0.0%5.9%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% 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

JEPISCHD

+5.3%Year to date+31.4%

8.1%Yield3.0%

+8.2%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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