Compare · 4 funds side by side · dividends reinvested

JEPI, SECT, CGDV and VYM

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,324VYM · best of the four

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

JEPI, SECT, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.23%+17.0%+19.9%+20.1%+11.6%−6.7%10.9%$78.9B1.5

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.7B2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B2.6

Main Sector Rotation ETFUnsorted0.69%0.70%+10.2%+11.2%+19.1%+10.6%−10.7%15.9%$2.8B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: JEPI 2020 · SECT 2017 · CGDV 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Main Sector Rotation ETF · $2.8B$16,540

SECT

More Ways to See the Pairs

SECT vs CGDV: Top 5 Holdings

Today

SECT

81.5%in top 5

CGDV

in top 524.1%

SECTStockCGDV

37.3%XLKnot top 5

17.7%XLFnot top 5

11.8%XLInot top 5

8.8%XLVnot top 5

not top 5MSFT6.8%

Cost, Income and Risk

Fees: JEPI, SECT, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

JEPI0.35%$35

SECT0.69%$69

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

CGDV

Capital Group Dividend Value ETF · $38.7B[…]

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

SECTMeasureCGDV

+10.2%Year to dateJan 1 → Nov 11+13.5%

+11.2%1 yearTotal return+15.0%

+19.1%3 years · per year$10,000 became $16,900 · $19,001+23.9%

+10.6%5 years · per year$10,000 became $16,540 · […][…]

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

0.70%Trailing 12-mo yield$70 · $123 a year on $10k1.23%

−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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.0%QQQMnot top 5

not top 5NVDA5.3%

not top 5AVGO4.6%

not top 5META4.2%

not top 5GE3.3%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

SECT vs CGDV Returns, Every Period

1Y

Main ManagementSECT

+11.2%

past year

CGDVCapital Group

+15.0%

past year

SECTCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: SECT vs JEPI

YTD

Main ManagementSECT

+10.2%

JEPIJ.P. Morgan

+8.6%

+10.2%Year to date+8.6%

−10.7%Worst drop · 1Y−6.7%

15.9%Volatility · 1Y9.0%

0.7%Yield7.8%

$2.8BAssets$46.8B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: JEPI, SECT, CGDV, VYM

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

VYM2.23%$223

CGDV1.23%$123

SECT0.70%$70

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

VYM$223 − $4 = $219

CGDV$123 − $33 = $90

SECT$70 − $69 = $1

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JEPI, SECT, CGDV, VYM

Today

27.3%most shared, JEPI and CGDV

JEPISECTCGDVVYM

JEPI—0.0%27.3%25.9%

SECT0.0%—0.0%0.0%

CGDV27.3%0.0%—23.1%

VYM25.9%0.0%23.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+19.9%VYM, at 10.9% volatility

JEPIWorst drop−6.7%9.0% vol

VYMWorst drop−6.7%10.9% vol

CGDVWorst drop−9.7%13.5% vol

SECTWorst drop−10.7%15.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVYM

+8.6%Year to date+17.0%

7.8%Yield2.2%

+11.2%Past year+19.9%

0.35%Fee0.04%

3–1VYM wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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JEPI, SECT, CGDV and VYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four