Compare · 3 funds side by side · dividends reinvested

JEPQ, SECT and CGDV

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

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

02 / 04

JEPQ, SECT and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B1.1

Main Sector Rotation ETFUnsorted0.69%0.73%+5.9%+7.1%+18.6%+10.2%−10.7%15.7%$2.9B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.6

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: JEPQ 2022 · SECT 2017 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

SECT

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

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

JEPQMeasureSECT

+3.2%Year to dateJan 1 → Nov 6+5.9%

+4.5%1 yearTotal return+7.1%

+17.4%3 years · per year$10,000 became $16,202 · $16,703+18.6%

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

0.35%Expense ratio$35 · $69 a year on $10k · lower is better0.69%

12.79%Trailing 12-mo yield$1,279 · $73 a year on $10k0.73%

−11.5%Worst dropSmaller is better−10.7%

16.7%VolatilityLower is calmer15.7%

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

2–5SECT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs SECT: Top 5 Holdings

Today

JEPQ

28.9%in top 5

SECT

in top 581.5%

JEPQStockSECT

not top 5XLK36.9%

not top 5XLF17.9%

not top 5XLI11.7%

not top 5XLV8.8%

7.4%AAPLnot top 5

6.6%NVDAnot top 5

6.1%MSFTnot top 5

not top 5XLU6.1%

4.4%GOOGnot top 5

4.4%AMZNnot top 5

Held in common0.0%

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

JEPQ vs SECT Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

SECTMain Management

+7.1%

past year

JEPQSECTFaded: behind in that period

0–3SECT wins

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

JEPQ vs CGDV

YTD

J.P. MorganJEPQ

+3.2%

CGDVCapital Group

+9.6%

+3.2%Year to date+9.6%

−11.5%Worst drop · 1Y−9.7%

16.7%Volatility · 1Y13.4%

12.8%Yield1.3%

$42.6BAssets$39.5B

3–1CGDV wins

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

Cost, Income and Risk

Fees: JEPQ, SECT, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPQ0.35%$35

SECT0.69%$69

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

Yields: JEPQ, SECT, CGDV

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

CGDV1.27%$127

SECT0.73%$73

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

CGDV$127 − $33 = $94

SECT$73 − $69 = $4

KeptFee

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

Overlap: JEPQ, SECT, CGDV

Today

28.8%most shared, JEPQ and CGDV

JEPQSECTCGDV

JEPQ—0.0%28.8%

SECT0.0%—0.0%

CGDV28.8%0.0%—

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

Return vs Bumpiness: 3 ETFs

+12.9%CGDV, at 13.4% volatility

CGDVWorst drop−9.7%13.4% vol

SECTWorst drop−10.7%15.7% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCGDV

+3.2%Year to date+9.6%

12.8%Yield1.3%

+4.5%Past year+12.9%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

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