Compare · 3 funds side by side · dividends reinvested

JEPQ, SECT and DGRO

JEPQJ.P. Morgan×SECTMain Management×DGROiShares×

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

02 / 04

JEPQ, SECT and DGRO, 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%$44.7B1.1

Main Sector Rotation ETFUnsorted0.69%0.71%+8.8%+11.6%+18.9%+10.6%−10.7%15.9%$2.8B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: JEPQ 2022 · SECT 2017 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

SECT

Main Sector Rotation ETF · $2.8B$16,525

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

JEPQMeasureSECT

+6.6%Year to dateJan 1 → Nov 9+8.8%

+9.2%1 yearTotal return+11.6%

+18.2%3 years · per year$10,000 became $16,495 · $16,823+18.9%

[…]5 years · per year$10,000 became […] · $16,525+10.6%

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

12.39%Trailing 12-mo yield$1,239 · $71 a year on $10k0.71%

−11.5%Worst dropSmaller is better−10.7%

16.9%VolatilityLower is calmer15.9%

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

2–5SECT wins

End-of-day Nov 9, 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

28.6%in top 5

SECT

in top 581.5%

JEPQStockSECT

not top 5XLK37.3%

not top 5XLF17.8%

not top 5XLI11.6%

not top 5XLV8.8%

7.3%AAPLnot top 5

6.7%NVDAnot top 5

not top 5XLU6.1%

6.0%MSFTnot top 5

4.4%GOOGnot top 5

4.3%AMZNnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

JEPQ vs SECT Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

SECTMain Management

+11.6%

past year

JEPQSECTFaded: behind in that period

0–3SECT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

JEPQ vs DGRO

YTD

J.P. MorganJEPQ

+6.6%

DGROiShares

+18.8%

+6.6%Year to date+18.8%

−11.5%Worst drop · 1Y−6.5%

16.9%Volatility · 1Y10.3%

12.4%Yield1.8%

$40.7BAssets$44.7B

3–1DGRO wins

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

Cost, Income and Risk

Fees: JEPQ, SECT, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JEPQ0.35%$35

SECT0.69%$69

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

Yields: JEPQ, SECT, DGRO

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

DGRO1.84%$184

SECT0.71%$71

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

DGRO$184 − $8 = $176

SECT$71 − $69 = $2

KeptFee

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

Overlap: JEPQ, SECT, DGRO

Today

19.5%most shared, JEPQ and DGRO

JEPQSECTDGRO

JEPQ—0.0%19.5%

SECT0.0%—0.0%

DGRO19.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

+22.9%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

SECTWorst drop−10.7%15.9% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDGRO

+6.6%Year to date+18.8%

12.4%Yield1.8%

+9.2%Past year+22.9%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026