Compare · 4 funds side by side · dividends reinvested

JEPQ, SECT, VIG and CGDV

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

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,596VIG · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, SECT, VIG and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$39.2B2.0

Main Sector Rotation ETFUnsorted0.69%0.70%+9.6%+10.6%+18.8%+10.4%−10.7%15.9%$2.9B3.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B3.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: JEPQ 2022 · SECT 2017 · VIG 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Main Sector Rotation ETF · $2.9B$16,404

SECT

More Ways to See the Pairs

SECT vs VIG: Top 5 Holdings

Today

SECT

81.8%in top 5

VIG

in top 522.1%

SECTStockVIG

37.9%XLKnot top 5

17.5%XLFnot top 5

11.7%XLInot top 5

8.6%XLVnot top 5

6.1%QQQMnot top 5

Cost, Income and Risk

Fees: JEPQ, SECT, VIG, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

JEPQ0.35%$35

SECT0.69%$69

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

VIG

Vanguard Dividend Appreciation ETF · $109B$16,596

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

SECTMeasureVIG

+9.6%Year to dateJan 1 → Nov 12+16.0%

+10.6%1 yearTotal return+16.9%

+18.8%3 years · per year$10,000 became $16,768 · $16,806+18.9%

+10.4%5 years · per year$10,000 became $16,404 · $16,596+10.7%

0.69%Expense ratio$69 · $4 a year on $10k · lower is better0.04%

0.70%Trailing 12-mo yield$70 · $145 a year on $10k1.45%

−10.7%Worst dropSmaller is better−7.9%

15.9%VolatilityLower is calmer11.0%

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

0–8VIG wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

SECT vs VIG Returns, Every Period

5Y

Main ManagementSECT

+10.4%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

SECTVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: SECT vs JEPQ

YTD

Main ManagementSECT

+9.6%

JEPQJ.P. Morgan

+7.8%

+9.6%Year to date+7.8%

−10.7%Worst drop · 1Y−11.5%

15.9%Volatility · 1Y16.9%

0.7%Yield12.2%

$2.9BAssets$42.6B

3–1SECT wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: JEPQ, SECT, VIG, CGDV

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

VIG1.45%$145

CGDV1.24%$124

SECT0.70%$70

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

VIG$145 − $4 = $141

CGDV$124 − $33 = $91

SECT$70 − $69 = $1

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPQ, SECT, VIG, CGDV

Today

29.3%most shared, VIG and CGDV

JEPQSECTVIGCGDV

JEPQ—0.0%26.6%28.4%

SECT0.0%—0.0%0.0%

VIG26.6%0.0%—29.3%

CGDV28.4%0.0%29.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+16.9%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

CGDVWorst drop−9.7%13.5% vol

SECTWorst drop−10.7%15.9% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVIG

+7.8%Year to date+16.0%

12.2%Yield1.4%

+8.8%Past year+16.9%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

Loading…

JEPQ, SECT, VIG and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four