Compare · 3 funds side by side · dividends reinvested

JEPQ, SECT and VIG

JEPQJ.P. Morgan×SECTMain Management×VIGVanguard×

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 VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.4

Main Sector Rotation ETFUnsorted0.69%0.73%+5.9%+7.1%+18.6%+10.2%−10.7%15.7%$2.7B2.0

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Main Sector Rotation ETF · $2.7B$16,251

SECT

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

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

SECTMeasureVIG

+5.9%Year to dateJan 1 → Nov 6+12.1%

+7.1%1 yearTotal return+14.3%

+18.6%3 years · per year$10,000 became $16,703 · $16,669+18.6%

+10.2%5 years · per year$10,000 became $16,251 · $16,243+10.2%

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

0.73%Trailing 12-mo yield$73 · $150 a year on $10k1.50%

−10.7%Worst dropSmaller is better−7.9%

15.7%VolatilityLower is calmer10.8%

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

0–6VIG wins

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

More Ways to See the Pairs

SECT vs VIG: Top 5 Holdings

Today

SECT

81.5%in top 5

VIG

in top 522.1%

SECTStockVIG

36.9%XLKnot top 5

17.9%XLFnot top 5

11.7%XLInot top 5

8.8%XLVnot top 5

6.1%XLUnot top 5

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 6, 2026 · share of each fund

SECT vs VIG Returns, Every Period

Main ManagementSECT

+10.2%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

SECTVIGFaded: behind in that period

0–2VIG wins

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

Unsorted vs Income: SECT vs JEPQ

YTD

Main ManagementSECT

+5.9%

JEPQJ.P. Morgan

+3.2%

+5.9%Year to date+3.2%

−10.7%Worst drop · 1Y−11.5%

15.7%Volatility · 1Y16.7%

0.7%Yield12.8%

$2.7BAssets$42.6B

3–1SECT wins

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

Cost, Income and Risk

Fees: JEPQ, SECT, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPQ0.35%$35

SECT0.69%$69

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

Yields: JEPQ, SECT, VIG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

VIG1.50%$150

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

VIG$150 − $4 = $146

SECT$73 − $69 = $4

KeptFee

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

Overlap: JEPQ, SECT, VIG

Today

26.2%most shared, JEPQ and VIG

JEPQSECTVIG

JEPQ—0.0%26.2%

SECT0.0%—0.0%

VIG26.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% 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

JEPQVIG

+3.2%Year to date+12.1%

12.8%Yield1.5%

+4.5%Past year+14.3%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026