Compare · 3 funds side by side · dividends reinvested

SECT, CGDV and JEPQ

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

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525SECT · best of the three

02 / 04

SECT, CGDV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B1.1

Main Sector Rotation ETFUnsorted0.69%0.71%+8.8%+11.6%+18.9%+10.6%−10.7%15.9%$2.8B2.1

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: SECT 2017 · CGDV 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $37.8B[…]

CGDV

SECT

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

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

CGDVMeasureSECT

+12.1%Year to dateJan 1 → Nov 9+8.8%

+16.1%1 yearTotal return+11.6%

+23.7%3 years · per year$10,000 became $18,934 · $16,823+18.9%

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

0.33%Expense ratio$33 · $69 a year on $10k · lower is better0.69%

1.24%Trailing 12-mo yield$124 · $71 a year on $10k0.71%

−9.7%Worst dropSmaller is better−10.7%

13.5%VolatilityLower is calmer15.9%

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

7–0CGDV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs SECT: Top 5 Holdings

Today

CGDV

24.2%in top 5

SECT

in top 581.5%

CGDVStockSECT

not top 5XLK37.3%

not top 5XLF17.8%

not top 5XLI11.6%

not top 5XLV8.8%

6.9%MSFTnot top 5

not top 5XLU6.1%

5.9%NVDAnot top 5

4.1%METAnot top 5

4.0%AVGOnot top 5

3.2%GEnot top 5

Held in common0.0%

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

CGDV vs SECT Returns, Every Period

Capital GroupCGDV

+16.1%

past year

SECTMain Management

+11.6%

past year

CGDVSECTFaded: behind in that period

3–0CGDV wins

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

CGDV vs JEPQ

YTD

Capital GroupCGDV

+12.1%

JEPQJ.P. Morgan

+6.6%

+12.1%Year to date+6.6%

−9.7%Worst drop · 1Y−11.5%

13.5%Volatility · 1Y16.9%

1.2%Yield12.4%

$37.8BAssets$40.7B

3–1CGDV wins

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

Cost, Income and Risk

Fees: SECT, CGDV, JEPQ

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPQ0.35%$35

SECT0.69%$69

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

Yields: SECT, CGDV, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

CGDV1.24%$124

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

CGDV$124 − $33 = $91

SECT$71 − $69 = $2

KeptFee

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

Overlap: SECT, CGDV, JEPQ

Today

29.0%most shared, CGDV and JEPQ

SECTCGDVJEPQ

SECT—0.0%0.0%

CGDV0.0%—29.0%

JEPQ0.0%29.0%—

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

Return vs Bumpiness: 3 ETFs

+16.1%CGDV, at 13.5% volatility

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 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCGDV

+6.6%Year to date+12.1%

12.4%Yield1.2%

+9.2%Past year+16.1%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026