Compare · 4 funds side by side · dividends reinvested

SECT, CGDV, VIG and SCHD

SECTMain Management×CGDVCapital Group×VIGVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

SECT, CGDV, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.9

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.7

Main Sector Rotation ETFUnsorted0.69%0.71%+8.8%+11.6%+18.9%+10.6%−10.7%15.9%$2.8B3.6

Rank among the four1st → 4thFee, 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 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SECT

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

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

SECTMeasureSCHD

+8.8%Year to dateJan 1 → Nov 9+33.2%

+11.6%1 yearTotal return+39.1%

+18.9%3 years · per year$10,000 became $16,823 · $17,123+19.6%

+10.6%5 years · per year$10,000 became $16,525 · $16,459+10.5%

0.69%Expense ratio$69 · $6 a year on $10k · lower is better0.06%

0.71%Trailing 12-mo yield$71 · $296 a year on $10k2.96%

−10.7%Worst dropSmaller is better−6.9%

15.9%VolatilityLower is calmer11.8%

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

1–7SCHD wins

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

More Ways to See the Pairs

SECT vs SCHD: Top 5 Holdings

Today

SECT

81.5%in top 5

SCHD

in top 521.4%

SECTStockSCHD

37.3%XLKnot top 5

17.8%XLFnot top 5

11.6%XLInot top 5

8.8%XLVnot top 5

6.1%XLUnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

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

SECT vs SCHD Returns, Every Period

Main ManagementSECT

+10.6%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

SECTSCHDFaded: behind in that period

1–3SCHD wins

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

Unsorted vs Income: SECT vs SCHD

YTD

Main ManagementSECT

+8.8%

SCHDSchwab

+33.2%

+8.8%Year to date+33.2%

−10.7%Worst drop · 1Y−6.9%

15.9%Volatility · 1Y11.8%

0.7%Yield3.0%

$2.8BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SECT, CGDV, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGDV0.33%$33

SECT0.69%$69

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

Yields: SECT, CGDV, VIG, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VIG1.46%$146

CGDV1.24%$124

SECT0.71%$71

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

SECT$71 − $69 = $2

KeptFee

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

Overlap: SECT, CGDV, VIG, SCHD

Today

29.4%most shared, CGDV and VIG

SECTCGDVVIGSCHD

SECT—0.0%0.0%0.0%

CGDV0.0%—29.4%5.8%

VIG0.0%29.4%—14.5%

SCHD0.0%5.8%14.5%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

SECTWorst drop−10.7%15.9% vol

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

Paid More vs Made More

YTD

SCHDVIG

+33.2%Year to date+14.8%

3.0%Yield1.5%

+39.1%Past year+17.6%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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

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