Compare · 2 funds side by side · dividends reinvested

SECT and CGDV

SECTMain Management×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,251SECT · best of the two

02 / 04

SECT and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B1.0

Main Sector Rotation ETFUnsorted0.69%0.73%+5.9%+7.1%+18.6%+10.2%−10.7%15.7%$2.9B1.9

Rank among the two1st → 2ndFee, 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: SECT 2017 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Main Sector Rotation ETF · $2.9B$16,251

SECT

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

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

SECTMeasureCGDV

+5.9%Year to dateJan 1 → Nov 6+9.6%

+7.1%1 yearTotal return+12.9%

+18.6%3 years · per year$10,000 became $16,703 · $18,840+23.5%

+10.2%5 years · per year$10,000 became $16,251 · […][…]

0.69%Expense ratio$69 · $33 a year on $10k · lower is better0.33%

0.73%Trailing 12-mo yield$73 · $127 a year on $10k1.27%

−10.7%Worst dropSmaller is better−9.7%

15.7%VolatilityLower is calmer13.4%

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

0–7CGDV 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 CGDV: Top 5 Holdings

Today

SECT

81.5%in top 5

CGDV

in top 523.9%

SECTStockCGDV

36.9%XLKnot top 5

17.9%XLFnot top 5

11.7%XLInot top 5

8.8%XLVnot top 5

not top 5MSFT7.0%

6.1%XLUnot top 5

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SECT vs CGDV Returns, Every Period

Main ManagementSECT

+7.1%

past year

CGDVCapital Group

+12.9%

past year

SECTCGDVFaded: behind in that period

0–3CGDV wins

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

Unsorted vs Income: SECT vs CGDV

YTD

Main ManagementSECT

+5.9%

CGDVCapital Group

+9.6%

+5.9%Year to date+9.6%

−10.7%Worst drop · 1Y−9.7%

15.7%Volatility · 1Y13.4%

0.7%Yield1.3%

$2.9BAssets$39.5B

4–0CGDV wins

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

Cost, Income and Risk

Fees: SECT, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

SECT0.69%$69

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

Yields: SECT, CGDV

1.27%highest, CGDV

FundTrailing yieldYield$10k

CGDV1.27%$127

SECT0.73%$73

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, CGDV

CGDV$127 − $33 = $94

SECT$73 − $69 = $4

KeptFee

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

Overlap: SECT, CGDV

Today

0.0%most shared, SECT and CGDV

SECTCGDV

SECT—0.0%

CGDV0.0%—

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

Return vs Bumpiness: 2 ETFs

+12.9%CGDV, at 13.4% volatility

CGDVWorst drop−9.7%13.4% vol

SECTWorst drop−10.7%15.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CGDVSECT

+9.6%Year to date+5.9%

1.3%Yield0.7%

+12.9%Past year+7.1%

0.33%Fee0.69%

4–0CGDV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026