Compare · 3 funds side by side · dividends reinvested

SECT, DGRO and CGDV

SECTMain Management×DGROiShares×CGDVCapital Group×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

SECT, DGRO and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B1.9

Main Sector Rotation ETFUnsorted0.69%0.73%+5.9%+7.1%+18.6%+10.2%−10.7%15.7%$2.7B2.9

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: SECT 2017 · DGRO 2014 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

SECT

DGRO

iShares Core Dividend Growth ETF · $44.7B$16,835

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

SECTMeasureDGRO

+5.9%Year to dateJan 1 → Nov 6+16.6%

+7.1%1 yearTotal return+20.3%

+18.6%3 years · per year$10,000 became $16,703 · $17,593+20.7%

+10.2%5 years · per year$10,000 became $16,251 · $16,835+11.0%

0.69%Expense ratio$69 · $8 a year on $10k · lower is better0.08%

0.73%Trailing 12-mo yield$73 · $187 a year on $10k1.87%

−10.7%Worst dropSmaller is better−6.5%

15.7%VolatilityLower is calmer10.2%

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

0–8DGRO 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 DGRO: Top 5 Holdings

Today

SECT

81.5%in top 5

DGRO

in top 515.0%

SECTStockDGRO

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 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common0.0%

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

SECT vs DGRO Returns, Every Period

Main ManagementSECT

+10.2%

5 years, per year

DGROiShares

+11.0%

5 years, per year

SECTDGROFaded: behind in that period

0–4DGRO wins

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

Unsorted vs Income: SECT vs DGRO

YTD

Main ManagementSECT

+5.9%

DGROiShares

+16.6%

+5.9%Year to date+16.6%

−10.7%Worst drop · 1Y−6.5%

15.7%Volatility · 1Y10.2%

0.7%Yield1.9%

$2.7BAssets$44.7B

4–0DGRO wins

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

Cost, Income and Risk

Fees: SECT, DGRO, CGDV

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGDV0.33%$33

SECT0.69%$69

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

Yields: SECT, DGRO, CGDV

1.87%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.87%$187

CGDV1.27%$127

SECT0.73%$73

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

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

CGDV$127 − $33 = $94

SECT$73 − $69 = $4

KeptFee

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

Overlap: SECT, DGRO, CGDV

Today

28.3%most shared, DGRO and CGDV

SECTDGROCGDV

SECT—0.0%0.0%

DGRO0.0%—28.3%

CGDV0.0%28.3%—

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

Return vs Bumpiness: 3 ETFs

+20.3%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

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

DGROCGDV

+16.6%Year to date+9.6%

1.9%Yield1.3%

+20.3%Past year+12.9%

0.08%Fee0.33%

4–0DGRO 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

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

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