Compare · 4 funds side by side · dividends reinvested

SECT, DGRO, CGDV and SCHD

SECTMain Management×DGROiShares×CGDVCapital Group×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

SECT, DGRO, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

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%$2.8B3.8

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 · DGRO 2014 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SECT

DGRO

iShares Core Dividend Growth ETF · $44.7B$17,131

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

SECTMeasureDGRO

+8.8%Year to dateJan 1 → Nov 9+18.8%

+11.6%1 yearTotal return+22.9%

+18.9%3 years · per year$10,000 became $16,823 · $17,571+20.7%

+10.6%5 years · per year$10,000 became $16,525 · $17,131+11.4%

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

0.71%Trailing 12-mo yield$71 · $184 a year on $10k1.84%

−10.7%Worst dropSmaller is better−6.5%

15.9%VolatilityLower is calmer10.3%

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

0–8DGRO 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 DGRO: Top 5 Holdings

Today

SECT

81.5%in top 5

DGRO

in top 515.1%

SECTStockDGRO

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 5MSFT3.1%

not top 5AAPL3.1%

not top 5ABBV3.1%

not top 5XOM3.0%

not top 5JNJ2.9%

Held in common0.0%

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

SECT vs DGRO Returns, Every Period

Main ManagementSECT

+10.6%

5 years, per year

DGROiShares

+11.4%

5 years, per year

SECTDGROFaded: behind in that period

0–4DGRO 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, DGRO, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

CGDV0.33%$33

SECT0.69%$69

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

Yields: SECT, DGRO, CGDV, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

DGRO1.84%$184

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

DGRO$184 − $8 = $176

CGDV$124 − $33 = $91

SECT$71 − $69 = $2

KeptFee

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

Overlap: SECT, DGRO, CGDV, SCHD

Today

28.2%most shared, DGRO and CGDV

SECTDGROCGDVSCHD

SECT—0.0%0.0%0.0%

DGRO0.0%—28.2%21.3%

CGDV0.0%28.2%—5.8%

SCHD0.0%21.3%5.8%—

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

DGROWorst drop−6.5%10.3% 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

SCHDDGRO

+33.2%Year to date+18.8%

3.0%Yield1.8%

+39.1%Past year+22.9%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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