Compare · 2 funds side by side · dividends reinvested

SECT and SCHD

SECTMain Management×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,260SECT · best of the two

02 / 04

SECT and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.1

Main Sector Rotation ETFUnsorted0.69%0.69%+11.1%+11.3%+21.2%+11.5%−10.7%14.9%$2.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SECT 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $121B$16,881

SCHD

SECT

Main Sector Rotation ETF · $2.8B$17,260

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

SCHDMeasureSECT

+35.3%Year to dateJan 1 → Nov 4+11.1%

+41.6%1 yearTotal return+11.3%

+21.4%3 years · per year$10,000 became $17,908 · $17,803+21.2%

+11.0%5 years · per year$10,000 became $16,881 · $17,260+11.5%

0.06%Expense ratio$6 · $69 a year on $10k · lower is better0.69%

2.91%Trailing 12-mo yield$291 · $69 a year on $10k0.69%

−6.9%Worst dropSmaller is better−10.7%

11.5%VolatilityLower is calmer14.9%

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

7–1SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs SECT: Top 5 Holdings

Today

SCHD

21.6%in top 5

SECT

in top 581.9%

SCHDStockSECT

not top 5XLK38.5%

not top 5XLF17.1%

not top 5XLI11.8%

not top 5XLV8.4%

not top 5QQQM6.0%

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SCHD vs SECT Returns, Every Period

SchwabSCHD

+11.0%

5 years, per year

SECTMain Management

+11.5%

5 years, per year

SCHDSECTFaded: behind in that period

3–1SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: SCHD vs SECT

YTD

SchwabSCHD

+35.3%

SECTMain Management

+11.1%

+35.3%Year to date+11.1%

−6.9%Worst drop · 1Y−10.7%

11.5%Volatility · 1Y14.9%

2.9%Yield0.7%

$121BAssets$2.8B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SECT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SECT0.69%$69

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SECT, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SECT0.69%$69

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SECT$69 − $69 = $0

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SECT, SCHD

Today

0.0%most shared, SECT and SCHD

SECTSCHD

SECT—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

SECTWorst drop−10.7%14.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSECT

+35.3%Year to date+11.1%

2.9%Yield0.7%

+41.6%Past year+11.3%

0.06%Fee0.69%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026