Compare · 4 funds side by side · dividends reinvested

VYM, SECT, SCHD and CGDV

VYMVanguard×SECTMain Management×SCHDSchwab×CGDVCapital Group×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941VYM · best of the four

02 / 04

VYM, SECT, SCHD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.7

Main Sector Rotation ETFUnsorted0.69%0.73%+5.9%+7.1%+18.6%+10.2%−10.7%15.7%$2.9B3.9

Rank among the four1st → 4thFee, 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: VYM 2006 · SECT 2017 · SCHD 2011 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$16,941

VYM

SECT

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

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

VYMMeasureSECT

+12.8%Year to dateJan 1 → Nov 6+5.9%

+16.5%1 yearTotal return+7.1%

+19.6%3 years · per year$10,000 became $17,107 · $16,703+18.6%

+11.1%5 years · per year$10,000 became $16,941 · $16,251+10.2%

0.04%Expense ratio$4 · $69 a year on $10k · lower is better0.69%

2.31%Trailing 12-mo yield$231 · $73 a year on $10k0.73%

−6.7%Worst dropSmaller is better−10.7%

10.6%VolatilityLower is calmer15.7%

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

8–0VYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VYM vs SECT: Top 5 Holdings

Today

VYM

18.2%in top 5

SECT

in top 581.5%

VYMStockSECT

not top 5XLK36.9%

not top 5XLF17.9%

not top 5XLI11.7%

not top 5XLV8.8%

6.9%AVGOnot top 5

not top 5XLU6.1%

3.8%JPMnot top 5

2.8%XOMnot top 5

2.7%JNJnot top 5

2.0%ABBVnot top 5

Held in common0.0%

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

VYM vs SECT Returns, Every Period

VanguardVYM

+11.1%

5 years, per year

SECTMain Management

+10.2%

5 years, per year

VYMSECTFaded: behind in that period

4–0VYM wins

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

VYM vs SCHD

YTD

VanguardVYM

+12.8%

SCHDSchwab

+31.4%

+12.8%Year to date+31.4%

−6.7%Worst drop · 1Y−6.9%

10.6%Volatility · 1Y11.7%

2.3%Yield3.0%

$78.9BAssets$120B

2–2level

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

Cost, Income and Risk

Fees: VYM, SECT, SCHD, CGDV

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

CGDV0.33%$33

SECT0.69%$69

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

Yields: VYM, SECT, SCHD, CGDV

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VYM2.31%$231

CGDV1.27%$127

SECT0.73%$73

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

SECT$73 − $69 = $4

KeptFee

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

Overlap: VYM, SECT, SCHD, CGDV

Today

22.8%most shared, VYM and CGDV

VYMSECTSCHDCGDV

VYM—0.0%21.9%22.8%

SECT0.0%—0.0%0.0%

SCHD21.9%0.0%—5.9%

CGDV22.8%0.0%5.9%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% 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

SCHDVYM

+31.4%Year to date+12.8%

3.0%Yield2.3%

+37.0%Past year+16.5%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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