CGDV vs SECT

ACGDV

BSECT

Measures won5–0CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,251SECT

Lowest cost0.33%CGDV · $33 on $10k

Most income1.27%CGDV · $127 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common0.0%CGDV and SECT

CGDV

SECT

Capital Group Dividend Value ETF · $39.5BMain Sector Rotation ETF · $2.9B

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

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

0.33%Expense ratio$33 · $69 on $10k · lower wins0.69%

1.27%12-mo yield$127 · $73 on $10k0.73%

−9.7%Worst dropSmaller wins−10.7%

13.4%VolatilityLower wins15.7%

5–0CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGDV · SECT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSECT	Main Sector Rotation ETFRead Desk		0.69%	0.73%	+0.4%	+5.9%	+7.1%	+18.6%	+10.2%	−10.7%	$2.9B
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSECT	Main Sector Rotation ETFRead Desk		0.69%	0.73%	+0.4%	+5.9%	+7.1%	+18.6%	+10.2%	−10.7%	$2.9B
2	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGDV vs SECT

CGDV

Capital Group Dividend Value

[…]

SECT

Main Sector Rotation

$16,251

MeasureCGDVSECT

Fee0.33%0.69%

Cost on $10k a year$33$69

Yield1.27%0.73%

5 years, per year[…]+10.2%

3 years, per year+23.5%+18.6%

Worst drop · 1Y−9.7%−10.7%

Volatility · 1Y13.4%15.7%

5–0measures won
CGDV first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: CGDV, SECT

Today

0.0%most shared, CGDV and SECT

CGDVSECT

CGDV—0.0%

SECT0.0%—

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

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