DGRO vs SECT

ADGRO

BSECT

Measures won6–0DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common0.0%DGRO and SECT

DGRO

SECT

iShares Core Dividend Growth ETF · $44.7BMain Sector Rotation ETF · $2.7B

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

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

0.08%Expense ratio$8 · $69 on $10k · lower wins0.69%

1.87%12-mo yield$187 · $73 on $10k0.73%

−6.5%Worst dropSmaller wins−10.7%

10.2%VolatilityLower wins15.7%

6–0DGRO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDGRO · 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

All Four

5Y4 funds

#
1	ADGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	+0.4%	+5.9%	+7.1%	+18.6%	+10.2%	−10.7%	$2.7B
4	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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

All Four

5Y4 funds

#
1	ADGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	+0.4%	+5.9%	+7.1%	+18.6%	+10.2%	−10.7%	$2.7B
4	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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

DGRO vs SECT

DGRO

iShares Core Dividend Growth

$16,835

SECT

Main Sector Rotation

$16,251

MeasureDGROSECT

Fee0.08%0.69%

Cost on $10k a year$8$69

Yield1.87%0.73%

5 years, per year+11.0%+10.2%

3 years, per year+20.7%+18.6%

Worst drop · 1Y−6.5%−10.7%

Volatility · 1Y10.2%15.7%

6–0measures won
DGRO first

0.0%

holdings shared

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

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: DGRO, SECT, VIG, SCHD

Today

68.1%most shared, DGRO and VIG

DGROSECTVIGSCHD

DGRO—0.0%68.1%21.3%

SECT0.0%—0.0%0.0%

VIG68.1%0.0%—14.5%

SCHD21.3%0.0%14.5%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

VIG$150 − $4 = $146

SECT$73 − $69 = $4

KeptFee

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