JEPI vs SECT

AJEPI

BSECT

Measures won4–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · SECT $16,525

Lowest cost0.08%DGRO · $8 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common0.0%JEPI and SECT

JEPI

SECT

JPMorgan Equity Premium Income ETF · $45.2BMain Sector Rotation ETF · $2.8B

+11.0%3 years · per year$13,679 · $16,823+18.9%

+7.6%5 years · per year$14,448 · $16,525+10.6%

0.35%Expense ratio$35 · $69 on $10k · lower wins0.69%

7.93%12-mo yield$793 · $71 on $10k0.71%

−6.7%Worst dropSmaller wins−10.7%

9.0%VolatilityLower wins15.9%

4–2JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPI · SECT

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

Held in common0.0%

End-of-day Nov 9, 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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.71%	+2.8%	+8.8%	+11.6%	+18.9%	+10.6%	−10.7%	$2.8B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.71%	+2.8%	+8.8%	+11.6%	+18.9%	+10.6%	−10.7%	$2.8B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPI vs SECT

JEPI

JPMorgan Equity Premium Income

$14,448

SECT

Main Sector Rotation

$16,525

MeasureJEPISECT

Fee0.35%0.69%

Cost on $10k a year$35$69

Yield7.93%0.71%

5 years, per year+7.6%+10.6%

3 years, per year+11.0%+18.9%

Worst drop · 1Y−6.7%−10.7%

Volatility · 1Y9.0%15.9%

4–2measures won
JEPI first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: JEPI, SECT, CGDV, DGRO

Today

34.4%most shared, JEPI and DGRO

JEPISECTCGDVDGRO

JEPI—0.0%27.5%34.4%

SECT0.0%—0.0%0.0%

CGDV27.5%0.0%—28.2%

DGRO34.4%0.0%28.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

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