JEPI vs SECT

AJEPI

BSECT

Measures won4–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,941DGRO · SECT $16,179

Lowest cost0.08%DGRO · $8 on $10k

Most income8.09%JEPI · $809 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 · $46.8BMain Sector Rotation ETF · $2.9B

+11.0%3 years · per year$13,674 · $16,790+18.9%

+7.1%5 years · per year$14,108 · $16,179+10.1%

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

8.09%12-mo yield$809 · $73 on $10k0.73%

−6.7%Worst dropSmaller wins−10.7%

8.8%VolatilityLower wins15.8%

4–2JEPI wins

$10,000 · 5 yearsAll three, 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 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$44.9B
2	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	−5.1%	+5.4%	+7.3%	+18.9%	+10.1%	−10.7%	$2.9B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$44.9B
2	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	−5.1%	+5.4%	+7.3%	+18.9%	+10.1%	−10.7%	$2.9B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

End-of-day Nov 5, 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

$14,108

SECT

Main Sector Rotation

$16,179

MeasureJEPISECT

Fee0.35%0.69%

Cost on $10k a year$35$69

Yield8.09%0.73%

5 years, per year+7.1%+10.1%

3 years, per year+11.0%+18.9%

Worst drop · 1Y−6.7%−10.7%

Volatility · 1Y8.8%15.8%

4–2measures won
JEPI first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

Overlap: JEPI, SECT, DGRO

Today

34.2%most shared, JEPI and DGRO

JEPISECTDGRO

JEPI—0.0%34.2%

SECT0.0%—0.0%

DGRO34.2%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DGRO$186 − $8 = $178

SECT$73 − $69 = $4

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee