SECT vs CGDV

ASECT

BCGDV

Measures won0–5CGDV wins · of 6 · 5Y

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

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common0.0%SECT and CGDV

SECT

CGDV

Main Sector Rotation ETF · $2.8BCapital Group Dividend Value ETF · $37.8B

+18.9%3 years · per year$16,823 · $18,934+23.7%

+10.6%5 years · per year$16,525 · […][…]

0.69%Expense ratio$69 · $33 on $10k · lower wins0.33%

0.71%12-mo yield$71 · $124 on $10k1.24%

−10.7%Worst dropSmaller wins−9.7%

15.9%VolatilityLower wins13.5%

0–5CGDV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSECT · CGDV

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	ASECT	Main Sector Rotation ETFRead Desk	0.69%	0.71%	+2.8%	+8.8%	+11.6%	+18.9%	+10.6%	−10.7%	$2.8B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	BCGDV	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	ASECT	Main Sector Rotation ETFRead Desk	0.69%	0.71%	+2.8%	+8.8%	+11.6%	+18.9%	+10.6%	−10.7%	$2.8B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	BCGDV	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

SECT vs CGDV

SECT

Main Sector Rotation

$16,525

CGDV

Capital Group Dividend Value

[…]

MeasureSECTCGDV

Fee0.69%0.33%

Cost on $10k a year$69$33

Yield0.71%1.24%

5 years, per year+10.6%[…]

3 years, per year+18.9%+23.7%

Worst drop · 1Y−10.7%−9.7%

Volatility · 1Y15.9%13.5%

5–0measures won
CGDV 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

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

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

Overlap: SECT, CGDV, DGRO, SCHD

Today

28.2%most shared, CGDV and DGRO

SECTCGDVDGROSCHD

SECT—0.0%0.0%0.0%

CGDV0.0%—28.2%5.8%

DGRO0.0%28.2%—21.3%

SCHD0.0%5.8%21.3%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

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