SECT vs SCHD

ASECT

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · SECT $16,251

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%SECT and SCHD

SECT

SCHD

Main Sector Rotation ETF · $2.9BSchwab U.S. Dividend Equity ETF · $120B

+18.6%3 years · per year$16,703 · $17,266+20.0%

+10.2%5 years · per year$16,251 · $16,267+10.2%

0.69%Expense ratio$69 · $6 on $10k · lower wins0.06%

0.73%12-mo yield$73 · $300 on $10k3.00%

−10.7%Worst dropSmaller wins−6.9%

15.7%VolatilityLower wins11.7%

0–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSECT · SCHD

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 Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ASECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	+0.4%	+5.9%	+7.1%	+18.6%	+10.2%	−10.7%	$2.9B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	ASECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	+0.4%	+5.9%	+7.1%	+18.6%	+10.2%	−10.7%	$2.9B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

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

SECT vs SCHD

SECT

Main Sector Rotation

$16,251

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSECTSCHD

Fee0.69%0.06%

Cost on $10k a year$69$6

Yield0.73%3.00%

5 years, per year+10.2%+10.2%

3 years, per year+18.6%+20.0%

Worst drop · 1Y−10.7%−6.9%

Volatility · 1Y15.7%11.7%

5–0measures won
SCHD 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: SECT, SCHD, JEPI

Today

8.2%most shared, SCHD and JEPI

SECTSCHDJEPI

SECT—0.0%0.0%

SCHD0.0%—8.2%

JEPI0.0%8.2%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

SECT$73 − $69 = $4

KeptFee

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