VIG vs SECT

AVIG

BSECT

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$17,260SECT · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common0.0%VIG and SECT

VIG

SECT

Vanguard Dividend Appreciation ETF · $109BMain Sector Rotation ETF · $2.9B

+20.6%3 years · per year$17,533 · $17,803+21.2%

+11.2%5 years · per year$17,005 · $17,260+11.5%

0.04%Expense ratio$4 · $69 on $10k · lower wins0.69%

1.44%12-mo yield$144 · $69 on $10k0.69%

−7.9%Worst dropSmaller wins−10.7%

10.2%VolatilityLower wins14.9%

4–2VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · SECT

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

Held in common0.0%

End-of-day Nov 4, 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	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.69%	+1.2%	+11.1%	+11.3%	+21.2%	+11.5%	−10.7%	$2.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.69%	+1.2%	+11.1%	+11.3%	+21.2%	+11.5%	−10.7%	$2.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs SECT

VIG

Vanguard Dividend Appreciation

$17,005

SECT

Main Sector Rotation

$17,260

MeasureVIGSECT

Fee0.04%0.69%

Cost on $10k a year$4$69

Yield1.44%0.69%

5 years, per year+11.2%+11.5%

3 years, per year+20.6%+21.2%

Worst drop · 1Y−7.9%−10.7%

Volatility · 1Y10.2%14.9%

4–2measures won
VIG first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

Overlap: VIG, SECT, JEPI

Today

30.7%most shared, VIG and JEPI

VIGSECTJEPI

VIG—0.0%30.7%

SECT0.0%—0.0%

JEPI30.7%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

VIG$144 − $4 = $140

SECT$69 − $69 = $0

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee