Compare · 4 funds side by side · dividends reinvested

DFAC, SECT, VUG and IJR

DFACDimensional×SECTMain Management×VUGVanguard×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,525DFAC · best of the four

02 / 04

DFAC, SECT, VUG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.3

Main Sector Rotation ETFUnsorted0.69%0.73%+5.9%+7.1%+18.6%+10.2%−10.7%15.7%$2.9B2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DFAC 2005 · SECT 2017 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Main Sector Rotation ETF · $2.9B$16,251

SECT

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SECTMeasureVUG

+5.9%Year to dateJan 1 → Nov 6+1.4%

+7.1%1 yearTotal return+0.2%

+18.6%3 years · per year$10,000 became $16,703 · $18,415+22.6%

+10.2%5 years · per year$10,000 became $16,251 · $16,124+10.0%

0.69%Expense ratio$69 · $3 a year on $10k · lower is better0.03%

0.73%Trailing 12-mo yield$73 · $42 a year on $10k0.42%

−10.7%Worst dropSmaller is better−15.1%

15.7%VolatilityLower is calmer19.0%

SECTVUG Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2SECT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SECT vs VUG: Top 5 Holdings

Today

SECT

81.5%in top 5

VUG

in top 545.2%

SECTStockVUG

36.9%XLKnot top 5

17.9%XLFnot top 5

not top 5NVDA13.5%

not top 5AAPL12.5%

11.7%XLInot top 5

not top 5MSFT9.7%

8.8%XLVnot top 5

6.1%XLUnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SECT vs VUG Returns, Every Period

Main ManagementSECT

+10.2%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

SECTVUGFaded: behind in that period

3–1SECT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Stocks: SECT vs IJR

YTD

Main ManagementSECT

+5.9%

IJRiShares

+15.5%

+5.9%Year to date+15.5%

−10.7%Worst drop · 1Y−9.7%

15.7%Volatility · 1Y16.2%

0.7%Yield1.2%

$2.9BAssets$104B

3–1IJR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SECT, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

DFAC0.21%$21

SECT0.69%$69

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAC, SECT, VUG, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

DFAC0.90%$90

SECT0.73%$73

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

SECT$73 − $69 = $4

KeptFee

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

Overlap: DFAC, SECT, VUG, IJR

Today

35.7%most shared, DFAC and VUG

DFACSECTVUGIJR

DFAC—0.0%35.7%6.4%

SECT0.0%—0.0%0.0%

VUG35.7%0.0%—0.0%

IJR6.4%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+17.6%IJR, at 16.2% volatility

DFACWorst drop−8.5%12.9% vol

SECTWorst drop−10.7%15.7% vol

IJRWorst drop−9.7%16.2% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJRDFAC

+15.5%Year to date+11.4%

1.2%Yield0.9%

+17.6%Past year+13.8%

0.06%Fee0.21%

4–0IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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