Compare · 3 funds side by side · dividends reinvested

IJR, SECT and VTV

IJRiShares×SECTMain Management×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

IJR, SECT and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$104B2.4

Main Sector Rotation ETFUnsorted0.69%0.73%+5.4%+7.3%+18.9%+10.1%−10.7%15.8%$2.9B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IJR 2000 · SECT 2017 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,136

IJR

SECT

Main Sector Rotation ETF · $2.9B$16,179

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

IJRMeasureSECT

+15.4%Year to dateJan 1 → Nov 5+5.4%

+19.4%1 yearTotal return+7.3%

+17.4%3 years · per year$10,000 became $16,200 · $16,790+18.9%

+5.6%5 years · per year$10,000 became $13,136 · $16,179+10.1%

0.06%Expense ratio$6 · $69 a year on $10k · lower is better0.69%

1.24%Trailing 12-mo yield$124 · $73 a year on $10k0.73%

−9.7%Worst dropSmaller is better−10.7%

16.3%VolatilityLower is calmer15.8%

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

5–3IJR wins

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

More Ways to See the Pairs

IJR vs SECT: Top 5 Holdings

Today

IJR

2.7%in top 5

SECT

in top 581.8%

IJRStockSECT

not top 5XLK38.1%

not top 5XLF17.5%

not top 5XLI11.5%

not top 5XLV8.6%

not top 5QQQM6.0%

0.6%PAYCnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

0.5%MTCHnot top 5

0.5%VSATnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

IJR vs SECT Returns, Every Period

iSharesIJR

+5.6%

5 years, per year

SECTMain Management

+10.1%

5 years, per year

IJRSECTFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IJR vs VTV

YTD

iSharesIJR

+15.4%

VTVVanguard

+19.0%

+15.4%Year to date+19.0%

−9.7%Worst drop · 1Y−6.4%

16.3%Volatility · 1Y10.7%

1.2%Yield1.9%

$104BAssets$184B

4–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJR, SECT, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

SECT0.69%$69

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IJR, SECT, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

IJR1.24%$124

SECT0.73%$73

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IJR$124 − $6 = $118

SECT$73 − $69 = $4

KeptFee

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

Overlap: IJR, SECT, VTV

Today

0.0%most shared, IJR and SECT

IJRSECTVTV

IJR—0.0%0.0%

SECT0.0%—0.0%

VTV0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

SECTWorst drop−10.7%15.8% vol

IJRWorst drop−9.7%16.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIJR

+19.0%Year to date+15.4%

1.9%Yield1.2%

+24.0%Past year+19.4%

0.03%Fee0.06%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

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