Compare · 3 funds side by side · dividends reinvested

IWF, SECT and VO

IWFiShares×SECTMain Management×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,251SECT · best of the three

02 / 04

IWF, SECT and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.5

Main Sector Rotation ETFUnsorted0.69%0.73%+5.9%+7.1%+18.6%+10.2%−10.7%15.7%$2.7B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.5

Rank among the three1st → 3rdFee, 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: IWF 2000 · SECT 2017 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Main Sector Rotation ETF · $2.7B$16,251

SECT

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

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

SECTMeasureVO

+5.9%Year to dateJan 1 → Nov 6+10.6%

+7.1%1 yearTotal return+11.6%

+18.6%3 years · per year$10,000 became $16,703 · $16,701+18.6%

+10.2%5 years · per year$10,000 became $16,251 · $13,590+6.3%

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

0.73%Trailing 12-mo yield$73 · $139 a year on $10k1.39%

−10.7%Worst dropSmaller is better−8.2%

15.7%VolatilityLower is calmer12.9%

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

1–6VO 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 VO: Top 5 Holdings

Today

SECT

81.5%in top 5

in top 55.3%

SECTStockVO

36.9%XLKnot top 5

17.9%XLFnot top 5

11.7%XLInot top 5

8.8%XLVnot top 5

6.1%XLUnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

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

SECT vs VO Returns, Every Period

Main ManagementSECT

+10.2%

5 years, per year

VOVanguard

+6.3%

5 years, per year

SECTVOFaded: behind in that period

1–2VO wins

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

Unsorted vs Stocks: SECT vs VO

YTD

Main ManagementSECT

+5.9%

VOVanguard

+10.6%

+5.9%Year to date+10.6%

−10.7%Worst drop · 1Y−8.2%

15.7%Volatility · 1Y12.9%

0.7%Yield1.4%

$2.7BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: IWF, SECT, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

SECT0.69%$69

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

Yields: IWF, SECT, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SECT0.73%$73

IWF0.39%$39

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWF$39 − $18 = $21

SECT$73 − $69 = $4

KeptFee

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

Overlap: IWF, SECT, VO

Today

9.2%most shared, IWF and VO

IWFSECTVO

IWF—0.0%9.2%

SECT0.0%—0.0%

VO9.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

+11.6%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

SECTWorst drop−10.7%15.7% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

VOSECT

+10.6%Year to date+5.9%

1.4%Yield0.7%

+11.6%Past year+7.1%

0.03%Fee0.69%

4–0VO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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$59.7B

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