Compare · 4 funds side by side · dividends reinvested

SECT, DFAC, IWF and VUG

SECTMain Management×DFACDimensional×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

SECT, DFAC, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

Main Sector Rotation ETFUnsorted0.69%0.71%+8.8%+11.6%+18.9%+10.6%−10.7%15.9%$2.8B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: SECT 2017 · DFAC 2005 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Main Sector Rotation ETF · $2.8B$16,525

SECT

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

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

SECTMeasureIWF

+8.8%Year to dateJan 1 → Nov 9−2.5%

+11.6%1 yearTotal return−2.2%

+18.9%3 years · per year$10,000 became $16,823 · $17,207+19.8%

+10.6%5 years · per year$10,000 became $16,525 · $15,892+9.7%

0.69%Expense ratio$69 · $18 a year on $10k · lower is better0.18%

0.71%Trailing 12-mo yield$71 · $38 a year on $10k0.38%

−10.7%Worst dropSmaller is better−14.6%

15.9%VolatilityLower is calmer19.5%

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

6–2SECT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SECT vs IWF: Top 5 Holdings

Today

SECT

81.5%in top 5

IWF

in top 539.7%

SECTStockIWF

37.3%XLKnot top 5

17.8%XLFnot top 5

not top 5NVDA14.3%

11.6%XLInot top 5

not top 5AAPL8.8%

8.8%XLVnot top 5

not top 5MSFT6.5%

6.1%XLUnot top 5

not top 5GOOGL5.5%

not top 5AVGO4.5%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SECT vs IWF Returns, Every Period

Main ManagementSECT

+10.6%

5 years, per year

IWFiShares

+9.7%

5 years, per year

SECTIWFFaded: behind in that period

3–1SECT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Stocks: SECT vs DFAC

YTD

Main ManagementSECT

+8.8%

DFACDimensional

+14.1%

+8.8%Year to date+14.1%

−10.7%Worst drop · 1Y−8.5%

15.9%Volatility · 1Y13.1%

0.7%Yield0.9%

$2.8BAssets$87.7B

4–0DFAC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SECT, DFAC, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

SECT0.69%$69

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SECT, DFAC, IWF, VUG

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

SECT0.71%$71

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

IWF$38 − $18 = $20

SECT$71 − $69 = $2

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SECT, DFAC, IWF, VUG

Today

78.1%most shared, IWF and VUG

SECTDFACIWFVUG

SECT—0.0%0.0%0.0%

DFAC0.0%—40.3%35.8%

IWF0.0%40.3%—78.1%

VUG0.0%35.8%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

SECTWorst drop−10.7%15.9% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFACSECT

+14.1%Year to date+8.8%

0.9%Yield0.7%

+17.7%Past year+11.6%

0.21%Fee0.69%

4–0DFAC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026