Compare · 3 funds side by side · dividends reinvested

SECT, IJR and DFAC

SECTMain Management×IJRiShares×DFACDimensional×

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

02 / 04

SECT, IJR and DFAC, 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%$87.7B1.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B1.9

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

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

SECT

IJR

iShares Core S&P Small-Cap ETF · $107B$13,254

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

SECTMeasureIJR

+8.8%Year to dateJan 1 → Nov 9+18.9%

+11.6%1 yearTotal return+22.8%

+18.9%3 years · per year$10,000 became $16,823 · $16,193+17.4%

+10.6%5 years · per year$10,000 became $16,525 · $13,254+5.8%

0.69%Expense ratio$69 · $6 a year on $10k · lower is better0.06%

0.71%Trailing 12-mo yield$71 · $121 a year on $10k1.21%

−10.7%Worst dropSmaller is better−9.7%

15.9%VolatilityLower is calmer16.4%

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

3–5IJR 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 IJR: Top 5 Holdings

Today

SECT

81.5%in top 5

IJR

in top 52.6%

SECTStockIJR

37.3%XLKnot top 5

17.8%XLFnot top 5

11.6%XLInot top 5

8.8%XLVnot top 5

6.1%XLUnot top 5

not top 5PAYC0.5%

not top 5RHP0.5%

not top 5MTCH0.5%

not top 5LTH0.5%

not top 5VSAT0.5%

Held in common0.0%

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

SECT vs IJR Returns, Every Period

Main ManagementSECT

+10.6%

5 years, per year

IJRiShares

+5.8%

5 years, per year

SECTIJRFaded: behind in that period

2–2Level

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

Unsorted vs Stocks: SECT vs IJR

YTD

Main ManagementSECT

+8.8%

IJRiShares

+18.9%

+8.8%Year to date+18.9%

−10.7%Worst drop · 1Y−9.7%

15.9%Volatility · 1Y16.4%

0.7%Yield1.2%

$2.8BAssets$107B

3–1IJR wins

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

Cost, Income and Risk

Fees: SECT, IJR, DFAC

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFAC0.21%$21

SECT0.69%$69

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

Yields: SECT, IJR, DFAC

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

DFAC0.88%$88

SECT0.71%$71

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

SECT$71 − $69 = $2

KeptFee

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

Overlap: SECT, IJR, DFAC

Today

6.4%most shared, IJR and DFAC

SECTIJRDFAC

SECT—0.0%0.0%

IJR0.0%—6.4%

DFAC0.0%6.4%—

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

Return vs Bumpiness: 3 ETFs

+22.8%IJR, at 16.4% volatility

DFACWorst drop−8.5%13.1% vol

SECTWorst drop−10.7%15.9% vol

IJRWorst drop−9.7%16.4% vol

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

Paid More vs Made More

YTD

IJRDFAC

+18.9%Year to date+14.1%

1.2%Yield0.9%

+22.8%Past year+17.7%

0.06%Fee0.21%

4–0IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026