Compare · 3 funds side by side · dividends reinvested

SECT, VO and IJH

SECTMain Management×VOVanguard×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,179SECT · best of the three

02 / 04

SECT, VO and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.0

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: SECT 2017 · VO 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SECT

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

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

SECTMeasureVO

+5.4%Year to dateJan 1 → Nov 5+10.7%

+7.3%1 yearTotal return+12.4%

+18.9%3 years · per year$10,000 became $16,790 · $16,795+18.9%

+10.1%5 years · per year$10,000 became $16,179 · $13,616+6.4%

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%

15.8%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 5, 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

81.8%in top 5

in top 55.3%

SECTStockVO

38.1%XLKnot top 5

17.5%XLFnot top 5

11.5%XLInot top 5

8.6%XLVnot top 5

6.0%QQQMnot 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 5, 2026 · share of each fund

SECT vs VO Returns, Every Period

Main ManagementSECT

+10.1%

5 years, per year

VOVanguard

+6.4%

5 years, per year

SECTVOFaded: behind in that period

1–2VO wins

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

Unsorted vs Stocks: SECT vs VO

YTD

Main ManagementSECT

+5.4%

VOVanguard

+10.7%

+5.4%Year to date+10.7%

−10.7%Worst drop · 1Y−8.2%

15.8%Volatility · 1Y12.9%

0.7%Yield1.4%

$2.9BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: SECT, VO, IJH

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

SECT0.69%$69

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

Yields: SECT, VO, IJH

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IJH1.26%$126

SECT0.73%$73

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJH$126 − $5 = $121

SECT$73 − $69 = $4

KeptFee

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

Overlap: SECT, VO, IJH

Today

0.2%most shared, VO and IJH

SECTVOIJH

SECT—0.0%0.0%

VO0.0%—0.2%

IJH0.0%0.2%—

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

Return vs Bumpiness: 3 ETFs

+12.9%IJH, at 15.5% volatility

VOWorst drop−8.2%12.9% vol

IJHWorst drop−8.8%15.5% vol

SECTWorst drop−10.7%15.8% vol

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

Paid More vs Made More

YTD

VOIJH

+10.7%Year to date+9.5%

1.4%Yield1.3%

+12.4%Past year+12.9%

0.03%Fee0.05%

3–1VO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026