Compare · 3 funds side by side · dividends reinvested

SECT, VUG and IJR

SECTMain Management×VUGVanguard×IJRiShares×

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, VUG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$104B1.8

Main Sector Rotation ETFUnsorted0.69%0.73%+5.4%+7.3%+18.9%+10.1%−10.7%15.8%$2.9B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

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 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SECT

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

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

SECTMeasureVUG

+5.4%Year to dateJan 1 → Nov 5+0.5%

+7.3%1 yearTotal return−0.6%

+18.9%3 years · per year$10,000 became $16,790 · $18,532+22.8%

+10.1%5 years · per year$10,000 became $16,179 · $16,052+9.9%

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

0.73%Trailing 12-mo yield$73 · $43 a year on $10k0.43%

−10.7%Worst dropSmaller is better−15.1%

15.8%VolatilityLower is calmer19.0%

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

6–2SECT 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 VUG: Top 5 Holdings

Today

SECT

81.8%in top 5

VUG

in top 545.2%

SECTStockVUG

38.1%XLKnot top 5

17.5%XLFnot top 5

not top 5NVDA13.5%

not top 5AAPL12.5%

11.5%XLInot top 5

not top 5MSFT9.7%

8.6%XLVnot top 5

6.0%QQQMnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common0.0%

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

SECT vs VUG Returns, Every Period

Main ManagementSECT

+10.1%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

SECTVUGFaded: behind in that period

3–1SECT wins

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

Unsorted vs Stocks: SECT vs IJR

YTD

Main ManagementSECT

+5.4%

IJRiShares

+15.4%

+5.4%Year to date+15.4%

−10.7%Worst drop · 1Y−9.7%

15.8%Volatility · 1Y16.3%

0.7%Yield1.2%

$2.9BAssets$104B

3–1IJR wins

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

Cost, Income and Risk

Fees: SECT, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

SECT0.69%$69

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

Yields: SECT, VUG, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

SECT0.73%$73

VUG0.43%$43

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

VUG$43 − $3 = $40

SECT$73 − $69 = $4

KeptFee

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

Overlap: SECT, VUG, IJR

Today

0.0%most shared, SECT and VUG

SECTVUGIJR

SECT—0.0%0.0%

VUG0.0%—0.0%

IJR0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+19.4%IJR, at 16.3% volatility

SECTWorst drop−10.7%15.8% vol

IJRWorst drop−9.7%16.3% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

IJRSECT

+15.4%Year to date+5.4%

1.2%Yield0.7%

+19.4%Past year+7.3%

0.06%Fee0.69%

4–0IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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