Compare · 3 funds side by side · dividends reinvested

SECT, XLSR and IWF

SECTMain Management×XLSRSPDR×IWFiShares×

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, XLSR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Main Sector Rotation ETFUnsorted0.69%0.73%+5.4%+7.3%+18.9%+10.1%−10.7%15.8%$2.9B1.4

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.42%+2.1%+4.7%+17.0%+8.1%−11.1%14.5%$1.1B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.4

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 · XLSR 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SECT

XLSR

State Street US Sector Rotation ETF · $1.1B$14,735

$10,000 five years ago, dividends reinvested · they hold 52.5% in common

SECTMeasureXLSR

+5.4%Year to dateJan 1 → Nov 5+2.1%

+7.3%1 yearTotal return+4.7%

+18.9%3 years · per year$10,000 became $16,790 · $16,015+17.0%

+10.1%5 years · per year$10,000 became $16,179 · $14,735+8.1%

0.69%Expense ratio$69 · $70 a year on $10k · lower is better0.70%

0.73%Trailing 12-mo yield$73 · $42 a year on $10k0.42%

−10.7%Worst dropSmaller is better−11.1%

15.8%VolatilityLower is calmer14.5%

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

7–1SECT 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 XLSR: Top 5 Holdings

Today

SECT

81.8%in top 5

XLSR

in top 566.8%

SECTStockXLSR

38.1%XLK27.6%

8.6%XLV19.1%

17.5%XLF10.4%

11.5%XLInot top 5

6.0%QQQMnot top 5

not top 5XLP5.1%

not top 5XLY4.6%

Held in common52.5%

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

SECT vs XLSR Returns, Every Period

Main ManagementSECT

+10.1%

5 years, per year

XLSRSPDR

+8.1%

5 years, per year

SECTXLSRFaded: behind in that period

4–0SECT wins

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

Unsorted vs Stocks: SECT vs XLSR

YTD

Main ManagementSECT

+5.4%

XLSRSPDR

+2.1%

+5.4%Year to date+2.1%

−10.7%Worst drop · 1Y−11.1%

15.8%Volatility · 1Y14.5%

0.7%Yield0.4%

$2.9BAssets$1.1B

3–1SECT wins

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

Cost, Income and Risk

Fees: SECT, XLSR, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SECT0.69%$69

XLSR0.70%$70

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

Yields: SECT, XLSR, IWF

0.73%highest, SECT

FundTrailing yieldYield$10k

SECT0.73%$73

XLSR0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

SECT$73 − $69 = $4

XLSR$42 − $70 = −$28

KeptFee

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

Overlap: SECT, XLSR, IWF

Today

52.5%most shared, SECT and XLSR

SECTXLSRIWF

SECT—52.5%0.0%

XLSR52.5%—21.4%

IWF0.0%21.4%—

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

Return vs Bumpiness: 3 ETFs

+7.3%SECT, at 15.8% volatility

XLSRWorst drop−11.1%14.5% vol

SECTWorst drop−10.7%15.8% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

SECTXLSR

+5.4%Year to date+2.1%

0.7%Yield0.4%

+7.3%Past year+4.7%

0.69%Fee0.70%

4–0SECT 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