Compare · 3 funds side by side · dividends reinvested

SECT, XLSR and VO

SECTMain Management×XLSRSPDR×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525SECT · best of the three

02 / 04

SECT, XLSR and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.4

Main Sector Rotation ETFUnsorted0.69%0.71%+8.8%+11.6%+18.9%+10.6%−10.7%15.9%$2.8B1.9

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.41%+4.7%+7.9%+16.9%+8.6%−11.1%14.6%$1.0B2.8

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 · XLSR 2019 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SECT

XLSR

State Street US Sector Rotation ETF · $1.0B$15,072

$10,000 five years ago, dividends reinvested · they hold 52.1% in common

SECTMeasureXLSR

+8.8%Year to dateJan 1 → Nov 9+4.7%

+11.6%1 yearTotal return+7.9%

+18.9%3 years · per year$10,000 became $16,823 · $15,956+16.9%

+10.6%5 years · per year$10,000 became $16,525 · $15,072+8.6%

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

0.71%Trailing 12-mo yield$71 · $41 a year on $10k0.41%

−10.7%Worst dropSmaller is better−11.1%

15.9%VolatilityLower is calmer14.6%

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

7–1SECT 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 XLSR: Top 5 Holdings

Today

SECT

81.5%in top 5

XLSR

in top 566.7%

SECTStockXLSR

37.3%XLK26.9%

8.8%XLV19.5%

17.8%XLF10.5%

11.6%XLInot top 5

6.1%XLUnot top 5

not top 5XLP5.2%

not top 5XLY4.6%

Held in common52.1%

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

SECT vs XLSR Returns, Every Period

Main ManagementSECT

+10.6%

5 years, per year

XLSRSPDR

+8.6%

5 years, per year

SECTXLSRFaded: behind in that period

4–0SECT wins

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

Unsorted vs Stocks: SECT vs VO

YTD

Main ManagementSECT

+8.8%

VOVanguard

+13.6%

+8.8%Year to date+13.6%

−10.7%Worst drop · 1Y−8.2%

15.9%Volatility · 1Y13.1%

0.7%Yield1.4%

$2.8BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: SECT, XLSR, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SECT0.69%$69

XLSR0.70%$70

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

Yields: SECT, XLSR, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SECT0.71%$71

XLSR0.41%$41

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SECT$71 − $69 = $2

XLSR$41 − $70 = −$29

KeptFee

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

Overlap: SECT, XLSR, VO

Today

52.1%most shared, SECT and XLSR

SECTXLSRVO

SECT—52.1%0.0%

XLSR52.1%—0.0%

VO0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+15.6%VO, at 13.1% volatility

VOWorst drop−8.2%13.1% vol

XLSRWorst drop−11.1%14.6% vol

SECTWorst drop−10.7%15.9% vol

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

Paid More vs Made More

YTD

VOSECT

+13.6%Year to date+8.8%

1.4%Yield0.7%

+15.6%Past year+11.6%

0.03%Fee0.69%

4–0VO 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