Compare · 4 funds side by side · dividends reinvested

SECT, XLSR, VUG and VO

SECTMain Management×XLSRSPDR×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

SECT, XLSR, VUG 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%$103B1.6

Main Sector Rotation ETFUnsorted0.69%0.71%+8.8%+11.6%+18.9%+10.6%−10.7%15.9%$2.8B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

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%$1.0B3.1

Rank among the four1st → 4thFee, 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 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

XLSR

SECT

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

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

XLSRMeasureSECT

+4.7%Year to dateJan 1 → Nov 9+8.8%

+7.9%1 yearTotal return+11.6%

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

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

0.70%Expense ratio$70 · $69 a year on $10k · lower is better0.69%

0.41%Trailing 12-mo yield$41 · $71 a year on $10k0.71%

−11.1%Worst dropSmaller is better−10.7%

14.6%VolatilityLower is calmer15.9%

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

1–7SECT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLSR vs SECT: Top 5 Holdings

Today

XLSR

66.7%in top 5

SECT

in top 581.5%

XLSRStockSECT

26.9%XLK37.3%

19.5%XLV8.8%

10.5%XLF17.8%

not top 5XLI11.6%

not top 5XLU6.1%

5.2%XLPnot top 5

4.6%XLYnot top 5

Held in common52.1%

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

XLSR vs SECT Returns, Every Period

SPDRXLSR

+8.6%

5 years, per year

SECTMain Management

+10.6%

5 years, per year

XLSRSECTFaded: behind in that period

0–4SECT wins

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

XLSR vs VO

YTD

SPDRXLSR

+4.7%

VOVanguard

+13.6%

+4.7%Year to date+13.6%

−11.1%Worst drop · 1Y−8.2%

14.6%Volatility · 1Y13.1%

0.4%Yield1.4%

$1.0BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: SECT, XLSR, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

SECT0.69%$69

XLSR0.70%$70

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

Yields: SECT, XLSR, VUG, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SECT0.71%$71

XLSR0.41%$41

VUG0.41%$41

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VUG$41 − $3 = $38

SECT$71 − $69 = $2

XLSR$41 − $70 = −$29

KeptFee

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

Overlap: SECT, XLSR, VUG, VO

Today

52.1%most shared, SECT and XLSR

SECTXLSRVUGVO

SECT—52.1%0.0%0.0%

XLSR52.1%—21.7%0.0%

VUG0.0%21.7%—10.2%

VO0.0%0.0%10.2%—

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

Return vs Bumpiness: 4 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

VUGWorst drop−15.1%19.1% 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 Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

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