Compare · 4 funds side by side · dividends reinvested

VO, SECT, DFAC and IJH

VOVanguard×SECTMain Management×DFACDimensional×IJHiShares×

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

02 / 04

VO, SECT, DFAC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.8

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.0

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%$121B2.8

Main Sector Rotation ETFUnsorted0.69%0.73%+5.9%+7.1%+18.6%+10.2%−10.7%15.7%$2.9B3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: VO 2004 · SECT 2017 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

DFAC

SECT

Main Sector Rotation ETF · $2.9B$16,251

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

DFACMeasureSECT

+11.4%Year to dateJan 1 → Nov 6+5.9%

+13.8%1 yearTotal return+7.1%

+21.0%3 years · per year$10,000 became $17,722 · $16,703+18.6%

+10.6%5 years · per year$10,000 became $16,525 · $16,251+10.2%

0.21%Expense ratio$21 · $69 a year on $10k · lower is better0.69%

0.90%Trailing 12-mo yield$90 · $73 a year on $10k0.73%

−8.5%Worst dropSmaller is better−10.7%

12.9%VolatilityLower is calmer15.7%

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

8–0DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs SECT: Top 5 Holdings

Today

DFAC

20.4%in top 5

SECT

in top 581.5%

DFACStockSECT

not top 5XLK36.9%

not top 5XLF17.9%

not top 5XLI11.7%

not top 5XLV8.8%

not top 5XLU6.1%

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

DFAC vs SECT Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

SECTMain Management

+10.2%

5 years, per year

DFACSECTFaded: behind in that period

4–0DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAC vs VO

YTD

DimensionalDFAC

+11.4%

VOVanguard

+10.6%

+11.4%Year to date+10.6%

−8.5%Worst drop · 1Y−8.2%

12.9%Volatility · 1Y12.9%

0.9%Yield1.4%

$85.7BAssets$103B

2–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VO, SECT, DFAC, IJH

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

DFAC0.21%$21

SECT0.69%$69

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VO, SECT, DFAC, IJH

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IJH1.26%$126

DFAC0.90%$90

SECT0.73%$73

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

SECT$73 − $69 = $4

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VO, SECT, DFAC, IJH

Today

19.7%most shared, VO and DFAC

VOSECTDFACIJH

VO—0.0%19.7%0.2%

SECT0.0%—0.0%0.0%

DFAC19.7%0.0%—11.4%

IJH0.2%0.0%11.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.8%DFAC, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

SECTWorst drop−10.7%15.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAC

+10.6%Year to date+11.4%

1.4%Yield0.9%

+11.6%Past year+13.8%

0.03%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026