Compare · 4 funds side by side · dividends reinvested

VO, SECT, IJR and DFAC

VOVanguard×SECTMain Management×IJRiShares×DFACDimensional×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

VO, SECT, IJR and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B2.6

Main Sector Rotation ETFUnsorted0.69%0.71%+8.8%+11.6%+18.9%+10.6%−10.7%15.9%$2.8B3.4

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: VO 2004 · SECT 2017 · IJR 2000 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

SECT

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

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

SECTMeasureDFAC

+8.8%Year to dateJan 1 → Nov 9+14.1%

+11.6%1 yearTotal return+17.7%

+18.9%3 years · per year$10,000 became $16,823 · $17,787+21.2%

+10.6%5 years · per year$10,000 became $16,525 · $16,820+11.0%

0.69%Expense ratio$69 · $21 a year on $10k · lower is better0.21%

0.71%Trailing 12-mo yield$71 · $88 a year on $10k0.88%

−10.7%Worst dropSmaller is better−8.5%

15.9%VolatilityLower is calmer13.1%

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

0–8DFAC 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 DFAC: Top 5 Holdings

Today

SECT

81.5%in top 5

DFAC

in top 520.4%

SECTStockDFAC

37.3%XLKnot top 5

17.8%XLFnot top 5

11.6%XLInot top 5

8.8%XLVnot top 5

6.1%XLUnot top 5

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.9%

not top 5AMZN2.7%

not top 5META1.9%

Held in common0.0%

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

SECT vs DFAC Returns, Every Period

Main ManagementSECT

+10.6%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

SECTDFACFaded: behind in that period

0–4DFAC 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: VO, SECT, IJR, DFAC

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

DFAC0.21%$21

SECT0.69%$69

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

Yields: VO, SECT, IJR, DFAC

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IJR1.21%$121

DFAC0.88%$88

SECT0.71%$71

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

SECT$71 − $69 = $2

KeptFee

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

Overlap: VO, SECT, IJR, DFAC

Today

19.6%most shared, VO and DFAC

VOSECTIJRDFAC

VO—0.0%0.0%19.6%

SECT0.0%—0.0%0.0%

IJR0.0%0.0%—6.4%

DFAC19.6%0.0%6.4%—

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

Return vs Bumpiness: 4 ETFs

+22.8%IJR, at 16.4% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

SECTWorst drop−10.7%15.9% vol

IJRWorst drop−9.7%16.4% vol

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

Paid More vs Made More

YTD

VOIJR

+13.6%Year to date+18.9%

1.4%Yield1.2%

+15.6%Past year+22.8%

0.03%Fee0.06%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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