Compare · 4 funds side by side · dividends reinvested

VO, SECT, VUG and DFAC

VOVanguard×SECTMain Management×VUGVanguard×DFACDimensional×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,526DFAC · best of the four

02 / 04

VO, SECT, VUG and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.8

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.9

Main Sector Rotation ETFUnsorted0.69%0.73%+5.4%+7.3%+18.9%+10.1%−10.7%15.8%$2.9B3.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B3.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: VO 2004 · SECT 2017 · VUG 2004 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,052

VUG

SECT

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

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

VUGMeasureSECT

+0.5%Year to dateJan 1 → Nov 5+5.4%

−0.6%1 yearTotal return+7.3%

+22.8%3 years · per year$10,000 became $18,532 · $16,790+18.9%

+9.9%5 years · per year$10,000 became $16,052 · $16,179+10.1%

0.03%Expense ratio$3 · $69 a year on $10k · lower is better0.69%

0.43%Trailing 12-mo yield$43 · $73 a year on $10k0.73%

−15.1%Worst dropSmaller is better−10.7%

19.0%VolatilityLower is calmer15.8%

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

2–6SECT wins

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

More Ways to See the Pairs

VUG vs SECT: Top 5 Holdings

Today

VUG

45.2%in top 5

SECT

in top 581.8%

VUGStockSECT

not top 5XLK38.1%

not top 5XLF17.5%

13.5%NVDAnot top 5

12.5%AAPLnot top 5

not top 5XLI11.5%

9.7%MSFTnot top 5

not top 5XLV8.6%

not top 5QQQM6.0%

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

Held in common0.0%

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

VUG vs SECT Returns, Every Period

VanguardVUG

+9.9%

5 years, per year

SECTMain Management

+10.1%

5 years, per year

VUGSECTFaded: behind in that period

1–3SECT wins

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

VUG vs VO

YTD

VanguardVUG

+0.5%

VOVanguard

+10.7%

+0.5%Year to date+10.7%

−15.1%Worst drop · 1Y−8.2%

19.0%Volatility · 1Y12.9%

0.4%Yield1.4%

$233BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: VO, SECT, VUG, DFAC

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

DFAC0.21%$21

SECT0.69%$69

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

Yields: VO, SECT, VUG, DFAC

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAC0.90%$90

SECT0.73%$73

VUG0.43%$43

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

SECT$73 − $69 = $4

KeptFee

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

Overlap: VO, SECT, VUG, DFAC

Today

36.2%most shared, VUG and DFAC

VOSECTVUGDFAC

VO—0.0%10.2%19.6%

SECT0.0%—0.0%0.0%

VUG10.2%0.0%—36.2%

DFAC19.6%0.0%36.2%—

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

Return vs Bumpiness: 4 ETFs

+14.3%DFAC, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

SECTWorst drop−10.7%15.8% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

VODFAC

+10.7%Year to date+11.2%

1.4%Yield0.9%

+12.4%Past year+14.3%

0.03%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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