Compare · 4 funds side by side · dividends reinvested

VO, SECT, VUG and IJR

VOVanguard×SECTMain Management×VUGVanguard×IJRiShares×

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

02 / 04

VO, SECT, VUG and IJR, 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%$103B1.8

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%$107B2.5

Main Sector Rotation ETFUnsorted0.69%0.71%+8.8%+11.6%+18.9%+10.6%−10.7%15.9%$2.8B2.8

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

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 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

SECT

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

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

VOMeasureSECT

+13.6%Year to dateJan 1 → Nov 9+8.8%

+15.6%1 yearTotal return+11.6%

+18.8%3 years · per year$10,000 became $16,763 · $16,823+18.9%

+6.8%5 years · per year$10,000 became $13,867 · $16,525+10.6%

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

1.35%Trailing 12-mo yield$135 · $71 a year on $10k0.71%

−8.2%Worst dropSmaller is better−10.7%

13.1%VolatilityLower is calmer15.9%

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

6–2VO wins

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

More Ways to See the Pairs

VO vs SECT: Top 5 Holdings

Today

5.3%in top 5

SECT

in top 581.5%

VOStockSECT

not top 5XLK37.3%

not top 5XLF17.8%

not top 5XLI11.6%

not top 5XLV8.8%

not top 5XLU6.1%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common0.0%

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

VO vs SECT Returns, Every Period

VanguardVO

+6.8%

5 years, per year

SECTMain Management

+10.6%

5 years, per year

VOSECTFaded: behind in that period

2–2Level

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

VO vs IJR

YTD

VanguardVO

+13.6%

IJRiShares

+18.9%

+13.6%Year to date+18.9%

−8.2%Worst drop · 1Y−9.7%

13.1%Volatility · 1Y16.4%

1.4%Yield1.2%

$103BAssets$107B

3–1VO wins

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

Cost, Income and Risk

Fees: VO, SECT, VUG, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

IJR0.06%$6

SECT0.69%$69

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

Yields: VO, SECT, VUG, IJR

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IJR1.21%$121

SECT0.71%$71

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

IJR$121 − $6 = $115

VUG$41 − $3 = $38

SECT$71 − $69 = $2

KeptFee

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

Overlap: VO, SECT, VUG, IJR

Today

10.2%most shared, VO and VUG

VOSECTVUGIJR

VO—0.0%10.2%0.0%

SECT0.0%—0.0%0.0%

VUG10.2%0.0%—0.0%

IJR0.0%0.0%0.0%—

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

VOWorst drop−8.2%13.1% vol

SECTWorst drop−10.7%15.9% vol

IJRWorst drop−9.7%16.4% 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

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

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