Compare · 3 funds side by side · dividends reinvested

VTV, SECT and IJH

VTVVanguard×SECTMain Management×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

VTV, SECT and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

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%$121B2.3

Main Sector Rotation ETFUnsorted0.69%0.73%+5.9%+7.1%+18.6%+10.2%−10.7%15.7%$2.7B2.8

Rank among the three1st → 3rdFee, 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: VTV 2004 · SECT 2017 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Value ETF · $184B$17,585

VTV

SECT

Main Sector Rotation ETF · $2.7B$16,251

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

VTVMeasureSECT

+18.5%Year to dateJan 1 → Nov 6+5.9%

+22.9%1 yearTotal return+7.1%

+20.9%3 years · per year$10,000 became $17,687 · $16,703+18.6%

+12.0%5 years · per year$10,000 became $17,585 · $16,251+10.2%

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

1.87%Trailing 12-mo yield$187 · $73 a year on $10k0.73%

−6.4%Worst dropSmaller is better−10.7%

10.7%VolatilityLower is calmer15.7%

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

8–0VTV wins

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

More Ways to See the Pairs

VTV vs SECT: Top 5 Holdings

Today

VTV

15.8%in top 5

SECT

in top 581.5%

VTVStockSECT

not top 5XLK36.9%

not top 5XLF17.9%

not top 5XLI11.7%

not top 5XLV8.8%

not top 5XLU6.1%

4.6%MUnot top 5

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

2.6%XOMnot top 5

2.4%JNJnot top 5

Held in common0.0%

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

VTV vs SECT Returns, Every Period

VanguardVTV

+12.0%

5 years, per year

SECTMain Management

+10.2%

5 years, per year

VTVSECTFaded: behind in that period

4–0VTV wins

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

VTV vs IJH

YTD

VanguardVTV

+18.5%

IJHiShares

+9.5%

+18.5%Year to date+9.5%

−6.4%Worst drop · 1Y−8.8%

10.7%Volatility · 1Y15.5%

1.9%Yield1.3%

$184BAssets$121B

4–0VTV wins

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

Cost, Income and Risk

Fees: VTV, SECT, IJH

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJH0.05%$5

SECT0.69%$69

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

Yields: VTV, SECT, IJH

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IJH1.26%$126

SECT0.73%$73

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IJH$126 − $5 = $121

SECT$73 − $69 = $4

KeptFee

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

Overlap: VTV, SECT, IJH

Today

0.2%most shared, VTV and IJH

VTVSECTIJH

VTV—0.0%0.2%

SECT0.0%—0.0%

IJH0.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% 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

VTVIJH

+18.5%Year to date+9.5%

1.9%Yield1.3%

+22.9%Past year+12.9%

0.03%Fee0.05%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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