IJR vs SECT

AIJR

BSECT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,179SECT · IJR $13,136

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common0.0%IJR and SECT

IJR

SECT

iShares Core S&P Small-Cap ETF · $104BMain Sector Rotation ETF · $2.9B

+17.4%3 years · per year$16,200 · $16,790+18.9%

+5.6%5 years · per year$13,136 · $16,179+10.1%

0.06%Expense ratio$6 · $69 on $10k · lower wins0.69%

1.24%12-mo yield$124 · $73 on $10k0.73%

−9.7%Worst dropSmaller wins−10.7%

16.3%VolatilityLower wins15.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIJR · SECT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSECT	Main Sector Rotation ETFRead Desk		0.69%	0.73%	−5.1%	+5.4%	+7.3%	+18.9%	+10.1%	−10.7%	$2.9B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSECT	Main Sector Rotation ETFRead Desk		0.69%	0.73%	−5.1%	+5.4%	+7.3%	+18.9%	+10.1%	−10.7%	$2.9B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IJR vs SECT

IJR

iShares Core S&P Small-Cap

$13,136

SECT

Main Sector Rotation

$16,179

MeasureIJRSECT

Fee0.06%0.69%

Cost on $10k a year$6$69

Yield1.24%0.73%

5 years, per year+5.6%+10.1%

3 years, per year+17.4%+18.9%

Worst drop · 1Y−9.7%−10.7%

Volatility · 1Y16.3%15.8%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IJR, SECT

Today

0.0%most shared, IJR and SECT

IJRSECT

IJR—0.0%

SECT0.0%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

SECT$73 − $69 = $4

KeptFee

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