IJR vs SECT

AIJR

BSECT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,626VTV · SECT $16,179

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · 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 yearsAll three, one 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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	−5.1%	+5.4%	+7.3%	+18.9%	+10.1%	−10.7%	$2.9B
3	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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	−5.1%	+5.4%	+7.3%	+18.9%	+10.1%	−10.7%	$2.9B
3	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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

Overlap: IJR, SECT, VTV

Today

0.0%most shared, IJR and SECT

IJRSECTVTV

IJR—0.0%0.0%

SECT0.0%—0.0%

VTV0.0%0.0%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IJR$124 − $6 = $118

SECT$73 − $69 = $4

KeptFee

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