VUG vs SECT

AVUG

BSECT

Measures won2–3SECT wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · SECT $16,525

Lowest cost0.03%VUG · $3 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common0.0%VUG and SECT

VUG

SECT

Vanguard Morningstar Growth ETF · $233BMain Sector Rotation ETF · $2.8B

+22.9%3 years · per year$18,569 · $16,823+18.9%

+10.6%5 years · per year$16,565 · $16,525+10.6%

0.03%Expense ratio$3 · $69 on $10k · lower wins0.69%

0.41%12-mo yield$41 · $71 on $10k0.71%

−15.1%Worst dropSmaller wins−10.7%

19.1%VolatilityLower wins15.9%

2–3SECT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · SECT

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

Held in common0.0%

End-of-day Nov 9, 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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.71%	+2.8%	+8.8%	+11.6%	+18.9%	+10.6%	−10.7%	$2.8B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.71%	+2.8%	+8.8%	+11.6%	+18.9%	+10.6%	−10.7%	$2.8B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VUG vs SECT

VUG

Vanguard Morningstar Growth

$16,565

SECT

Main Sector Rotation

$16,525

MeasureVUGSECT

Fee0.03%0.69%

Cost on $10k a year$3$69

Yield0.41%0.71%

5 years, per year+10.6%+10.6%

3 years, per year+22.9%+18.9%

Worst drop · 1Y−15.1%−10.7%

Volatility · 1Y19.1%15.9%

3–2measures won
SECT first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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$59.7B

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%

$120BAssets$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

Overlap: IJR, SECT, VUG

Today

0.0%most shared, IJR and SECT

IJRSECTVUG

IJR—0.0%0.0%

SECT0.0%—0.0%

VUG0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

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