VUG vs SECT

AVUG

BSECT

Measures won2–4SECT wins · of 6 · 5Y

$10,000 · 5Y$16,251SECT · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.73%SECT · $73 on $10k

Smallest drop−10.7%SECT · worst fall in 1Y

Held in common0.0%VUG and SECT

VUG

SECT

Vanguard Morningstar Growth ETF · $233BMain Sector Rotation ETF · $2.9B

+22.6%3 years · per year$18,415 · $16,703+18.6%

+10.0%5 years · per year$16,124 · $16,251+10.2%

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

0.42%12-mo yield$42 · $73 on $10k0.73%

−15.1%Worst dropSmaller wins−10.7%

19.0%VolatilityLower wins15.7%

2–4SECT 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 6, 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	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	+0.4%	+5.9%	+7.1%	+18.6%	+10.2%	−10.7%	$2.9B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	+0.4%	+5.9%	+7.1%	+18.6%	+10.2%	−10.7%	$2.9B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

End-of-day Nov 6, 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

$16,124

SECT

Main Sector Rotation

$16,251

MeasureVUGSECT

Fee0.03%0.69%

Cost on $10k a year$3$69

Yield0.42%0.73%

5 years, per year+10.0%+10.2%

3 years, per year+22.6%+18.6%

Worst drop · 1Y−15.1%−10.7%

Volatility · 1Y19.0%15.7%

4–2measures won
SECT first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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

Overlap: IWF, SECT, VUG

Today

78.0%most shared, IWF and VUG

IWFSECTVUG

IWF—0.0%78.0%

SECT0.0%—0.0%

VUG78.0%0.0%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

SECT$73 − $69 = $4

KeptFee

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