SECT vs IJR

ASECT

BIJR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · SECT $16,525

Lowest cost0.06%IJR · $6 on $10k

Most income1.21%IJR · $121 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common0.0%SECT and IJR

SECT

IJR

Main Sector Rotation ETF · $2.8BiShares Core S&P Small-Cap ETF · $107B

+18.9%3 years · per year$16,823 · $16,193+17.4%

+10.6%5 years · per year$16,525 · $13,254+5.8%

0.69%Expense ratio$69 · $6 on $10k · lower wins0.06%

0.71%12-mo yield$71 · $121 on $10k1.21%

−10.7%Worst dropSmaller wins−9.7%

15.9%VolatilityLower wins16.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSECT · IJR

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	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	ASECT	Main Sector Rotation ETFRead Desk	0.69%	0.71%	+2.8%	+8.8%	+11.6%	+18.9%	+10.6%	−10.7%	$2.8B
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B

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	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	ASECT	Main Sector Rotation ETFRead Desk	0.69%	0.71%	+2.8%	+8.8%	+11.6%	+18.9%	+10.6%	−10.7%	$2.8B
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B

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

SECT vs IJR

SECT

Main Sector Rotation

$16,525

IJR

iShares Core S&P Small-Cap

$13,254

MeasureSECTIJR

Fee0.69%0.06%

Cost on $10k a year$69$6

Yield0.71%1.21%

5 years, per year+10.6%+5.8%

3 years, per year+18.9%+17.4%

Worst drop · 1Y−10.7%−9.7%

Volatility · 1Y15.9%16.4%

3–3measures won
level

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SECT, IJR, DFAC

Today

6.4%most shared, IJR and DFAC

SECTIJRDFAC

SECT—0.0%0.0%

IJR0.0%—6.4%

DFAC0.0%6.4%—

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

DFAC$88 − $21 = $67

SECT$71 − $69 = $2

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee