SECT vs IWF

ASECT

BIWF

Measures won4–2SECT wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · SECT $16,179

Lowest cost0.18%IWF · $18 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common0.0%SECT and IWF

SECT

IWF

Main Sector Rotation ETF · $2.9BiShares Russell 1000 Growth ETF · $113B

+18.9%3 years · per year$16,790 · $17,073+19.5%

+10.1%5 years · per year$16,179 · $15,330+8.9%

0.69%Expense ratio$69 · $18 on $10k · lower wins0.18%

0.73%12-mo yield$73 · $39 on $10k0.39%

−10.7%Worst dropSmaller wins−14.6%

15.8%VolatilityLower wins19.3%

4–2SECT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSECT · IWF

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	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	ASECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	−5.1%	+5.4%	+7.3%	+18.9%	+10.1%	−10.7%	$2.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	ASECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	−5.1%	+5.4%	+7.3%	+18.9%	+10.1%	−10.7%	$2.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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

SECT vs IWF

SECT

Main Sector Rotation

$16,179

IWF

iShares Russell 1000 Growth

$15,330

MeasureSECTIWF

Fee0.69%0.18%

Cost on $10k a year$69$18

Yield0.73%0.39%

5 years, per year+10.1%+8.9%

3 years, per year+18.9%+19.5%

Worst drop · 1Y−10.7%−14.6%

Volatility · 1Y15.8%19.3%

4–2measures won
SECT first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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: SECT, IWF, DFAC

Today

40.8%most shared, IWF and DFAC

SECTIWFDFAC

SECT—0.0%0.0%

IWF0.0%—40.8%

DFAC0.0%40.8%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

SECT$73 − $69 = $4

KeptFee

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