SECT vs IWF

ASECT

BIWF

Measures won4–2SECT wins · of 6 · 5Y

$10,000 · 5Y$17,260SECT · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income0.69%SECT · $69 on $10k

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

Held in common0.0%SECT and IWF

SECT

IWF

Main Sector Rotation ETF · $2.9BiShares Russell 1000 Growth ETF · $121B

+21.2%3 years · per year$17,803 · $18,310+22.3%

+11.5%5 years · per year$17,260 · $16,559+10.6%

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

0.69%12-mo yield$69 · $37 on $10k0.37%

−10.7%Worst dropSmaller wins−15.6%

14.9%VolatilityLower wins18.3%

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 4, 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	ASECT	Main Sector Rotation ETFRead Desk	0.69%	0.69%	+1.2%	+11.1%	+11.3%	+21.2%	+11.5%	−10.7%	$2.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASECT	Main Sector Rotation ETFRead Desk	0.69%	0.69%	+1.2%	+11.1%	+11.3%	+21.2%	+11.5%	−10.7%	$2.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

End-of-day Nov 4, 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

$17,260

IWF

iShares Russell 1000 Growth

$16,559

MeasureSECTIWF

Fee0.69%0.18%

Cost on $10k a year$69$18

Yield0.69%0.37%

5 years, per year+11.5%+10.6%

3 years, per year+21.2%+22.3%

Worst drop · 1Y−10.7%−15.6%

Volatility · 1Y14.9%18.3%

4–2measures won
SECT first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SECT, IWF, VUG

Today

77.4%most shared, IWF and VUG

SECTIWFVUG

SECT—0.0%0.0%

IWF0.0%—77.4%

VUG0.0%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

IWF$37 − $18 = $19

SECT$69 − $69 = $0

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee