SECT vs VO

ASECT

BVO

Measures won1–4VO wins · of 6 · 5Y

$10,000 · 5Y$16,179SECT · VUG $16,052

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%SECT and VO

SECT

Main Sector Rotation ETF · $2.9BVanguard Morningstar Mid-Cap ETF · $103B

+18.9%3 years · per year$16,790 · $16,795+18.9%

+10.1%5 years · per year$16,179 · $13,616+6.4%

0.69%Expense ratio$69 · $3 on $10k · lower wins0.03%

0.73%12-mo yield$73 · $139 on $10k1.39%

−10.7%Worst dropSmaller wins−8.2%

15.8%VolatilityLower wins12.9%

1–4VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSECT · VO

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	ASECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	−5.1%	+5.4%	+7.3%	+18.9%	+10.1%	−10.7%	$2.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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	ASECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	−5.1%	+5.4%	+7.3%	+18.9%	+10.1%	−10.7%	$2.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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 VO

SECT

Main Sector Rotation

$16,179

Vanguard Morningstar Mid-Cap

$13,616

MeasureSECTVO

Fee0.69%0.03%

Cost on $10k a year$69$3

Yield0.73%1.39%

5 years, per year+10.1%+6.4%

3 years, per year+18.9%+18.9%

Worst drop · 1Y−10.7%−8.2%

Volatility · 1Y15.8%12.9%

4–1measures won
VO 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, VO, VUG

Today

10.2%most shared, VO and VUG

SECTVOVUG

SECT—0.0%0.0%

VO0.0%—10.2%

VUG0.0%10.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VUG$43 − $3 = $40

SECT$73 − $69 = $4

KeptFee

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