SECT vs XLSR

ASECT

BXLSR

Measures won5–1SECT wins · of 6 · 5Y

$10,000 · 5Y$16,251SECT · XLSR $14,831

Lowest cost0.05%IJH · $5 on $10k

Most income1.25%IJH · $125 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common52.0%SECT and XLSR

SECT

XLSR

Main Sector Rotation ETF · $2.8BState Street US Sector Rotation ETF · $1.0B

+18.6%3 years · per year$16,703 · $15,995+16.9%

+10.2%5 years · per year$16,251 · $14,831+8.2%

0.69%Expense ratio$69 · $70 on $10k · lower wins0.70%

0.73%12-mo yield$73 · $42 on $10k0.42%

−10.7%Worst dropSmaller wins−11.1%

15.7%VolatilityLower wins14.5%

5–1SECT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSECT · XLSR

36.9%XLK26.6%

17.9%XLF10.6%

8.8%XLV19.6%

4.0%XLY4.6%

Held in common52.0%

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	ASECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	+0.4%	+5.9%	+7.1%	+18.6%	+10.2%	−10.7%	$2.8B
2	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.0B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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	ASECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	+0.4%	+5.9%	+7.1%	+18.6%	+10.2%	−10.7%	$2.8B
2	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.0B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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

SECT vs XLSR

SECT

Main Sector Rotation

$16,251

XLSR

US Sector Rotation

$14,831

MeasureSECTXLSR

Fee0.69%0.70%

Cost on $10k a year$69$70

Yield0.73%0.42%

5 years, per year+10.2%+8.2%

3 years, per year+18.6%+16.9%

Worst drop · 1Y−10.7%−11.1%

Volatility · 1Y15.7%14.5%

5–1measures won
SECT first

52.0%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SECT, XLSR, IJH

Today

52.0%most shared, SECT and XLSR

SECTXLSRIJH

SECT—52.0%0.0%

XLSR52.0%—0.0%

IJH0.0%0.0%—

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

SECT$73 − $69 = $4

XLSR$42 − $70 = −$28

KeptFee

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