SECT vs XLSR

ASECT

BXLSR

Measures won5–1SECT 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 common51.9%SECT and XLSR

SECT

XLSR

Main Sector Rotation ETF · $2.9BState Street US Sector Rotation ETF · $1.1B

+21.2%3 years · per year$17,803 · $16,861+19.0%

+11.5%5 years · per year$17,260 · $15,519+9.2%

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

0.69%12-mo yield$69 · $40 on $10k0.40%

−10.7%Worst dropSmaller wins−11.1%

14.9%VolatilityLower wins13.8%

5–1SECT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSECT · XLSR

38.5%XLK26.8%

17.1%XLF11.5%

8.4%XLV24.3%

3.8%XLY6.5%

Held in common51.9%

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	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

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	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

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 XLSR

SECT

Main Sector Rotation

$17,260

XLSR

US Sector Rotation

$15,519

MeasureSECTXLSR

Fee0.69%0.70%

Cost on $10k a year$69$70

Yield0.69%0.40%

5 years, per year+11.5%+9.2%

3 years, per year+21.2%+19.0%

Worst drop · 1Y−10.7%−11.1%

Volatility · 1Y14.9%13.8%

5–1measures won
SECT first

51.9%

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, XLSR, VUG

Today

51.9%most shared, SECT and XLSR

SECTXLSRVUG

SECT—51.9%0.0%

XLSR51.9%—22.7%

VUG0.0%22.7%—

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

SECT$69 − $69 = $0

XLSR$40 − $70 = −$30

KeptFee

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