SECT vs XLSR

ASECT

BXLSR

Measures won5–1SECT wins · of 6 · 5Y

$10,000 · 5Y$16,251SECT · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.73%SECT · $73 on $10k

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

Held in common52.0%SECT and XLSR

SECT

XLSR

Main Sector Rotation ETF · $2.7BState Street US Sector Rotation ETF · $1.1B

+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 four, 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 Four

5Y4 funds

#
1	ASECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	+0.4%	+5.9%	+7.1%	+18.6%	+10.2%	−10.7%	$2.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
4	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ASECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	+0.4%	+5.9%	+7.1%	+18.6%	+10.2%	−10.7%	$2.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
4	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.1B

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SECT, XLSR, VUG, IWF

Today

78.0%most shared, VUG and IWF

SECTXLSRVUGIWF

SECT—52.0%0.0%0.0%

XLSR52.0%—21.7%21.5%

VUG0.0%21.7%—78.0%

IWF0.0%21.5%78.0%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

SECT$73 − $69 = $4

XLSR$42 − $70 = −$28

KeptFee

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