SECT vs XLSR

ASECT

BXLSR

Measures won5–1SECT wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · SECT $16,525

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common52.1%SECT and XLSR

SECT

XLSR

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

+18.9%3 years · per year$16,823 · $15,956+16.9%

+10.6%5 years · per year$16,525 · $15,072+8.6%

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

0.71%12-mo yield$71 · $41 on $10k0.41%

−10.7%Worst dropSmaller wins−11.1%

15.9%VolatilityLower wins14.6%

5–1SECT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSECT · XLSR

37.3%XLK26.9%

17.8%XLF10.5%

8.8%XLV19.5%

3.9%XLY4.6%

Held in common52.1%

End-of-day Nov 9, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ASECT	Main Sector Rotation ETFRead Desk	0.69%	0.71%	+2.8%	+8.8%	+11.6%	+18.9%	+10.6%	−10.7%	$2.8B
3	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.41%	+1.7%	+4.7%	+7.9%	+16.9%	+8.6%	−11.1%	$1.0B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ASECT	Main Sector Rotation ETFRead Desk	0.69%	0.71%	+2.8%	+8.8%	+11.6%	+18.9%	+10.6%	−10.7%	$2.8B
3	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.41%	+1.7%	+4.7%	+7.9%	+16.9%	+8.6%	−11.1%	$1.0B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 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

$16,525

XLSR

US Sector Rotation

$15,072

MeasureSECTXLSR

Fee0.69%0.70%

Cost on $10k a year$69$70

Yield0.71%0.41%

5 years, per year+10.6%+8.6%

3 years, per year+18.9%+16.9%

Worst drop · 1Y−10.7%−11.1%

Volatility · 1Y15.9%14.6%

5–1measures won
SECT first

52.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SECT, XLSR, VUG, VO

Today

52.1%most shared, SECT and XLSR

SECTXLSRVUGVO

SECT—52.1%0.0%0.0%

XLSR52.1%—21.7%0.0%

VUG0.0%21.7%—10.2%

VO0.0%0.0%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VUG$41 − $3 = $38

SECT$71 − $69 = $2

XLSR$41 − $70 = −$29

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee