DFAC vs SECT

ADFAC

BSECT

Measures won6–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · SECT $16,525

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common0.0%DFAC and SECT

DFAC

SECT

Dimensional - US Core Equity 2 ETF · $87.7BMain Sector Rotation ETF · $2.8B

+21.2%3 years · per year$17,787 · $16,823+18.9%

+11.0%5 years · per year$16,820 · $16,525+10.6%

0.21%Expense ratio$21 · $69 on $10k · lower wins0.69%

0.88%12-mo yield$88 · $71 on $10k0.71%

−8.5%Worst dropSmaller wins−10.7%

13.1%VolatilityLower wins15.9%

6–0DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SECT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.71%	+2.8%	+8.8%	+11.6%	+18.9%	+10.6%	−10.7%	$2.8B
3	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
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B

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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.71%	+2.8%	+8.8%	+11.6%	+18.9%	+10.6%	−10.7%	$2.8B
3	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
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B

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

DFAC vs SECT

DFAC

Dimensional - US Core Equity 2

$16,820

SECT

Main Sector Rotation

$16,525

MeasureDFACSECT

Fee0.21%0.69%

Cost on $10k a year$21$69

Yield0.88%0.71%

5 years, per year+11.0%+10.6%

3 years, per year+21.2%+18.9%

Worst drop · 1Y−8.5%−10.7%

Volatility · 1Y13.1%15.9%

6–0measures won
DFAC first

0.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: VO, SECT, IJR, DFAC

Today

19.6%most shared, VO and DFAC

VOSECTIJRDFAC

VO—0.0%0.0%19.6%

SECT0.0%—0.0%0.0%

IJR0.0%0.0%—6.4%

DFAC19.6%0.0%6.4%—

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

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

SECT$71 − $69 = $2

KeptFee

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