VTV vs SECT

AVTV

BSECT

Measures won6–0VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SECT $16,251

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%VTV and SECT

VTV

SECT

Vanguard Morningstar Value ETF · $184BMain Sector Rotation ETF · $2.7B

+20.9%3 years · per year$17,687 · $16,703+18.6%

+12.0%5 years · per year$17,585 · $16,251+10.2%

0.03%Expense ratio$3 · $69 on $10k · lower wins0.69%

1.87%12-mo yield$187 · $73 on $10k0.73%

−6.4%Worst dropSmaller wins−10.7%

10.7%VolatilityLower wins15.7%

6–0VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVTV · SECT

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

Held in common0.0%

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	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	+0.4%	+5.9%	+7.1%	+18.6%	+10.2%	−10.7%	$2.7B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+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	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	+0.4%	+5.9%	+7.1%	+18.6%	+10.2%	−10.7%	$2.7B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+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

VTV vs SECT

VTV

Vanguard Morningstar Value

$17,585

SECT

Main Sector Rotation

$16,251

MeasureVTVSECT

Fee0.03%0.69%

Cost on $10k a year$3$69

Yield1.87%0.73%

5 years, per year+12.0%+10.2%

3 years, per year+20.9%+18.6%

Worst drop · 1Y−6.4%−10.7%

Volatility · 1Y10.7%15.7%

6–0measures won
VTV first

0.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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: VTV, SECT, IJH

Today

0.2%most shared, VTV and IJH

VTVSECTIJH

VTV—0.0%0.2%

SECT0.0%—0.0%

IJH0.2%0.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IJH$126 − $5 = $121

SECT$73 − $69 = $4

KeptFee

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