VUG vs SECT

AVUG

BSECT

Measures won2–4SECT 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 common0.0%VUG and SECT

VUG

SECT

Vanguard Morningstar Growth ETF · $233BMain Sector Rotation ETF · $2.9B

+25.4%3 years · per year$19,712 · $17,803+21.2%

+11.4%5 years · per year$17,153 · $17,260+11.5%

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

0.40%12-mo yield$40 · $69 on $10k0.69%

−16.1%Worst dropSmaller wins−10.7%

18.2%VolatilityLower wins14.9%

2–4SECT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · SECT

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

Held in common0.0%

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	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.69%	+1.2%	+11.1%	+11.3%	+21.2%	+11.5%	−10.7%	$2.9B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.69%	+1.2%	+11.1%	+11.3%	+21.2%	+11.5%	−10.7%	$2.9B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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

VUG vs SECT

VUG

Vanguard Morningstar Growth

$17,153

SECT

Main Sector Rotation

$17,260

MeasureVUGSECT

Fee0.03%0.69%

Cost on $10k a year$3$69

Yield0.40%0.69%

5 years, per year+11.4%+11.5%

3 years, per year+25.4%+21.2%

Worst drop · 1Y−16.1%−10.7%

Volatility · 1Y18.2%14.9%

4–2measures won
SECT first

0.0%

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: VUG, SECT, IWF

Today

77.4%most shared, VUG and IWF

VUGSECTIWF

VUG—0.0%77.4%

SECT0.0%—0.0%

IWF77.4%0.0%—

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

IWF$37 − $18 = $19

SECT$69 − $69 = $0

KeptFee

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