IVV vs SECT
iShares Core S&P 500 ETF vs Main Sector Rotation ETF
Which is better, IVV or SECT?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | SECT |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.69% |
| AUM | $876.4B | $2.8B |
| Dividend Yield | 1.06% | 0.74% |
| Holdings | 508 | 11 |
| YTD Return | +12.27%Best | +10.07% |
| 1Y Return | +17.04%Best | +14.84% |
| 3Y Return (annualized) | +21.24%Best | +18.53% |
| 5Y Return (annualized) | +13.08%Best | +11.79% |
| Volatility (annualized) | 15.6%Best | 20.1% |
| Max Drawdown | -33.9%Best | -50.1% |
| $10,000 over 5 years | $18,490Best | $17,459 |
| Top 10 Weight | 37.8% | - |
| Fund Family | iShares by BlackRock (US) | Main Management ETF Advisors, LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Sep 5, 2017 |
Volatility and max drawdown are measured over the window both funds cover: Dec 16, 2016 to Sep 17, 2026 (9.8 years).
IVV vs SECT growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 9.8 years both funds cover.
IVV vs SECT Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Main Sector Rotation ETF (SECT) is an ETF from Main Management ETF Advisors, LLC. Over the past year IVV returned +17.04% while SECT returned +14.84%. Year to date, IVV is up 12.27% versus a gain of 10.07% for SECT.
Over three years, IVV compounded at +21.24% per year against +18.53% for SECT; over five years the annualized figures are +13.08% and +11.79% respectively. Across the full 10-year window we track, IVV has the edge at +14.14% annualized vs +6.85%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SECT has been the more volatile fund, with annualized monthly volatility of 20.1% compared with 15.6% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -33.9% for IVV and -50.1% for SECT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while SECT charges 0.69%. On a $10,000 position that is $3 vs $69 annually, a gap of $66 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.74% for SECT.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 9 in SECT, totalling 99.3% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 490 positions we hold weights for in IVV and 9 in SECT, against full books of 508 and 11.
What only one of them owns
Our book lists 9 positions for SECT that do not appear in our book for IVV (100.0% of the fund), and 482 for IVV that do not appear in SECT (98.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of IVV and SECT you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or SECT?
IVV has an expense ratio of 0.03% while SECT charges 0.69%. IVV is the cheaper option, by $66 a year on a $10,000 investment.
Which performed better, IVV or SECT?
Over the past year IVV returned +17.04% vs +14.84% for SECT, so IVV leads on 1-year performance. Over the longest common window we track (10 years), IVV annualized +14.14% vs +6.85% for SECT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SECT?
SECT has been the more volatile fund at 20.1% annualized versus 15.6% for IVV. Worst drawdown: IVV -33.9% vs SECT -50.1%.
Should I hold both IVV and SECT?
IVV and SECT have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or SECT?
IVV yields 1.06% while SECT yields 0.74%, so IVV currently pays the higher dividend yield.
Is SECT better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.