IVV vs SECT
IVV vs SECT
iShares Core S&P 500 ETF vs Main Sector Rotation ETF
Quick Verdict
IVV has a lower expense ratio. SECT delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SECT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.69% | |
| AUM | $865.2B | $2.8B | |
| Dividend Yield | 1.09% | 0.72% | |
| Holdings | 508 | 14 | |
| YTD Return | +13.80% | +12.86% | |
| 1Y Return | +23.70% | +24.09% | |
| 3Y Return (annualized) | +21.49% | +18.97% | |
| 5Y Return (annualized) | +13.43% | +12.37% | |
| Volatility (annualized) | 15.1% | 20.2% | |
| Max Drawdown | -56.5% | -50.1% | |
| Fund Family | iShares by BlackRock (US) | Main Management ETF Advisors, LLC | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Sep 5, 2017 |
IVV vs SECT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Main Sector Rotation ETF (SECT) is a ETF from Main Management ETF Advisors, LLC. Over the past year IVV returned +23.70% while SECT returned +24.09%. Year to date, IVV is up 13.80% versus a gain of 12.86% for SECT.
Over three years, IVV compounded at +21.49% per year against +18.97% for SECT; over five years the annualized figures are +13.43% and +12.37% respectively. Across the full 10-year window we track, SECT has the edge at +7.21% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SECT has been the more volatile fund, with annualized monthly volatility of 20.2% compared with 15.1% 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 -56.5% for IVV and -50.1% for SECT. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 1.09% against 0.72% for SECT.
Holdings Overlap
IVV and SECT share 0 holdings out of 515 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $66 per year of difference.
Which performed better, IVV or SECT?
Over the past year IVV returned +23.70% vs +24.09% for SECT, so SECT leads on 1-year performance. Over the longest common window we track (10 years), IVV annualized +7.05% vs +7.21% for SECT. Past performance does not guarantee future results.
Which is riskier, IVV or SECT?
SECT has been the more volatile fund at 20.2% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SECT -50.1%.
Should I hold both IVV and SECT?
IVV and SECT have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SECT?
IVV and SECT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 515 unique securities.
Which pays a higher dividend, IVV or SECT?
IVV yields 1.09% while SECT yields 0.72%, so IVV currently pays the higher dividend yield.
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