SECT vs SPY

Comparison between MAIN SECTOR ROTATION ETF (SECT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SECT, delivering a return of +13.3% compared to +11.9%

SECT vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SECT(ETF)	SPY(ETF)
Net Assets	$2.30B	$652B
Expense Ratio	0.69%	0.09%
Max Drawdown	38.09%	56.47%
Sharpe Ratio	1.94	2.07
5Y Beta	1.08	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	3.16%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

SECT

$2.30B

Winner

SPY

$652B

Expense Ratio

SECT

0.69%

Winner

SPY

0.09%

Max Drawdown

Winner

SECT

38.09%

SPY

56.47%

Sharpe Ratio

SECT

1.94

Winner

SPY

2.07

5Y Beta

SECT

1.08

Winner

SPY

1.00

P/E Ratio

SECT

N/A

SPY

28.24

Forward P/E

SECT

N/A

SPY

21.85

5Y Dividends CAGR

SECT

3.16%

Winner

SPY

5.43%

5Y EPS CAGR

SECT

N/A

SPY

25.79%

Debt to Equity

SECT

N/A

SPY

22.35%

P/S Ratio

SECT

N/A

SPY

3.55

P/B Ratio

SECT

N/A

SPY

5.29

SECT vs SPY - Holdings Comparison

SECT and SPY have 0 common holdings. Overlap is 0.00%

SECT's top 25 holdings weight is 100.01%. SPY's top 25 holdings weight is 51.32%.

Rank	SECT	SPY
#1	STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 33.25%	NVIDIA CORP (NVDA) - 8.45%
#2	STATE STREET®FINSELSECTSPDR®ETF (XLF) - 14.73%	APPLE INC (AAPL) - 6.48%
#3	STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 10.49%	MICROSOFT CORP (MSFT) - 5.20%
#4	STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 10.38%	AMAZON.COM INC (AMZN) - 4.14%
#5	STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 9.63%	ALPHABET INC CLASS A (GOOGL) - 3.32%
#6	INVESCO NASDAQ 100 ETF (QQQM) - 6.19%	BROADCOM INC (AVGO) - 3.09%
#7	STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 4.21%	ALPHABET INC CLASS C (GOOG) - 2.65%
#8	STATE STREET®MATSELSECTSPDR®ETF (XLB) - 4.19%	META PLATFORMS INC CLASS A (META) - 2.40%
#9	ISHARES US HOME CONSTRUCTION ETF (ITB) - 2.43%	TESLA INC (TSLA) - 1.73%
#10	STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 2.31%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43%
#11	ISHARES EXPANDED TECH-SOFTWARE SECT ETF (IGV) - 1.97%	JPMORGAN CHASE & CO (JPM) - 1.37%
#12	STATE STREET INSTL TREASURY MMKT PREMIER (TRIXX) - 0.23%	ELI LILLY AND CO (LLY) - 1.13%
#13	N/A	EXXON MOBIL CORP (XOM) - 1.03%
#14	N/A	MICRON TECHNOLOGY INC (MU) - 0.93%
#15	N/A	WALMART INC (WMT) - 0.91%
#16	N/A	JOHNSON & JOHNSON (JNJ) - 0.90%
#17	N/A	ADVANCED MICRO DEVICES INC (AMD) - 0.86%
#18	N/A	VISA INC CLASS A (V) - 0.85%
#19	N/A	COSTCO WHOLESALE CORP (COST) - 0.72%
#20	N/A	MASTERCARD INC CLASS A (MA) - 0.67%
#21	N/A	INTEL CORP (INTC) - 0.65%
#22	N/A	NETFLIX INC (NFLX) - 0.64%
#23	N/A	CATERPILLAR INC (CAT) - 0.62%
#24	N/A	CHEVRON CORP (CVX) - 0.58%
#25	N/A	PROCTER & GAMBLE CO (PG) - 0.57%
Total Holdings	12	505

SECT vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	SECT	SPY
1 month	+9.50%	+9.11%
3 months	+6.90%	+6.59%
6 months	+10.06%	+10.56%
1 year	+32.67%	+32.04%
5 years(CAGR)	+11.86%	+13.35%
10 years(CAGR)	+13.44%	+15.49%
Max(CAGR)	+13.44%	+8.50%

Winner

SECT

+9.50%

SPY

+9.11%

Winner

SECT

+6.90%

SPY

+6.59%

SECT

+10.06%

Winner

SPY

+10.56%

Winner

SECT

+32.67%

SPY

+32.04%

5Y(CAGR)

SECT

+11.86%

Winner

SPY

+13.35%

10Y(CAGR)

SECT

+13.44%

Winner

SPY

+15.49%

Max(CAGR)

Winner

SECT

+13.44%

SPY

+8.50%

SECT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SECT	SPY
2026	+7.11%	+8.27%
2025	+17.80%	+18.00%
2024	+19.45%	+25.59%
2023	+22.01%	+26.72%
2022	-13.34%	-18.64%
2021	+30.13%	+30.52%
2020	+15.39%	+17.28%
2019	+27.50%	+31.09%
2018	-10.67%	-5.24%
2017	+9.39%	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

SECT vs SPY Drawdown Comparison

The maximum drawdown for SECT was -38.09%, occurring on Mar 23, 2020. Recovery took 124 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

Rank	SECT	SPY
#1	-38.09% Feb 20, 2020 - Aug 17, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-21.71% Feb 19, 2025 - Jun 30, 2025	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-21.62% Jan 4, 2022 - Dec 1, 2023	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-20.70% Aug 29, 2018 - Jul 1, 2019	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-10.70% Jan 12, 2026 - Apr 17, 2026	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-9.27% Jan 26, 2018 - Aug 29, 2018	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-8.38% Oct 12, 2020 - Nov 11, 2020	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-8.23% Jul 16, 2024 - Aug 19, 2024	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-8.02% Sep 2, 2020 - Oct 12, 2020	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-6.58% Aug 21, 2024 - Sep 19, 2024	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-6.58% Oct 28, 2025 - Dec 10, 2025	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-5.90% Mar 28, 2024 - May 14, 2024	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-5.43% Dec 6, 2024 - Feb 18, 2025	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-4.98% Feb 12, 2021 - Mar 11, 2021	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-4.85% Jul 26, 2019 - Oct 21, 2019	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SECT and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00

-101

Dividend Comparison (1999 - 2026)

SECT vs SPY dividend yield comparison.

Year	SECT	SPY
2026	0.32%	0.24%
2025	0.32%	1.07%
2024	0.45%	1.21%
2023	0.84%	1.40%
2022	0.86%	1.65%
2021	0.60%	1.20%
2020	1.37%	1.52%
2019	0.77%	1.75%
2018	1.67%	2.04%
2017	0.50%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%