MEDX vs SECT
Horizon Kinetics Medical ETF vs Main Sector Rotation ETF
Which is better, MEDX or SECT?
SECT has been ahead.
SECT has a lower expense ratio. SECT led over 1Y, 3Y 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 | MEDX | SECT |
|---|---|---|
| Expense Ratio | 0.85% | 0.69%Best |
| AUM | $16M | $2.9B |
| Dividend Yield | 1.16% | 0.69% |
| Holdings | 68 | 19 |
| YTD Return | +6.58% | +10.58%Best |
| 1Y Return | +14.21% | +14.28%Best |
| 3Y Return (annualized) | +9.64% | +18.91%Best |
| 5Y Return (annualized) | - | +11.81% |
| Volatility (annualized) | 14.2% | 13.1%Best |
| Max Drawdown | -21.6%Best | -21.7% |
| $10,000 over 3.7 years | $12,589 | $17,551Best |
| Fund Family | Horizon Kinetics LLC | Main Management ETF Advisors, LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 27, 2023 | Sep 5, 2017 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Jan 31, 2023 to Oct 14, 2026 (3.7 years).
MEDX 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 3.7 years both funds cover.
MEDX vs SECT Performance
Horizon Kinetics Medical ETF (MEDX) is an ETF from Horizon Kinetics LLC and Main Sector Rotation ETF (SECT) is an ETF from Main Management ETF Advisors, LLC. Over the past year MEDX returned +14.21% while SECT returned +14.28%. Year to date, MEDX is up 6.58% versus a gain of 10.58% for SECT.
Over three years, MEDX compounded at +9.64% per year against +18.91% for SECT. Across the full 4-year window we track, SECT has the edge at +16.42% annualized vs +6.42%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MEDX has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 13.1% for SECT. 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 -21.6% for MEDX and -21.7% 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 0.41. They move together some of the time, and apart the rest.
Fees and Cost Over Time
MEDX charges 0.85% per year while SECT charges 0.69%. On a $10,000 position that is $85 vs $69 annually, a gap of $16 per year that compounds over a long holding period. On income, MEDX currently yields 1.16% against 0.69% for SECT.
Holdings Overlap
We hold position weights for 31 holdings in MEDX and 10 in SECT, totalling 91.6% 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 31 positions we hold weights for in MEDX and 10 in SECT, against full books of 68 and 19.
You are not choosing between two funds in isolation.
Whichever of MEDX 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, MEDX or SECT?
MEDX has an expense ratio of 0.85% while SECT charges 0.69%. SECT is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, MEDX or SECT?
Over the past year MEDX returned +14.21% vs +14.28% for SECT, so SECT leads on 1-year performance. Over the longest common window we track (4 years), MEDX annualized +6.42% vs +16.42% for SECT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MEDX or SECT?
MEDX has been the more volatile fund at 14.2% annualized versus 13.1% for SECT. Worst drawdown: MEDX -21.6% vs SECT -21.7%.
Should I hold both MEDX and SECT?
MEDX and SECT have a monthly-return correlation of 0.41, 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, MEDX or SECT?
MEDX yields 1.16% while SECT yields 0.69%, so MEDX currently pays the higher dividend yield.
Is SECT better than MEDX?
SECT has a lower expense ratio. SECT led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.