SECT vs STEW
Main Sector Rotation ETF vs SRH Total Return Fund
Which is better, SECT or STEW?
Each has led over a different period.
SECT has a lower expense ratio. SECT led over 1Y, 3Y and 5Y, STEW over 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 | SECT | STEW |
|---|---|---|
| Expense Ratio | 0.69%Best | 2.28% |
| AUM | $2.9B | $2.3B |
| Dividend Yield | 0.69% | 3.39% |
| Holdings | 19 | 24 |
| YTD Return | +10.58%Best | -0.38% |
| 1Y Return | +14.28%Best | +3.95% |
| 3Y Return (annualized) | +18.91%Best | +15.13% |
| 5Y Return (annualized) | +11.81%Best | +9.90% |
| Volatility (annualized) | 20.0% | 16.2%Best |
| Max Drawdown | -50.1% | -35.3%Best |
| $10,000 over 5 years | $17,474Best | $16,032 |
| Fund Family | Main Management ETF Advisors, LLC | Paralel Advisors LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 5, 2017 | Jan 31, 2002 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 16, 2016 to Oct 14, 2026 (9.8 years).
SECT vs STEW 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.
SECT vs STEW Performance
Main Sector Rotation ETF (SECT) is an ETF from Main Management ETF Advisors, LLC and SRH Total Return Fund (STEW) is an ETF from Paralel Advisors LLC. Over the past year SECT returned +14.28% while STEW returned +3.95%. Year to date, SECT is up 10.58% versus a loss of 0.38% for STEW.
Over three years, SECT compounded at +18.91% per year against +15.13% for STEW; over five years the annualized figures are +11.81% and +9.90% respectively. Across the full 10-year window we track, STEW has the edge at +9.35% 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 20.0% compared with 16.2% for STEW. 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 -50.1% for SECT and -35.3% for STEW. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.60. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SECT charges 0.69% per year while STEW charges 2.28%. On a $10,000 position that is $69 vs $228 annually, a gap of $159 per year that compounds over a long holding period. On income, SECT currently yields 0.69% against 3.39% for STEW.
Holdings Overlap
We hold position weights for 10 holdings in SECT and 21 in STEW, totalling 100.0% and 93.5% 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 10 positions we hold weights for in SECT and 21 in STEW, against full books of 19 and 24.
You are not choosing between two funds in isolation.
Whichever of SECT and STEW 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, SECT or STEW?
SECT has an expense ratio of 0.69% while STEW charges 2.28%. SECT is the cheaper option, by $159 a year on a $10,000 investment.
Which performed better, SECT or STEW?
Over the past year SECT returned +14.28% vs +3.95% for STEW, so SECT leads on 1-year performance. Over the longest common window we track (10 years), SECT annualized +6.85% vs +9.35% for STEW. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SECT or STEW?
SECT has been the more volatile fund at 20.0% annualized versus 16.2% for STEW. Worst drawdown: SECT -50.1% vs STEW -35.3%.
Should I hold both SECT and STEW?
SECT and STEW have a monthly-return correlation of 0.60, 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, SECT or STEW?
SECT yields 0.69% while STEW yields 3.39%, so STEW currently pays the higher dividend yield.
Is STEW better than SECT?
SECT has a lower expense ratio. SECT led over 1Y, 3Y and 5Y, STEW over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.