Compare · 2 funds side by side · dividends reinvested

RECS and CGBL

RECSColumbia Threadneedle×CGBLCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,787RECS · best of the two

02 / 04

RECS and CGBL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.3%+9.1%+22.2%+12.2%−8.8%12.5%$6.0B1.4

Capital Group Core Balanced ETFUnsorted0.33%1.97%+4.9%+7.8%+16.3%[…]−7.9%10.8%$7.9B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: RECS 2019 · CGBL 2023

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Core ETF · $6.0B$17,787

RECS

CGBL

Capital Group Core Balanced ETF · $7.9B[…]

$10,000 five years ago, dividends reinvested · they hold 9.9% in common

RECSMeasureCGBL

+7.3%Year to dateJan 1 → Nov 6+4.9%

+9.1%1 yearTotal return+7.8%

+22.2%3 years · per year$10,000 became $18,239 · $15,725+16.3%

+12.2%5 years · per year$10,000 became $17,787 · […][…]

0.15%Expense ratio$15 · $33 a year on $10k · lower is better0.33%

1.04%Trailing 12-mo yield$104 · $197 a year on $10k1.97%

−8.8%Worst dropSmaller is better−7.9%

12.5%VolatilityLower is calmer10.8%

RECSCGBL Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3RECS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RECS vs CGBL: Top 5 Holdings

Today

RECS

33.0%in top 5

CGBL

in top 548.9%

RECSStockCGBL

not top 5CGCP23.8%

not top 5CGCB16.1%

12.9%AAPLnot top 5

10.4%NVDAnot top 5

4.2%METAnot top 5

not top 5AVGO3.5%

2.8%MAnot top 5

2.8%XLCnot top 5

not top 5MSFT2.8%

not top 5GOOG2.7%

Held in common9.9%

End-of-day Nov 6, 2026 · share of each fund

RECS vs CGBL Returns, Every Period

Columbia ThreadneedleRECS

+9.1%

past year

CGBLCapital Group

+7.8%

past year

RECSCGBLFaded: behind in that period

3–0RECS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

RECS vs CGBL

YTD

Columbia ThreadneedleRECS

+7.3%

CGBLCapital Group

+4.9%

+7.3%Year to date+4.9%

−8.8%Worst drop · 1Y−7.9%

12.5%Volatility · 1Y10.8%

1.0%Yield2.0%

$6.0BAssets$7.9B

3–1CGBL wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RECS, CGBL

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

CGBL0.33%$33

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: RECS, CGBL

1.97%highest, CGBL

FundTrailing yieldYield$10k

CGBL1.97%$197

RECS1.04%$104

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$164most kept, CGBL

CGBL$197 − $33 = $164

RECS$104 − $15 = $89

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: RECS, CGBL

Today

9.9%most shared, RECS and CGBL

RECSCGBL

RECS—9.9%

CGBL9.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.1%RECS, at 12.5% volatility

CGBLWorst drop−7.9%10.8% vol

RECSWorst drop−8.8%12.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CGBLRECS

+4.9%Year to date+7.3%

2.0%Yield1.0%

+7.8%Past year+9.1%

0.33%Fee0.15%

3–1RECS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026