Compare · 3 funds side by side · dividends reinvested

RECS, IVV and VOO

RECSColumbia Threadneedle×IVViShares×VOOVanguard×

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

02 / 04

RECS, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.9

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.3%+9.1%+22.2%+12.2%−8.8%12.5%$6.2B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.0

Rank among the three1st → 3rdFee, 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 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

RECS

Columbia Research Enhanced Core ETF · $6.2B$17,787

$10,000 five years ago, dividends reinvested · they hold 36.2% in common

IVVMeasureRECS

+8.7%Year to dateJan 1 → Nov 6+7.3%

+9.8%1 yearTotal return+9.1%

+21.8%3 years · per year$10,000 became $18,084 · $18,239+22.2%

+11.4%5 years · per year$10,000 became $17,177 · $17,787+12.2%

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

1.14%Trailing 12-mo yield$114 · $104 a year on $10k1.04%

−8.9%Worst dropSmaller is better−8.8%

13.6%VolatilityLower is calmer12.5%

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

4–4Level

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

More Ways to See the Pairs

IVV vs RECS: Top 5 Holdings

Today

IVV

27.8%in top 5

RECS

in top 533.0%

IVVStockRECS

7.9%AAPL12.9%

6.9%NVDA10.4%

6.3%MSFTnot top 5

not top 5META4.2%

4.0%AMZNnot top 5

not top 5MA2.8%

not top 5XLC2.8%

2.6%GOOGLnot top 5

Held in common36.2%

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

IVV vs RECS Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

RECSColumbia Threadneedle

+12.2%

5 years, per year

IVVRECSFaded: behind in that period

2–2Level

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

IVV vs VOO

YTD

iSharesIVV

+8.7%

VOOVanguard

+8.7%

+8.7%Year to date+8.7%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.5%

1.1%Yield1.1%

$850BAssets$1.00T

1–0VOO wins

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

Cost, Income and Risk

Fees: RECS, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

RECS0.15%$15

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

Yields: RECS, IVV, VOO

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

RECS1.04%$104

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

RECS$104 − $15 = $89

KeptFee

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

Overlap: RECS, IVV, VOO

Today

92.2%most shared, IVV and VOO

RECSIVVVOO

RECS—36.2%37.5%

IVV36.2%—92.2%

VOO37.5%92.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

RECSWorst drop−8.8%12.5% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IVVVOO

+8.7%Year to date+8.7%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.03%

0–0level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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