Compare · 3 funds side by side · dividends reinvested

RECS, SCHD and JEPI

RECSColumbia Threadneedle×SCHDSchwab×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,097RECS · best of the three

02 / 04

RECS, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.6

Columbia Research Enhanced Core ETFUnsorted0.15%1.02%+9.2%+12.0%+22.2%+12.6%−8.8%12.6%$6.0B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: RECS 2019 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Core ETF · $6.0B$18,097

RECS

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 8.4% in common

RECSMeasureSCHD

+9.2%Year to dateJan 1 → Nov 9+33.2%

+12.0%1 yearTotal return+39.1%

+22.2%3 years · per year$10,000 became $18,237 · $17,123+19.6%

+12.6%5 years · per year$10,000 became $18,097 · $16,459+10.5%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

1.02%Trailing 12-mo yield$102 · $296 a year on $10k2.96%

−8.8%Worst dropSmaller is better−6.9%

12.6%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RECS vs SCHD: Top 5 Holdings

Today

RECS

33.2%in top 5

SCHD

in top 521.4%

RECSStockSCHD

12.8%AAPLnot top 5

10.6%NVDAnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

4.2%METAnot top 5

not top 5AMGN4.1%

2.8%MAnot top 5

2.8%XLCnot top 5

Held in common8.4%

End-of-day Nov 9, 2026 · share of each fund

RECS vs SCHD Returns, Every Period

Columbia ThreadneedleRECS

+12.6%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

RECSSCHDFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: RECS vs JEPI

YTD

Columbia ThreadneedleRECS

+9.2%

JEPIJ.P. Morgan

+7.5%

+9.2%Year to date+7.5%

−8.8%Worst drop · 1Y−6.7%

12.6%Volatility · 1Y9.0%

1.0%Yield7.9%

$6.0BAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RECS, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

RECS0.15%$15

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: RECS, SCHD, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

SCHD2.96%$296

RECS1.02%$102

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SCHD$296 − $6 = $290

RECS$102 − $15 = $87

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: RECS, SCHD, JEPI

Today

19.0%most shared, RECS and JEPI

RECSSCHDJEPI

RECS—8.4%19.0%

SCHD8.4%—8.4%

JEPI19.0%8.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

RECSWorst drop−8.8%12.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+7.5%Year to date+33.2%

7.9%Yield3.0%

+10.9%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026