Compare · 2 funds side by side · dividends reinvested

RECS and SCHD

RECSColumbia Threadneedle×SCHDSchwab×

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 SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.3%+9.1%+22.2%+12.2%−8.8%12.5%$6.0B1.8

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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

RECS

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

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

SCHDMeasureRECS

+31.4%Year to dateJan 1 → Nov 6+7.3%

+37.0%1 yearTotal return+9.1%

+20.0%3 years · per year$10,000 became $17,266 · $18,239+22.2%

+10.2%5 years · per year$10,000 became $16,267 · $17,787+12.2%

0.06%Expense ratio$6 · $15 a year on $10k · lower is better0.15%

3.00%Trailing 12-mo yield$300 · $104 a year on $10k1.04%

−6.9%Worst dropSmaller is better−8.8%

11.7%VolatilityLower is calmer12.5%

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

6–2SCHD wins

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

More Ways to See the Pairs

SCHD vs RECS: Top 5 Holdings

Today

SCHD

21.4%in top 5

RECS

in top 533.0%

SCHDStockRECS

not top 5AAPL12.9%

not top 5NVDA10.4%

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

not top 5META4.2%

4.1%AMGNnot top 5

not top 5MA2.8%

not top 5XLC2.8%

Held in common8.5%

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

SCHD vs RECS Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

RECSColumbia Threadneedle

+12.2%

5 years, per year

SCHDRECSFaded: behind in that period

2–2Level

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

Income vs Unsorted: SCHD vs RECS

YTD

SchwabSCHD

+31.4%

RECSColumbia Threadneedle

+7.3%

+31.4%Year to date+7.3%

−6.9%Worst drop · 1Y−8.8%

11.7%Volatility · 1Y12.5%

3.0%Yield1.0%

$120BAssets$6.0B

4–0SCHD wins

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

Cost, Income and Risk

Fees: RECS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

RECS0.15%$15

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

Yields: RECS, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

RECS1.04%$104

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

RECS$104 − $15 = $89

KeptFee

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

Overlap: RECS, SCHD

Today

8.5%most shared, RECS and SCHD

RECSSCHD

RECS—8.5%

SCHD8.5%—

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

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% 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

SCHDRECS

+31.4%Year to date+7.3%

3.0%Yield1.0%

+37.0%Past year+9.1%

0.06%Fee0.15%

4–0SCHD 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