Compare · 3 funds side by side · dividends reinvested

RECS, SCHK and TCAF

RECSColumbia Threadneedle×SCHKSchwab×TCAFT. Rowe Price×

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, SCHK and TCAF, 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%$6.0B1.8

Schwab 1000 Index ETFUnsorted0.03%1.08%+8.6%+9.6%+21.7%+10.6%−8.9%13.8%$5.5B1.9

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.45%+10.6%+10.3%+20.3%[…]−10.8%13.1%$7.9B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: RECS 2019 · SCHK 2017 · TCAF 2023

Head to Head

Swap sides Versus in desk

Head to Head

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

RECS

SCHK

Schwab 1000 Index ETF · $5.5B$16,579

$10,000 five years ago, dividends reinvested · they hold 35.7% in common

RECSMeasureSCHK

+7.3%Year to dateJan 1 → Nov 6+8.6%

+9.1%1 yearTotal return+9.6%

+22.2%3 years · per year$10,000 became $18,239 · $18,035+21.7%

+12.2%5 years · per year$10,000 became $17,787 · $16,579+10.6%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.04%Trailing 12-mo yield$104 · $108 a year on $10k1.08%

−8.8%Worst dropSmaller is better−8.9%

12.5%VolatilityLower is calmer13.8%

RECSSCHK 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

RECS vs SCHK: Top 5 Holdings

Today

RECS

33.0%in top 5

SCHK

in top 525.6%

RECSStockSCHK

12.9%AAPL7.3%

10.4%NVDA6.4%

not top 5MSFT5.8%

4.2%METAnot top 5

not top 5AMZN3.7%

2.8%MAnot top 5

2.8%XLCnot top 5

not top 5GOOGL2.4%

Held in common35.7%

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

RECS vs SCHK Returns, Every Period

Columbia ThreadneedleRECS

+12.2%

5 years, per year

SCHKSchwab

+10.6%

5 years, per year

RECSSCHKFaded: behind in that period

2–2Level

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

RECS vs SCHK

YTD

Columbia ThreadneedleRECS

+7.3%

SCHKSchwab

+8.6%

+7.3%Year to date+8.6%

−8.8%Worst drop · 1Y−8.9%

12.5%Volatility · 1Y13.8%

1.0%Yield1.1%

$6.0BAssets$5.5B

2–2level

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

Cost, Income and Risk

Fees: RECS, SCHK, TCAF

Today

0.03%lowest, SCHK

FundExpense ratioFee$10k

SCHK0.03%$3

RECS0.15%$15

TCAF0.31%$31

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

Yields: RECS, SCHK, TCAF

1.08%highest, SCHK

FundTrailing yieldYield$10k

SCHK1.08%$108

RECS1.04%$104

TCAF0.45%$45

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

Income After Fees on $10,000

$105most kept, SCHK

SCHK$108 − $3 = $105

RECS$104 − $15 = $89

TCAF$45 − $31 = $14

KeptFee

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

Overlap: RECS, SCHK, TCAF

Today

35.7%most shared, RECS and SCHK

RECSSCHKTCAF

RECS—35.7%1.6%

SCHK35.7%—8.0%

TCAF1.6%8.0%—

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

Return vs Bumpiness: 3 ETFs

+10.3%TCAF, at 13.1% volatility

RECSWorst drop−8.8%12.5% vol

TCAFWorst drop−10.8%13.1% vol

SCHKWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

SCHKTCAF

+8.6%Year to date+10.6%

1.1%Yield0.5%

+9.6%Past year+10.3%

0.03%Fee0.31%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026