Compare · 2 funds side by side · dividends reinvested

RECS and SCHK

RECSColumbia Threadneedle×SCHKSchwab×

Versus in desk

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

02 / 04

RECS and SCHK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Columbia Research Enhanced Core ETFUnsorted0.15%1.02%+9.2%+12.0%+22.2%+12.6%−8.8%12.6%$6.0B1.5

Schwab 1000 Index ETFUnsorted0.03%1.06%+11.3%+13.5%+21.9%+11.1%−8.9%14.0%$5.7B1.5

Rank among the two1st → 2ndFee, 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 · SCHK 2017

Head to Head

Swap sides Versus in desk

Head to Head

Schwab 1000 Index ETF · $5.7B$16,944

SCHK

RECS

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

$10,000 five years ago, dividends reinvested · they hold 35.8% in common

SCHKMeasureRECS

+11.3%Year to dateJan 1 → Nov 9+9.2%

+13.5%1 yearTotal return+12.0%

+21.9%3 years · per year$10,000 became $18,114 · $18,237+22.2%

+11.1%5 years · per year$10,000 became $16,944 · $18,097+12.6%

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

1.06%Trailing 12-mo yield$106 · $102 a year on $10k1.02%

−8.9%Worst dropSmaller is better−8.8%

14.0%VolatilityLower is calmer12.6%

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

4–4Level

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

More Ways to See the Pairs

SCHK vs RECS: Top 5 Holdings

Today

SCHK

25.6%in top 5

RECS

in top 533.2%

SCHKStockRECS

7.3%AAPL12.8%

6.6%NVDA10.6%

5.7%MSFTnot top 5

not top 5META4.2%

3.7%AMZNnot top 5

not top 5MA2.8%

not top 5XLC2.8%

2.4%GOOGLnot top 5

Held in common35.8%

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

SCHK vs RECS Returns, Every Period

SchwabSCHK

+11.1%

5 years, per year

RECSColumbia Threadneedle

+12.6%

5 years, per year

SCHKRECSFaded: behind in that period

2–2Level

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

SCHK vs RECS

YTD

SchwabSCHK

+11.3%

RECSColumbia Threadneedle

+9.2%

+11.3%Year to date+9.2%

−8.9%Worst drop · 1Y−8.8%

14.0%Volatility · 1Y12.6%

1.1%Yield1.0%

$5.7BAssets$6.0B

2–2level

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

Cost, Income and Risk

Fees: RECS, SCHK

Today

0.03%lowest, SCHK

FundExpense ratioFee$10k

SCHK0.03%$3

RECS0.15%$15

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

Yields: RECS, SCHK

1.06%highest, SCHK

FundTrailing yieldYield$10k

SCHK1.06%$106

RECS1.02%$102

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

Income After Fees on $10,000

$103most kept, SCHK

SCHK$106 − $3 = $103

RECS$102 − $15 = $87

KeptFee

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

Overlap: RECS, SCHK

Today

35.8%most shared, RECS and SCHK

RECSSCHK

RECS—35.8%

SCHK35.8%—

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

Return vs Bumpiness: 2 ETFs

+13.5%SCHK, at 14.0% volatility

RECSWorst drop−8.8%12.6% vol

SCHKWorst drop−8.9%14.0% vol

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

Paid More vs Made More

YTD

SCHKRECS

+11.3%Year to date+9.2%

1.1%Yield1.0%

+13.5%Past year+12.0%

0.03%Fee0.15%

4–0SCHK wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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