Compare · 2 funds side by side · dividends reinvested

RECS and SOXX

RECSColumbia Threadneedle×SOXXiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$28,442SOXX · best of the two

02 / 04

RECS and SOXX, 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

iShares Semiconductor ETFThematic · AI & semis0.33%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$39.1B1.5

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 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

RECS

SOXX

iShares Semiconductor ETF · $39.1B$28,442

$10,000 five years ago, dividends reinvested · they hold 11.5% in common

RECSMeasureSOXX

+9.2%Year to dateJan 1 → Nov 9+46.5%

+12.0%1 yearTotal return+48.5%

+22.2%3 years · per year$10,000 became $18,237 · $29,015+42.6%

+12.6%5 years · per year$10,000 became $18,097 · $28,442+23.3%

0.15%Expense ratio$15 · $33 a year on $10k · lower is better0.33%

1.02%Trailing 12-mo yield$102 · $71 a year on $10k0.71%

−8.8%Worst dropSmaller is better−39.5%

12.6%VolatilityLower is calmer49.8%

RECSSOXX 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

RECS vs SOXX: Top 5 Holdings

Today

RECS

33.2%in top 5

SOXX

in top 539.1%

RECSStockSOXX

12.8%AAPLnot top 5

10.6%NVDA8.4%

not top 5AMD9.5%

not top 5AVGO7.9%

not top 5MU7.1%

not top 5INTC6.2%

4.2%METAnot top 5

2.8%MAnot top 5

2.8%XLCnot top 5

Held in common11.5%

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

RECS vs SOXX Returns, Every Period

Columbia ThreadneedleRECS

+12.6%

5 years, per year

SOXXiShares

+23.3%

5 years, per year

RECSSOXXFaded: behind in that period

0–4SOXX wins

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

Unsorted vs Thematic: RECS vs SOXX

YTD

Columbia ThreadneedleRECS

+9.2%

SOXXiShares

+46.5%

+9.2%Year to date+46.5%

−8.8%Worst drop · 1Y−39.5%

12.6%Volatility · 1Y49.8%

1.0%Yield0.7%

$6.0BAssets$39.1B

3–1RECS wins

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

Cost, Income and Risk

Fees: RECS, SOXX

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

SOXX0.33%$33

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

Yields: RECS, SOXX

1.02%highest, RECS

FundTrailing yieldYield$10k

RECS1.02%$102

SOXX0.71%$71

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

Income After Fees on $10,000

$87most kept, RECS

RECS$102 − $15 = $87

SOXX$71 − $33 = $38

KeptFee

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

Overlap: RECS, SOXX

Today

11.5%most shared, RECS and SOXX

RECSSOXX

RECS—11.5%

SOXX11.5%—

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

Return vs Bumpiness: 2 ETFs

+48.5%SOXX, at 49.8% volatility

RECSWorst drop−8.8%12.6% vol

SOXXWorst drop−39.5%49.8% vol

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

Paid More vs Made More

YTD

RECSSOXX

+9.2%Year to date+46.5%

1.0%Yield0.7%

+12.0%Past year+48.5%

0.15%Fee0.33%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

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