Compare · 3 funds side by side · dividends reinvested

RECS, SOXX and FTCS

RECSColumbia Threadneedle×SOXXiShares×FTCSFirst Trust×

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

02 / 04

RECS, SOXX and FTCS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$39.1B1.9

First Trust Capital Strength ETFUnsorted0.53%1.10%+13.8%+16.6%+13.3%+6.9%−8.1%11.8%$7.9B2.0

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

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 · SOXX 2001 · FTCS 2006

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

RECS vs FTCS

YTD

Columbia ThreadneedleRECS

+9.2%

FTCSFirst Trust

+13.8%

+9.2%Year to date+13.8%

−8.8%Worst drop · 1Y−8.1%

12.6%Volatility · 1Y11.8%

1.0%Yield1.1%

$6.0BAssets$7.9B

4–0FTCS wins

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

Cost, Income and Risk

Fees: RECS, SOXX, FTCS

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

SOXX0.33%$33

FTCS0.53%$53

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

Yields: RECS, SOXX, FTCS

1.10%highest, FTCS

FundTrailing yieldYield$10k

FTCS1.10%$110

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

FTCS$110 − $53 = $57

SOXX$71 − $33 = $38

KeptFee

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

Overlap: RECS, SOXX, FTCS

Today

12.7%most shared, RECS and FTCS

RECSSOXXFTCS

RECS—11.5%12.7%

SOXX11.5%—0.0%

FTCS12.7%0.0%—

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

Return vs Bumpiness: 3 ETFs

+48.5%SOXX, at 49.8% volatility

FTCSWorst drop−8.1%11.8% vol

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

FTCSSOXX

+13.8%Year to date+46.5%

1.1%Yield0.7%

+16.6%Past year+48.5%

0.53%Fee0.33%

3–1SOXX wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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