Compare · 3 funds side by side · dividends reinvested

RECS, SOXX and SMH

RECSColumbia Threadneedle×SOXXiShares×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,298SMH · best of the three

02 / 04

RECS, SOXX and SMH, 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%$6.0B2.0

iShares Semiconductor ETFThematic · AI & semis0.33%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$39.1B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.0

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 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

RECS

SMH

VanEck Semiconductor ETF · $60.7B$36,298

$10,000 five years ago, dividends reinvested · they hold 13.7% in common

RECSMeasureSMH

+9.2%Year to dateJan 1 → Nov 9+35.3%

+12.0%1 yearTotal return+39.3%

+22.2%3 years · per year$10,000 became $18,237 · $33,815+50.1%

+12.6%5 years · per year$10,000 became $18,097 · $36,298+29.4%

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

1.02%Trailing 12-mo yield$102 · $23 a year on $10k0.23%

−8.8%Worst dropSmaller is better−33.1%

12.6%VolatilityLower is calmer43.1%

RECSSMH 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 SMH: Top 5 Holdings

Today

RECS

33.2%in top 5

SMH

in top 547.7%

RECSStockSMH

10.6%NVDA20.7%

12.8%AAPLnot top 5

not top 5TSM10.0%

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.4%

4.2%METAnot top 5

2.8%MAnot top 5

2.8%XLCnot top 5

Held in common13.7%

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

RECS vs SMH Returns, Every Period

Columbia ThreadneedleRECS

+12.6%

5 years, per year

SMHVanEck

+29.4%

5 years, per year

RECSSMHFaded: behind in that period

0–4SMH 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, SMH

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

SOXX0.33%$33

SMH0.35%$35

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

Yields: RECS, SOXX, SMH

1.02%highest, RECS

FundTrailing yieldYield$10k

RECS1.02%$102

SOXX0.71%$71

SMH0.23%$23

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

SMH$23 − $35 = −$12

KeptFee

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

Overlap: RECS, SOXX, SMH

Today

69.6%most shared, SOXX and SMH

RECSSOXXSMH

RECS—11.5%13.7%

SOXX11.5%—69.6%

SMH13.7%69.6%—

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

RECSWorst drop−8.8%12.6% vol

SMHWorst drop−33.1%43.1% 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 Three

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

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