Compare · 2 funds side by side · dividends reinvested

RECS and SPY

RECSColumbia Threadneedle×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,659RECS · best of the two

02 / 04

RECS and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Columbia Research Enhanced Core ETFUnsorted0.15%1.00%+11.4%+12.2%+24.3%+13.3%−8.8%12.0%$6.1B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: RECS 2019 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Core ETF · $6.1B$18,659

RECS

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 36.8% in common

RECSMeasureSPY

+11.4%Year to dateJan 1 → Nov 4+13.3%

+12.2%1 yearTotal return+13.4%

+24.3%3 years · per year$10,000 became $19,202 · $19,132+24.1%

+13.3%5 years · per year$10,000 became $18,659 · $18,060+12.6%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

1.00%Trailing 12-mo yield$100 · $99 a year on $10k0.99%

−8.8%Worst dropSmaller is better−8.9%

12.0%VolatilityLower is calmer12.9%

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

5–3RECS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RECS vs SPY: Top 5 Holdings

Today

RECS

33.0%in top 5

SPY

in top 527.3%

RECSStockSPY

12.0%AAPL7.4%

11.5%NVDA7.7%

not top 5MSFT5.9%

4.2%METAnot top 5

not top 5AMZN3.8%

2.7%MAnot top 5

2.7%XLCnot top 5

not top 5GOOGL2.5%

Held in common36.8%

End-of-day Nov 4, 2026 · share of each fund

RECS vs SPY Returns, Every Period

Columbia ThreadneedleRECS

+13.3%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

RECSSPYFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: RECS vs SPY

YTD

Columbia ThreadneedleRECS

+11.4%

SPYSPDR

+13.3%

+11.4%Year to date+13.3%

−8.8%Worst drop · 1Y−8.9%

12.0%Volatility · 1Y12.9%

1.0%Yield1.0%

$6.1BAssets$798B

2–1RECS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RECS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

RECS0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: RECS, SPY

1.00%highest, RECS

FundTrailing yieldYield$10k

RECS1.00%$100

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

RECS$100 − $15 = $85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: RECS, SPY

Today

36.8%most shared, RECS and SPY

RECSSPY

RECS—36.8%

SPY36.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

RECSWorst drop−8.8%12.0% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

RECSSPY

+11.4%Year to date+13.3%

1.0%Yield1.0%

+12.2%Past year+13.4%

0.15%Fee0.09%

3–0SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026