Compare · 3 funds side by side · dividends reinvested

RECS, SPY and IVV

RECSColumbia Threadneedle×SPYSPDR×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,792RECS · best of the three

02 / 04

RECS, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.8

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.1%+9.2%+22.4%+12.2%−8.8%12.5%$6.1B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: RECS 2019 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Core ETF · $6.1B$17,792

RECS

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 36.5% in common

RECSMeasureSPY

+7.1%Year to dateJan 1 → Nov 5+8.3%

+9.2%1 yearTotal return+9.7%

+22.4%3 years · per year$10,000 became $18,344 · $18,174+22.0%

+12.2%5 years · per year$10,000 became $17,792 · $17,099+11.3%

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

1.04%Trailing 12-mo yield$104 · $103 a year on $10k1.03%

−8.8%Worst dropSmaller is better−8.9%

12.5%VolatilityLower is calmer13.6%

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

5–3RECS wins

End-of-day Nov 5, 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 527.7%

RECSStockSPY

12.5%AAPL7.7%

10.9%NVDA7.3%

not top 5MSFT6.2%

4.2%METAnot top 5

not top 5AMZN3.9%

2.8%MAnot top 5

2.7%XLCnot top 5

not top 5GOOGL2.6%

Held in common36.5%

End-of-day Nov 5, 2026 · share of each fund

RECS vs SPY Returns, Every Period

Columbia ThreadneedleRECS

+12.2%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

RECSSPYFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: RECS vs IVV

YTD

Columbia ThreadneedleRECS

+7.1%

IVViShares

+8.4%

+7.1%Year to date+8.4%

−8.8%Worst drop · 1Y−8.9%

12.5%Volatility · 1Y13.6%

1.0%Yield1.1%

$6.1BAssets$887B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RECS, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

RECS0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: RECS, SPY, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

RECS1.04%$104

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

RECS$104 − $15 = $89

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: RECS, SPY, IVV

Today

99.9%most shared, SPY and IVV

RECSSPYIVV

RECS—36.5%36.5%

SPY36.5%—99.9%

IVV36.5%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

RECSWorst drop−8.8%12.5% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPY

+8.4%Year to date+8.3%

1.1%Yield1.0%

+9.7%Past year+9.7%

0.03%Fee0.09%

3–0IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026