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$18,097RECS · 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%1.02%+9.2%+12.0%+22.2%+12.6%−8.8%12.6%$6.0B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.6

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

End-of-day Nov 9, 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 · $6.0B$18,097

RECS

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 36.3% in common

RECSMeasureSPY

+9.2%Year to dateJan 1 → Nov 9+11.2%

+12.0%1 yearTotal return+13.5%

+22.2%3 years · per year$10,000 became $18,237 · $18,118+21.9%

+12.6%5 years · per year$10,000 became $18,097 · $17,493+11.8%

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

1.02%Trailing 12-mo yield$102 · $101 a year on $10k1.01%

−8.8%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer13.7%

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

5–3RECS wins

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 SPY: Top 5 Holdings

Today

RECS

33.2%in top 5

SPY

in top 527.8%

RECSStockSPY

12.8%AAPL7.9%

10.6%NVDA7.1%

not top 5MSFT6.2%

4.2%METAnot top 5

not top 5AMZN4.0%

2.8%MAnot top 5

2.8%XLCnot top 5

not top 5GOOGL2.6%

Held in common36.3%

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

RECS vs SPY Returns, Every Period

Columbia ThreadneedleRECS

+12.6%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

RECSSPYFaded: behind in that period

2–2Level

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

Unsorted vs Core: RECS vs SPY

YTD

Columbia ThreadneedleRECS

+9.2%

SPYSPDR

+11.2%

+9.2%Year to date+11.2%

−8.8%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y13.7%

1.0%Yield1.0%

$6.0BAssets$778B

2–1RECS wins

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

Yields: RECS, SPY

1.02%highest, RECS

FundTrailing yieldYield$10k

RECS1.02%$102

SPY1.01%$101

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

RECS$102 − $15 = $87

KeptFee

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

Overlap: RECS, SPY

Today

36.3%most shared, RECS and SPY

RECSSPY

RECS—36.3%

SPY36.3%—

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

Return vs Bumpiness: 2 ETFs

+13.5%SPY, at 13.7% volatility

RECSWorst drop−8.8%12.6% vol

SPYWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

RECSSPY

+9.2%Year to date+11.2%

1.0%Yield1.0%

+12.0%Past year+13.5%

0.15%Fee0.09%

3–0SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

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