Compare · 3 funds side by side · dividends reinvested

RECS, SURI and CGBL

RECSColumbia Threadneedle×SURISimplify×CGBLCapital Group×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,097RECS · best of the three

02 / 04

RECS, SURI and CGBL, 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%$6.0B1.8

Capital Group Core Balanced ETFUnsorted0.33%1.94%+6.6%+9.9%+16.3%[…]−7.9%11.0%$7.9B2.0

Simplify Propel Opportunities ETFUnsorted2.84%16.23%+13.2%+23.6%+12.9%[…]−19.2%21.4%$78M2.1

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 · SURI 2023 · CGBL 2023

Head to Head

Swap sides Versus in desk

Head to Head

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

RECS

SURI

Simplify Propel Opportunities ETF · $78M[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

RECSMeasureSURI

+9.2%Year to dateJan 1 → Nov 9+13.2%

+12.0%1 yearTotal return+23.6%

+22.2%3 years · per year$10,000 became $18,237 · $14,374+12.9%

+12.6%5 years · per year$10,000 became $18,097 · […][…]

0.15%Expense ratio$15 · $284 a year on $10k · lower is better2.84%

1.02%Trailing 12-mo yield$102 · $1,623 a year on $10k16.23%

−8.8%Worst dropSmaller is better−19.2%

12.6%VolatilityLower is calmer21.4%

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

4–3RECS 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 SURI: Top 5 Holdings

Today

RECS

33.2%in top 5

SURI

in top 560.4%

RECSStockSURI

not top 5PAGP42.0%

12.8%AAPLnot top 5

10.6%NVDAnot top 5

not top 5ACHV8.0%

not top 5DCTH4.3%

4.2%METAnot top 5

not top 5MIST3.3%

not top 5COLL2.9%

2.8%MAnot top 5

2.8%XLCnot top 5

Held in common0.1%

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

RECS vs SURI Returns, Every Period

Columbia ThreadneedleRECS

+12.0%

past year

SURISimplify

+23.6%

past year

RECSSURIFaded: behind in that period

1–2SURI wins

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

RECS vs SURI

YTD

Columbia ThreadneedleRECS

+9.2%

SURISimplify

+13.2%

+9.2%Year to date+13.2%

−8.8%Worst drop · 1Y−19.2%

12.6%Volatility · 1Y21.4%

1.0%Yield16.2%

$6.0BAssets$78.2M

2–2level

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

Cost, Income and Risk

Fees: RECS, SURI, CGBL

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

CGBL0.33%$33

SURI2.84%$284

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

Yields: RECS, SURI, CGBL

16.23%highest, SURI

FundTrailing yieldYield$10k

SURI16.23%$1,623

CGBL1.94%$194

RECS1.02%$102

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

Income After Fees on $10,000

$1,339most kept, SURI

SURI$1,623 − $284 = $1,339

CGBL$194 − $33 = $161

RECS$102 − $15 = $87

KeptFee

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

Overlap: RECS, SURI, CGBL

Today

9.9%most shared, RECS and CGBL

RECSSURICGBL

RECS—0.1%9.9%

SURI0.1%—0.0%

CGBL9.9%0.0%—

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

Return vs Bumpiness: 3 ETFs

+23.6%SURI, at 21.4% volatility

CGBLWorst drop−7.9%11.0% vol

RECSWorst drop−8.8%12.6% vol

SURIWorst drop−19.2%21.4% vol

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

Paid More vs Made More

YTD

SURIRECS

+13.2%Year to date+9.2%

16.2%Yield1.0%

+23.6%Past year+12.0%

2.84%Fee0.15%

3–1SURI wins

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%

$122BAssets$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