Compare · 2 funds side by side · dividends reinvested

RECS and VO

RECSColumbia Threadneedle×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,787RECS · best of the two

02 / 04

RECS and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.4

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.3%+9.1%+22.2%+12.2%−8.8%12.5%$6.0B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: RECS 2019 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Core ETF · $6.0B$17,787

RECS

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 18.4% in common

RECSMeasureVO

+7.3%Year to dateJan 1 → Nov 6+10.6%

+9.1%1 yearTotal return+11.6%

+22.2%3 years · per year$10,000 became $18,239 · $16,701+18.6%

+12.2%5 years · per year$10,000 became $17,787 · $13,590+6.3%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.04%Trailing 12-mo yield$104 · $139 a year on $10k1.39%

−8.8%Worst dropSmaller is better−8.2%

12.5%VolatilityLower is calmer12.9%

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

3–5VO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RECS vs VO: Top 5 Holdings

Today

RECS

33.0%in top 5

in top 55.3%

RECSStockVO

12.9%AAPLnot top 5

10.4%NVDAnot top 5

4.2%METAnot top 5

2.8%MAnot top 5

2.8%XLCnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common18.4%

End-of-day Nov 6, 2026 · share of each fund

RECS vs VO Returns, Every Period

Columbia ThreadneedleRECS

+12.2%

5 years, per year

VOVanguard

+6.3%

5 years, per year

RECSVOFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Stocks: RECS vs VO

YTD

Columbia ThreadneedleRECS

+7.3%

VOVanguard

+10.6%

+7.3%Year to date+10.6%

−8.8%Worst drop · 1Y−8.2%

12.5%Volatility · 1Y12.9%

1.0%Yield1.4%

$6.0BAssets$103B

3–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RECS, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

RECS0.15%$15

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: RECS, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

RECS1.04%$104

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

RECS$104 − $15 = $89

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: RECS, VO

Today

18.4%most shared, RECS and VO

RECSVO

RECS—18.4%

VO18.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.6%VO, at 12.9% volatility

RECSWorst drop−8.8%12.5% vol

VOWorst drop−8.2%12.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VORECS

+10.6%Year to date+7.3%

1.4%Yield1.0%

+11.6%Past year+9.1%

0.03%Fee0.15%

4–0VO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026