Compare · 3 funds side by side · dividends reinvested

RECS, VTV and SCHD

RECSColumbia Threadneedle×VTVVanguard×SCHDSchwab×

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

02 / 04

RECS, VTV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.3%+9.1%+22.2%+12.2%−8.8%12.5%$6.0B2.5

Rank among the three1st → 3rdFee, 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 · VTV 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

RECS

VTV

Vanguard Morningstar Value ETF · $184B$17,585

$10,000 five years ago, dividends reinvested · they hold 23.6% in common

RECSMeasureVTV

+7.3%Year to dateJan 1 → Nov 6+18.5%

+9.1%1 yearTotal return+22.9%

+22.2%3 years · per year$10,000 became $18,239 · $17,687+20.9%

+12.2%5 years · per year$10,000 became $17,787 · $17,585+12.0%

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

1.04%Trailing 12-mo yield$104 · $187 a year on $10k1.87%

−8.8%Worst dropSmaller is better−6.4%

12.5%VolatilityLower is calmer10.7%

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

2–6VTV 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 VTV: Top 5 Holdings

Today

RECS

33.0%in top 5

VTV

in top 515.8%

RECSStockVTV

12.9%AAPLnot top 5

10.4%NVDAnot top 5

not top 5MU4.6%

4.2%METAnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

2.8%MAnot top 5

2.8%XLCnot top 5

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common23.6%

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

RECS vs VTV Returns, Every Period

Columbia ThreadneedleRECS

+12.2%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

RECSVTVFaded: behind in that period

2–2Level

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

Unsorted vs Income: RECS vs SCHD

YTD

Columbia ThreadneedleRECS

+7.3%

SCHDSchwab

+31.4%

+7.3%Year to date+31.4%

−8.8%Worst drop · 1Y−6.9%

12.5%Volatility · 1Y11.7%

1.0%Yield3.0%

$6.0BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: RECS, VTV, SCHD

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

RECS0.15%$15

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

Yields: RECS, VTV, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VTV1.87%$187

RECS1.04%$104

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VTV$187 − $3 = $184

RECS$104 − $15 = $89

KeptFee

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

Overlap: RECS, VTV, SCHD

Today

23.6%most shared, RECS and VTV

RECSVTVSCHD

RECS—23.6%8.5%

VTV23.6%—17.9%

SCHD8.5%17.9%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.7% vol

SCHDWorst drop−6.9%11.7% vol

RECSWorst drop−8.8%12.5% vol

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

Paid More vs Made More

YTD

SCHDVTV

+31.4%Year to date+18.5%

3.0%Yield1.9%

+37.0%Past year+22.9%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026