Compare · 3 funds side by side · dividends reinvested

RECS, XLSR and IWF

RECSColumbia Threadneedle×XLSRSPDR×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,874RECS · best of the three

Story of the three · IncomeMost incomeRECS · 1.02% · $102 a year on $10k

Story of the three · RiskSmallest drop

RECS, XLSR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Columbia Research Enhanced Core ETFUnsorted0.15%1.02%+8.5%+11.1%+21.4%+12.3%−8.8%12.6%$6.0B1.0

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.41%+4.3%+7.8%+16.3%+8.4%−11.1%14.6%$1.0B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: RECS 2019 · XLSR 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Columbia Research Enhanced Core ETF · $6.0B$17,874

RECS

XLSR

State Street US Sector Rotation ETF · $1.0B$14,943

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

RECS

More Ways to See the Pairs

RECS vs XLSR: Top 5 Holdings

Today

RECS

32.8%in top 5

XLSR

in top 566.9%

RECSStockXLSR

not top 5XLK27.3%

not top 5XLV19.4%

12.9%AAPLnot top 5

not top 5XLF10.4%

10.0%NVDAnot top 5

Cost, Income and Risk

Fees: RECS, XLSR, IWF

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

IWF0.18%$18

XLSR0.70%$70

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

Yields: RECS, XLSR, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

XLSR

+8.5%Year to dateJan 1 → Nov 10+4.3%

+11.1%1 yearTotal return+7.8%

+21.4%3 years · per year$10,000 became $17,903 · $15,742+16.3%

+12.3%5 years · per year$10,000 became $17,874 · $14,943+8.4%

0.15%Expense ratio$15 · $70 a year on $10k · lower is better0.70%

1.02%Trailing 12-mo yield$102 · $41 a year on $10k0.41%

−8.8%Worst dropSmaller is better−11.1%

12.6%VolatilityLower is calmer14.6%

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

8–0RECS wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5XLP5.2%

not top 5XLY4.6%

4.3%METAnot top 5

2.8%XLCnot top 5

2.8%MAnot top 5

Held in common12.9%

End-of-day Nov 10, 2026 · share of each fund

RECS vs XLSR Returns, Every Period

5Y

Columbia ThreadneedleRECS

+12.3%

5 years, per year

XLSRSPDR

+8.4%

5 years, per year

RECSXLSRFaded: behind in that period

4–0RECS wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Unsorted vs Stocks: RECS vs XLSR

YTD

Columbia ThreadneedleRECS

+8.5%

XLSRSPDR

+4.3%

+8.5%Year to date+4.3%

−8.8%Worst drop · 1Y−11.1%

12.6%Volatility · 1Y14.6%

1.0%Yield0.4%

$6.0BAssets$1.0B

4–0RECS wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.02%highest, RECS

FundTrailing yieldYield$10k

RECS1.02%$102

XLSR0.41%$41

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$87most kept, RECS

RECS$102 − $15 = $87

IWF$38 − $18 = $20

XLSR$41 − $70 = −$29

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: RECS, XLSR, IWF

Today

36.7%most shared, RECS and IWF

RECSXLSRIWF

RECS—12.9%36.7%

XLSR12.9%—21.4%

IWF36.7%21.4%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.1%RECS, at 12.6% volatility

RECSWorst drop−8.8%12.6% vol

XLSRWorst drop−11.1%14.6% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

RECSXLSR

+8.5%Year to date+4.3%

1.0%Yield0.4%

+11.1%Past year+7.8%

0.15%Fee0.70%

4–0RECS wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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RECS, XLSR and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three