Compare · 3 funds side by side · dividends reinvested

RECS, XLSR and VTV

RECSColumbia Threadneedle×XLSRSPDR×VTVVanguard×

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, XLSR and VTV, 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%$184B1.3

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.3%+9.1%+22.2%+12.2%−8.8%12.5%$6.2B1.8

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.42%+2.9%+5.1%+16.9%+8.2%−11.1%14.5%$1.1B3.0

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 · XLSR 2019 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Core ETF · $6.2B$17,787

RECS

XLSR

State Street US Sector Rotation ETF · $1.1B$14,831

$10,000 five years ago, dividends reinvested · they hold 13.0% in common

RECSMeasureXLSR

+7.3%Year to dateJan 1 → Nov 6+2.9%

+9.1%1 yearTotal return+5.1%

+22.2%3 years · per year$10,000 became $18,239 · $15,995+16.9%

+12.2%5 years · per year$10,000 became $17,787 · $14,831+8.2%

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

1.04%Trailing 12-mo yield$104 · $42 a year on $10k0.42%

−8.8%Worst dropSmaller is better−11.1%

12.5%VolatilityLower is calmer14.5%

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

8–0RECS 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 XLSR: Top 5 Holdings

Today

RECS

33.0%in top 5

XLSR

in top 566.7%

RECSStockXLSR

not top 5XLK26.6%

not top 5XLV19.6%

12.9%AAPLnot top 5

not top 5XLF10.6%

10.4%NVDAnot top 5

not top 5XLP5.3%

not top 5XLY4.6%

4.2%METAnot top 5

2.8%MAnot top 5

2.8%XLCnot top 5

Held in common13.0%

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

RECS vs XLSR Returns, Every Period

Columbia ThreadneedleRECS

+12.2%

5 years, per year

XLSRSPDR

+8.2%

5 years, per year

RECSXLSRFaded: behind in that period

4–0RECS wins

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

Unsorted vs Stocks: RECS vs VTV

YTD

Columbia ThreadneedleRECS

+7.3%

VTVVanguard

+18.5%

+7.3%Year to date+18.5%

−8.8%Worst drop · 1Y−6.4%

12.5%Volatility · 1Y10.7%

1.0%Yield1.9%

$6.2BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: RECS, XLSR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

RECS0.15%$15

XLSR0.70%$70

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

Yields: RECS, XLSR, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

RECS1.04%$104

XLSR0.42%$42

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

RECS$104 − $15 = $89

XLSR$42 − $70 = −$28

KeptFee

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

Overlap: RECS, XLSR, VTV

Today

23.6%most shared, RECS and VTV

RECSXLSRVTV

RECS—13.0%23.6%

XLSR13.0%—0.6%

VTV23.6%0.6%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

RECSWorst drop−8.8%12.5% vol

XLSRWorst drop−11.1%14.5% vol

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

Paid More vs Made More

YTD

VTVRECS

+18.5%Year to date+7.3%

1.9%Yield1.0%

+22.9%Past year+9.1%

0.03%Fee0.15%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026