Compare · 3 funds side by side · dividends reinvested

RECS, XLSR and VUG

RECSColumbia Threadneedle×XLSRSPDR×VUGVanguard×

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, XLSR and VUG, 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%$6.0B1.3

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.41%+4.7%+7.9%+16.9%+8.6%−11.1%14.6%$1.0B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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 · XLSR 2019 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

RECS

XLSR

State Street US Sector Rotation ETF · $1.0B$15,072

$10,000 five years ago, dividends reinvested · they hold 13.1% in common

RECSMeasureXLSR

+9.2%Year to dateJan 1 → Nov 9+4.7%

+12.0%1 yearTotal return+7.9%

+22.2%3 years · per year$10,000 became $18,237 · $15,956+16.9%

+12.6%5 years · per year$10,000 became $18,097 · $15,072+8.6%

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 9, 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

33.2%in top 5

XLSR

in top 566.7%

RECSStockXLSR

not top 5XLK26.9%

not top 5XLV19.5%

12.8%AAPLnot top 5

10.6%NVDAnot top 5

not top 5XLF10.5%

not top 5XLP5.2%

not top 5XLY4.6%

4.2%METAnot top 5

2.8%MAnot top 5

2.8%XLCnot top 5

Held in common13.1%

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

RECS vs XLSR Returns, Every Period

Columbia ThreadneedleRECS

+12.6%

5 years, per year

XLSRSPDR

+8.6%

5 years, per year

RECSXLSRFaded: behind in that period

4–0RECS wins

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

Unsorted vs Stocks: RECS vs XLSR

YTD

Columbia ThreadneedleRECS

+9.2%

XLSRSPDR

+4.7%

+9.2%Year to date+4.7%

−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 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RECS, XLSR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

RECS0.15%$15

XLSR0.70%$70

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

Yields: RECS, XLSR, VUG

1.02%highest, RECS

FundTrailing yieldYield$10k

RECS1.02%$102

XLSR0.41%$41

VUG0.41%$41

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

Income After Fees on $10,000

$87most kept, RECS

RECS$102 − $15 = $87

VUG$41 − $3 = $38

XLSR$41 − $70 = −$29

KeptFee

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

Overlap: RECS, XLSR, VUG

Today

36.6%most shared, RECS and VUG

RECSXLSRVUG

RECS—13.1%36.6%

XLSR13.1%—21.7%

VUG36.6%21.7%—

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

Return vs Bumpiness: 3 ETFs

+12.0%RECS, at 12.6% volatility

RECSWorst drop−8.8%12.6% vol

XLSRWorst drop−11.1%14.6% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

RECSXLSR

+9.2%Year to date+4.7%

1.0%Yield0.4%

+12.0%Past year+7.9%

0.15%Fee0.70%

4–0RECS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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