Compare · 2 funds side by side · dividends reinvested

RECS and XLSR

RECSColumbia Threadneedle×XLSRSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,792RECS · best of the two

02 / 04

RECS and XLSR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.1%+9.2%+22.4%+12.2%−8.8%12.5%$6.1B1.0

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.42%+2.1%+4.7%+17.0%+8.1%−11.1%14.5%$1.1B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: RECS 2019 · XLSR 2019

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Core ETF · $6.1B$17,792

RECS

XLSR

State Street US Sector Rotation ETF · $1.1B$14,735

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

RECSMeasureXLSR

+7.1%Year to dateJan 1 → Nov 5+2.1%

+9.2%1 yearTotal return+4.7%

+22.4%3 years · per year$10,000 became $18,344 · $16,015+17.0%

+12.2%5 years · per year$10,000 became $17,792 · $14,735+8.1%

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 5, 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 566.8%

RECSStockXLSR

not top 5XLK27.6%

not top 5XLV19.1%

12.5%AAPLnot top 5

10.9%NVDAnot top 5

not top 5XLF10.4%

not top 5XLP5.1%

not top 5XLY4.6%

4.2%METAnot top 5

2.8%MAnot top 5

2.7%XLCnot top 5

Held in common13.0%

End-of-day Nov 5, 2026 · share of each fund

RECS vs XLSR Returns, Every Period

Columbia ThreadneedleRECS

+12.2%

5 years, per year

XLSRSPDR

+8.1%

5 years, per year

RECSXLSRFaded: behind in that period

4–0RECS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Stocks: RECS vs XLSR

YTD

Columbia ThreadneedleRECS

+7.1%

XLSRSPDR

+2.1%

+7.1%Year to date+2.1%

−8.8%Worst drop · 1Y−11.1%

12.5%Volatility · 1Y14.5%

1.0%Yield0.4%

$6.1BAssets$1.1B

4–0RECS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RECS, XLSR

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

XLSR0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: RECS, XLSR

1.04%highest, RECS

FundTrailing yieldYield$10k

RECS1.04%$104

XLSR0.42%$42

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$89most kept, RECS

RECS$104 − $15 = $89

XLSR$42 − $70 = −$28

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: RECS, XLSR

Today

13.0%most shared, RECS and XLSR

RECSXLSR

RECS—13.0%

XLSR13.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.2%RECS, at 12.5% volatility

RECSWorst drop−8.8%12.5% vol

XLSRWorst drop−11.1%14.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

RECSXLSR

+7.1%Year to date+2.1%

1.0%Yield0.4%

+9.2%Past year+4.7%

0.15%Fee0.70%

4–0RECS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026