Compare · 3 funds side by side · dividends reinvested

SEQ, SMH and RECS

SEQSequoia ETF×SMHVanEck×RECSColumbia Threadneedle×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,298SMH · best of the three

02 / 04

SEQ, SMH and RECS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.5

Columbia Research Enhanced Core ETFUnsorted0.15%1.02%+9.2%+12.0%+22.2%+12.6%−8.8%12.6%$6.0B1.5

Sequoia ETFUnsorted0.99%0.00%[…][…][…][…][…][…]$6.8B3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: SEQ 1970 · SMH 2011 · RECS 2019

Head to Head

Swap sides Versus in desk

Head to Head

Sequoia ETF · $6.8B[…]

SEQ

RECS

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

$10,000 five years ago, dividends reinvested

SEQMeasureRECS

[…]Year to dateJan 1 → Nov 9+9.2%

[…]1 yearTotal return+12.0%

[…]3 years · per year$10,000 became […] · $18,237+22.2%

[…]5 years · per year$10,000 became […] · $18,097+12.6%

0.99%Expense ratio$99 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $102 a year on $10k1.02%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer12.6%

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

0–2RECS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SEQ vs RECS: Top 5 Holdings

Today

SEQ

[…]in top 5

RECS

in top 533.2%

SEQStockRECS

not top 5AAPL12.8%

not top 5NVDA10.6%

not top 5META4.2%

not top 5MA2.8%

not top 5XLC2.8%

Held in common[…]

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

SEQ vs RECS Returns, Every Period

Sequoia ETFSEQ

[…]

past year

RECSColumbia Threadneedle

+12.0%

past year

Returns […]

SEQRECSFaded: behind in that period

0–0Level

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

SEQ vs RECS

YTD

Sequoia ETFSEQ

[…]

RECSColumbia Threadneedle

+9.2%

[…]Year to date+9.2%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y12.6%

0.0%Yield1.0%

$6.8BAssets$6.0B

1–0RECS wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SEQ, SMH, RECS

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

SMH0.35%$35

SEQ0.99%$99

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

Yields: SEQ, SMH, RECS

1.02%highest, RECS

FundTrailing yieldYield$10k

RECS1.02%$102

SMH0.23%$23

SEQ0.00%$0

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

Income After Fees on $10,000

$87most kept, RECS

RECS$102 − $15 = $87

SMH$23 − $35 = −$12

SEQ$0 − $99 = −$99

KeptFee

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

Overlap: SEQ, SMH, RECS

Today

13.7%most shared, SMH and RECS

SEQSMHRECS

SEQ—[…][…]

SMH[…]—13.7%

RECS[…]13.7%—

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

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

RECSWorst drop−8.8%12.6% vol

SMHWorst drop−33.1%43.1% vol

SEQWorst drop[…][…]

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

Paid More vs Made More

YTD

RECSSMH

+9.2%Year to date+35.3%

1.0%Yield0.2%

+12.0%Past year+39.3%

0.15%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.5BAssets$60.7B

2–0SOXX wins

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%

$122BAssets$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