Compare · 4 funds side by side · dividends reinvested

TOS, RECS, IALT and SEQ

TOSTwin Oak×RECSColumbia Threadneedle×IALTiShares×SEQSequoia ETF×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,097RECS · best of the four

02 / 03

TOS, RECS, IALT and SEQ, 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%$6.0B1.1

iShares Systematic Alternatives Active ETFUnsorted0.99%0.39%+14.7%[…][…][…][…][…]$7.8B2.0

Twin Oak Strategic Solutions ETFUnsorted0.36%0.00%[…][…][…][…][…][…]$138M2.5

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

Rank among the four1st → 4thFee, 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: TOS 2026 · RECS 2019 · IALT 2025 · SEQ 1970

Head to Head

Swap sides Versus in desk

Head to Head

Twin Oak Strategic Solutions ETF · $138M[…]

TOS

RECS

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

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

TOSMeasureRECS

[…]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%

0.36%Expense ratio$36 · $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%

TOSRECS 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

TOS vs RECS: Top 5 Holdings

Today

TOS

46.4%in top 5

RECS

in top 533.2%

TOSStockRECS

not top 5AAPL12.8%

9.3%NVDA10.6%

9.6%AMZNnot top 5

9.5%ASMLnot top 5

9.4%DISVnot top 5

8.5%TSMnot top 5

not top 5META4.2%

not top 5MA2.8%

not top 5XLC2.8%

Held in common9.8%

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

TOS vs RECS Returns, Every Period

Twin OakTOS

[…]

past year

RECSColumbia Threadneedle

+12.0%

past year

Returns […]

TOSRECSFaded: behind in that period

0–0Level

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

TOS vs RECS

YTD

Twin OakTOS

[…]

RECSColumbia Threadneedle

+9.2%

[…]Year to date+9.2%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y12.6%

0.0%Yield1.0%

$138MAssets$6.0B

1–0RECS wins

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

Cost, Income and Risk

Fees: TOS, RECS, IALT, SEQ

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

TOS0.36%$36

IALT0.99%$99

SEQ0.99%$99

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

Yields: TOS, RECS, IALT, SEQ

1.02%highest, RECS

FundTrailing yieldYield$10k

RECS1.02%$102

IALT0.39%$39

TOS0.00%$0

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

TOS$0 − $36 = −$36

IALT$39 − $99 = −$60

SEQ$0 − $99 = −$99

KeptFee

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

Overlap: TOS, RECS, IALT, SEQ

Today

19.2%most shared, RECS and IALT

TOSRECSIALTSEQ

TOS—9.8%1.0%[…]

RECS9.8%—19.2%[…]

IALT1.0%19.2%—[…]

SEQ[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+12.0%RECS, at 12.6% volatility

RECSWorst drop−8.8%12.6% vol

TOSWorst drop[…][…]

IALTWorst drop[…][…]

SEQWorst drop[…][…]

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

Paid More vs Made More

YTD

RECSIALT

+9.2%Year to date+14.7%

1.0%Yield0.4%

+12.0%Past year[…]

0.15%Fee0.99%

2–1RECS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026