Compare · 3 funds side by side · dividends reinvested

VO, RECS and VTV

VOVanguard×RECSColumbia Threadneedle×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

VO, RECS 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

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.3

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.3%+9.1%+22.2%+12.2%−8.8%12.5%$6.0B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: VO 2004 · RECS 2019 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

RECS

Columbia Research Enhanced Core ETF · $6.0B$17,787

$10,000 five years ago, dividends reinvested · they hold 18.4% in common

VOMeasureRECS

+10.6%Year to dateJan 1 → Nov 6+7.3%

+11.6%1 yearTotal return+9.1%

+18.6%3 years · per year$10,000 became $16,701 · $18,239+22.2%

+6.3%5 years · per year$10,000 became $13,590 · $17,787+12.2%

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

1.39%Trailing 12-mo yield$139 · $104 a year on $10k1.04%

−8.2%Worst dropSmaller is better−8.8%

12.9%VolatilityLower is calmer12.5%

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

5–3VO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs RECS: Top 5 Holdings

Today

5.3%in top 5

RECS

in top 533.0%

VOStockRECS

not top 5AAPL12.9%

not top 5NVDA10.4%

not top 5META4.2%

not top 5MA2.8%

not top 5XLC2.8%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common18.4%

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

VO vs RECS Returns, Every Period

VanguardVO

+6.3%

5 years, per year

RECSColumbia Threadneedle

+12.2%

5 years, per year

VORECSFaded: behind in that period

2–2Level

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

VO vs VTV

YTD

VanguardVO

+10.6%

VTVVanguard

+18.5%

+10.6%Year to date+18.5%

−8.2%Worst drop · 1Y−6.4%

12.9%Volatility · 1Y10.7%

1.4%Yield1.9%

$103BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: VO, RECS, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

RECS0.15%$15

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

Yields: VO, RECS, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

VO1.39%$139

RECS1.04%$104

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VO$139 − $3 = $136

RECS$104 − $15 = $89

KeptFee

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

Overlap: VO, RECS, VTV

Today

28.5%most shared, VO and VTV

VORECSVTV

VO—18.4%28.5%

RECS18.4%—23.6%

VTV28.5%23.6%—

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

VOWorst drop−8.2%12.9% vol

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

Paid More vs Made More

YTD

VTVVO

+18.5%Year to date+10.6%

1.9%Yield1.4%

+22.9%Past year+11.6%

0.03%Fee0.03%

3–0VTV 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026