Compare · 4 funds side by side · dividends reinvested

XLSR, GPIX, RECS and IWF

XLSRSPDR×GPIXGoldman Sachs×RECSColumbia Threadneedle×IWFiShares×

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

02 / 04

XLSR, GPIX, RECS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.43%+11.7%+14.4%+19.9%[…]−7.7%12.1%$6.3B1.4

Columbia Research Enhanced Core ETFUnsorted0.15%1.02%+9.2%+12.0%+22.2%+12.6%−8.8%12.6%$6.0B1.6

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%$1.0B3.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.4

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: XLSR 2019 · GPIX 2023 · RECS 2019 · IWF 2000

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 Income: RECS vs GPIX

YTD

Columbia ThreadneedleRECS

+9.2%

GPIXGoldman Sachs

+11.7%

+9.2%Year to date+11.7%

−8.8%Worst drop · 1Y−7.7%

12.6%Volatility · 1Y12.1%

1.0%Yield8.4%

$6.0BAssets$6.3B

4–0GPIX wins

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

Cost, Income and Risk

Fees: XLSR, GPIX, RECS, IWF

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

IWF0.18%$18

GPIX0.35%$35

XLSR0.70%$70

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

Yields: XLSR, GPIX, RECS, IWF

8.43%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.43%$843

RECS1.02%$102

XLSR0.41%$41

IWF0.38%$38

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

Income After Fees on $10,000

$808most kept, GPIX

GPIX$843 − $35 = $808

RECS$102 − $15 = $87

IWF$38 − $18 = $20

XLSR$41 − $70 = −$29

KeptFee

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

Overlap: XLSR, GPIX, RECS, IWF

Today

55.1%most shared, GPIX and IWF

XLSRGPIXRECSIWF

XLSR—20.5%13.1%21.5%

GPIX20.5%—36.8%55.1%

RECS13.1%36.8%—37.0%

IWF21.5%55.1%37.0%—

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

Return vs Bumpiness: 4 ETFs

+14.4%GPIX, at 12.1% volatility

GPIXWorst drop−7.7%12.1% vol

RECSWorst drop−8.8%12.6% vol

XLSRWorst drop−11.1%14.6% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

GPIXRECS

+11.7%Year to date+9.2%

8.4%Yield1.0%

+14.4%Past year+12.0%

0.35%Fee0.15%

3–1GPIX wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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