Compare · 3 funds side by side · dividends reinvested

XLSR, GPIX and RECS

XLSRSPDR×GPIXGoldman Sachs×RECSColumbia Threadneedle×

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

02 / 04

XLSR, GPIX and RECS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.65%+8.9%+10.9%+20.0%[…]−7.7%11.9%$6.4B1.3

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.1%+9.2%+22.4%+12.2%−8.8%12.5%$6.1B1.6

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%$1.1B2.9

Rank among the three1st → 3rdFee, 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: XLSR 2019 · GPIX 2023 · RECS 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 Income: RECS vs GPIX

YTD

Columbia ThreadneedleRECS

+7.1%

GPIXGoldman Sachs

+8.9%

+7.1%Year to date+8.9%

−8.8%Worst drop · 1Y−7.7%

12.5%Volatility · 1Y11.9%

1.0%Yield8.6%

$6.1BAssets$6.4B

4–0GPIX wins

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

Cost, Income and Risk

Fees: XLSR, GPIX, RECS

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

GPIX0.35%$35

XLSR0.70%$70

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

Yields: XLSR, GPIX, RECS

8.65%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.65%$865

RECS1.04%$104

XLSR0.42%$42

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

Income After Fees on $10,000

$830most kept, GPIX

GPIX$865 − $35 = $830

RECS$104 − $15 = $89

XLSR$42 − $70 = −$28

KeptFee

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

Overlap: XLSR, GPIX, RECS

Today

37.0%most shared, GPIX and RECS

XLSRGPIXRECS

XLSR—20.5%13.0%

GPIX20.5%—37.0%

RECS13.0%37.0%—

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

Return vs Bumpiness: 3 ETFs

+10.9%GPIX, at 11.9% volatility

GPIXWorst drop−7.7%11.9% vol

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

GPIXRECS

+8.9%Year to date+7.1%

8.6%Yield1.0%

+10.9%Past year+9.2%

0.35%Fee0.15%

3–1GPIX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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