Compare · 4 funds side by side · dividends reinvested

XLSR, RECS, IWF and VUG

XLSRSPDR×RECSColumbia Threadneedle×IWFiShares×VUGVanguard×

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, RECS, IWF and VUG, 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%$6.0B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

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%$1.0B2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.5

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 · RECS 2019 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street US Sector Rotation ETF · $1.0B$15,072

XLSR

RECS

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

$10,000 five years ago, dividends reinvested · they hold 13.1% in common

XLSRMeasureRECS

+4.7%Year to dateJan 1 → Nov 9+9.2%

+7.9%1 yearTotal return+12.0%

+16.9%3 years · per year$10,000 became $15,956 · $18,237+22.2%

+8.6%5 years · per year$10,000 became $15,072 · $18,097+12.6%

0.70%Expense ratio$70 · $15 a year on $10k · lower is better0.15%

0.41%Trailing 12-mo yield$41 · $102 a year on $10k1.02%

−11.1%Worst dropSmaller is better−8.8%

14.6%VolatilityLower is calmer12.6%

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

0–8RECS wins

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

More Ways to See the Pairs

XLSR vs RECS: Top 5 Holdings

Today

XLSR

66.7%in top 5

RECS

in top 533.2%

XLSRStockRECS

26.9%XLKnot top 5

19.5%XLVnot top 5

not top 5AAPL12.8%

not top 5NVDA10.6%

10.5%XLFnot top 5

5.2%XLPnot top 5

4.6%XLYnot top 5

not top 5META4.2%

not top 5MA2.8%

not top 5XLC2.8%

Held in common13.1%

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

XLSR vs RECS Returns, Every Period

SPDRXLSR

+8.6%

5 years, per year

RECSColumbia Threadneedle

+12.6%

5 years, per year

XLSRRECSFaded: behind in that period

0–4RECS wins

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

Stocks vs Unsorted: XLSR vs RECS

YTD

SPDRXLSR

+4.7%

RECSColumbia Threadneedle

+9.2%

+4.7%Year to date+9.2%

−11.1%Worst drop · 1Y−8.8%

14.6%Volatility · 1Y12.6%

0.4%Yield1.0%

$1.0BAssets$6.0B

4–0RECS wins

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

Cost, Income and Risk

Fees: XLSR, RECS, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

RECS0.15%$15

IWF0.18%$18

XLSR0.70%$70

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

Yields: XLSR, RECS, IWF, VUG

1.02%highest, RECS

FundTrailing yieldYield$10k

RECS1.02%$102

XLSR0.41%$41

VUG0.41%$41

IWF0.38%$38

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

Income After Fees on $10,000

$87most kept, RECS

RECS$102 − $15 = $87

VUG$41 − $3 = $38

IWF$38 − $18 = $20

XLSR$41 − $70 = −$29

KeptFee

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

Overlap: XLSR, RECS, IWF, VUG

Today

78.1%most shared, IWF and VUG

XLSRRECSIWFVUG

XLSR—13.1%21.5%21.7%

RECS13.1%—37.0%36.6%

IWF21.5%37.0%—78.1%

VUG21.7%36.6%78.1%—

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

XLSRWorst drop−11.1%14.6% vol

VUGWorst drop−15.1%19.1% 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

RECSXLSR

+9.2%Year to date+4.7%

1.0%Yield0.4%

+12.0%Past year+7.9%

0.15%Fee0.70%

4–0RECS 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