Compare · 3 funds side by side · dividends reinvested

XLSR, RECS and IWF

XLSRSPDR×RECSColumbia Threadneedle×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,787RECS · best of the three

02 / 04

XLSR, RECS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.3%+9.1%+22.2%+12.2%−8.8%12.5%$6.2B1.0

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.42%+2.9%+5.1%+16.9%+8.2%−11.1%14.5%$1.1B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6

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: XLSR 2019 · RECS 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Core ETF · $6.2B$17,787

RECS

XLSR

State Street US Sector Rotation ETF · $1.1B$14,831

$10,000 five years ago, dividends reinvested · they hold 13.0% in common

RECSMeasureXLSR

+7.3%Year to dateJan 1 → Nov 6+2.9%

+9.1%1 yearTotal return+5.1%

+22.2%3 years · per year$10,000 became $18,239 · $15,995+16.9%

+12.2%5 years · per year$10,000 became $17,787 · $14,831+8.2%

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 6, 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 566.7%

RECSStockXLSR

not top 5XLK26.6%

not top 5XLV19.6%

12.9%AAPLnot top 5

not top 5XLF10.6%

10.4%NVDAnot top 5

not top 5XLP5.3%

not top 5XLY4.6%

4.2%METAnot top 5

2.8%MAnot top 5

2.8%XLCnot top 5

Held in common13.0%

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

RECS vs XLSR Returns, Every Period

Columbia ThreadneedleRECS

+12.2%

5 years, per year

XLSRSPDR

+8.2%

5 years, per year

RECSXLSRFaded: behind in that period

4–0RECS wins

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

Unsorted vs Stocks: RECS vs XLSR

YTD

Columbia ThreadneedleRECS

+7.3%

XLSRSPDR

+2.9%

+7.3%Year to date+2.9%

−8.8%Worst drop · 1Y−11.1%

12.5%Volatility · 1Y14.5%

1.0%Yield0.4%

$6.2BAssets$1.1B

4–0RECS wins

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

Cost, Income and Risk

Fees: XLSR, RECS, IWF

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

IWF0.18%$18

XLSR0.70%$70

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

Yields: XLSR, RECS, IWF

1.04%highest, RECS

FundTrailing yieldYield$10k

RECS1.04%$104

XLSR0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$89most kept, RECS

RECS$104 − $15 = $89

IWF$39 − $18 = $21

XLSR$42 − $70 = −$28

KeptFee

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

Overlap: XLSR, RECS, IWF

Today

36.8%most shared, RECS and IWF

XLSRRECSIWF

XLSR—13.0%21.5%

RECS13.0%—36.8%

IWF21.5%36.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.1%RECS, at 12.5% volatility

RECSWorst drop−8.8%12.5% vol

XLSRWorst drop−11.1%14.5% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

RECSXLSR

+7.3%Year to date+2.9%

1.0%Yield0.4%

+9.1%Past year+5.1%

0.15%Fee0.70%

4–0RECS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026