Compare · 4 funds side by side · dividends reinvested

XLSR, RECS, SCHD and VTV

XLSRSPDR×RECSColumbia Threadneedle×SCHDSchwab×VTVVanguard×

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

02 / 04

XLSR, RECS, SCHD 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%$184B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.3%+9.1%+22.2%+12.2%−8.8%12.5%$6.0B2.5

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%$1.0B4.0

Rank among the four1st → 4thFee, 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 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street US Sector Rotation ETF · $1.0B$14,831

XLSR

RECS

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

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

XLSRMeasureRECS

+2.9%Year to dateJan 1 → Nov 6+7.3%

+5.1%1 yearTotal return+9.1%

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

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

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

0.42%Trailing 12-mo yield$42 · $104 a year on $10k1.04%

−11.1%Worst dropSmaller is better−8.8%

14.5%VolatilityLower is calmer12.5%

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

0–8RECS wins

End-of-day Nov 6, 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 533.0%

XLSRStockRECS

26.6%XLKnot top 5

19.6%XLVnot top 5

not top 5AAPL12.9%

10.6%XLFnot top 5

not top 5NVDA10.4%

5.3%XLPnot top 5

4.6%XLYnot top 5

not top 5META4.2%

not top 5MA2.8%

not top 5XLC2.8%

Held in common13.0%

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

XLSR vs RECS Returns, Every Period

SPDRXLSR

+8.2%

5 years, per year

RECSColumbia Threadneedle

+12.2%

5 years, per year

XLSRRECSFaded: behind in that period

0–4RECS wins

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

Stocks vs Income: XLSR vs SCHD

YTD

SPDRXLSR

+2.9%

SCHDSchwab

+31.4%

+2.9%Year to date+31.4%

−11.1%Worst drop · 1Y−6.9%

14.5%Volatility · 1Y11.7%

0.4%Yield3.0%

$1.0BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: XLSR, RECS, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

RECS0.15%$15

XLSR0.70%$70

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

Yields: XLSR, RECS, SCHD, VTV

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VTV1.87%$187

RECS1.04%$104

XLSR0.42%$42

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VTV$187 − $3 = $184

RECS$104 − $15 = $89

XLSR$42 − $70 = −$28

KeptFee

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

Overlap: XLSR, RECS, SCHD, VTV

Today

23.6%most shared, RECS and VTV

XLSRRECSSCHDVTV

XLSR—13.0%0.1%0.6%

RECS13.0%—8.5%23.6%

SCHD0.1%8.5%—17.9%

VTV0.6%23.6%17.9%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.7% vol

SCHDWorst drop−6.9%11.7% vol

RECSWorst drop−8.8%12.5% vol

XLSRWorst drop−11.1%14.5% vol

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

Paid More vs Made More

YTD

SCHDVTV

+31.4%Year to date+18.5%

3.0%Yield1.9%

+37.0%Past year+22.9%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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

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