Compare · 4 funds side by side · dividends reinvested

XLSR, RECS, SCHD and VTV

XLSRSPDR×RECSColumbia Threadneedle×SCHDSchwab×VTVVanguard×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,885VTV · best of the four

Story of the four · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the four · RiskSmallest drop

XLSR, RECS, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.9

Columbia Research Enhanced Core ETFUnsorted0.15%1.02%+8.6%+9.2%+21.3%+12.2%−8.8%12.6%$6.1B2.6

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.41%+5.3%+6.3%+16.6%+8.4%−11.1%14.5%$1.1B4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: XLSR 2019 · RECS 2019 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street US Sector Rotation ETF · $1.1B$14,938

XLSR

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XLSR vs RECS: Top 5 Holdings

Today

XLSR

67.0%in top 5

RECS

in top 532.5%

XLSRStockRECS

27.6%XLKnot top 5

19.3%XLVnot top 5

not top 5AAPL13.0%

10.4%XLFnot top 5

not top 5NVDA9.7%

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 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

RECS

Columbia Research Enhanced Core ETF · $6.1B$17,784

$10,000 five years ago, dividends reinvested · they hold 12.8% in common

XLSRMeasureRECS

+5.3%Year to dateJan 1 → Nov 12+8.6%

+6.3%1 yearTotal return+9.2%

+16.6%3 years · per year$10,000 became $15,839 · $17,848+21.3%

+8.4%5 years · per year$10,000 became $14,938 · $17,784+12.2%

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%

14.5%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 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%XLPnot top 5

4.6%XLYnot top 5

not top 5META4.2%

not top 5XLC2.8%

not top 5MA2.8%

Held in common12.8%

End-of-day Nov 12, 2026 · share of each fund

XLSR vs RECS Returns, Every Period

5Y

SPDRXLSR

+8.4%

5 years, per year

RECSColumbia Threadneedle

+12.2%

5 years, per year

XLSRRECSFaded: behind in that period

0–4RECS wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: XLSR vs SCHD

YTD

SPDRXLSR

+5.3%

SCHDSchwab

+34.2%

+5.3%Year to date+34.2%

−11.1%Worst drop · 1Y−6.9%

14.5%Volatility · 1Y11.7%

0.4%Yield2.9%

$1.1BAssets$123B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: XLSR, RECS, SCHD, VTV

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VTV1.82%$182

RECS1.02%$102

XLSR0.41%$41

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VTV$182 − $3 = $179

RECS$102 − $15 = $87

XLSR$41 − $70 = −$29

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: XLSR, RECS, SCHD, VTV

Today

24.0%most shared, RECS and VTV

XLSRRECSSCHDVTV

XLSR—12.8%0.1%0.6%

RECS12.8%—8.3%24.0%

SCHD0.1%8.3%—17.9%

VTV0.6%24.0%17.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.7% vol

RECSWorst drop−8.8%12.6% vol

XLSRWorst drop−11.1%14.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+34.2%Year to date+21.7%

2.9%Yield1.8%

+36.8%Past year+24.0%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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XLSR, RECS, SCHD and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four