FDAT vs RECS

AFDAT

BRECS

Measures won3–2FDAT wins · of 6 · 5Y

$10,000 · 5Y$18,097RECS

Lowest cost0.15%RECS · $15 on $10k

Most income5.99%FDAT · $599 on $10k

Smallest drop−6.3%FDAT · worst fall in 1Y

Held in common0.0%FDAT and RECS

FDAT

RECS

Tactical Advantage ETF · $35MColumbia Research Enhanced Core ETF · $6.0B

+10.1%3 years · per year$13,354 · $18,237+22.2%

[…]5 years · per year[…] · $18,097+12.6%

0.74%Expense ratio$74 · $15 on $10k · lower wins0.15%

5.99%12-mo yield$599 · $102 on $10k1.02%

−6.3%Worst dropSmaller wins−8.8%

10.7%VolatilityLower wins12.6%

3–2FDAT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDAT · RECS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
2	AFDAT	Tactical Advantage ETFRead Desk	0.74%	5.99%	+2.6%	+3.7%	+4.8%	+10.1%	new	−6.3%	$35M
3	SEQ	Sequoia ETFRead Desk	0.99%	0.00%	+1.6%	new	new	new	new	[…]	$6.8B
4	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
2	AFDAT	Tactical Advantage ETFRead Desk	0.74%	5.99%	+2.6%	+3.7%	+4.8%	+10.1%	new	−6.3%	$35M
3	SEQ	Sequoia ETFRead Desk	0.99%	0.00%	+1.6%	new	new	new	new	[…]	$6.8B
4	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDAT vs RECS

FDAT

Tactical Advantage

[…]

RECS

Columbia Research Enhanced Core

$18,097

MeasureFDATRECS

Fee0.74%0.15%

Cost on $10k a year$74$15

Yield5.99%1.02%

5 years, per year[…]+12.6%

3 years, per year+10.1%+22.2%

Worst drop · 1Y−6.3%−8.8%

Volatility · 1Y10.7%12.6%

3–2measures won
FDAT first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FDAT, RECS, SEQ, IALT

Today

19.2%most shared, RECS and IALT

FDATRECSSEQIALT

FDAT—0.0%[…]0.0%

RECS0.0%—[…]19.2%

SEQ[…][…]—[…]

IALT0.0%19.2%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$525most kept, FDAT

FDAT$599 − $74 = $525

RECS$102 − $15 = $87

IALT$39 − $99 = −$60

SEQ$0 − $99 = −$99

KeptFee

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