IGV vs RECS

AIGV

BRECS

Measures won0–6RECS wins · of 6 · 5Y

$10,000 · 5Y$18,097RECS · IGV $11,584

Lowest cost0.15%RECS · $15 on $10k

Most income1.02%RECS · $102 on $10k

Smallest drop−8.8%RECS · worst fall in 1Y

Held in common3.9%IGV and RECS

IGV

RECS

iShares Expanded Tech-Software Sector ETF · $12.4BColumbia Research Enhanced Core ETF · $6.0B

+13.6%3 years · per year$14,660 · $18,237+22.2%

+3.0%5 years · per year$11,584 · $18,097+12.6%

0.38%Expense ratio$38 · $15 on $10k · lower wins0.15%

0.02%12-mo yield$2 · $102 on $10k1.02%

−33.2%Worst dropSmaller wins−8.8%

32.9%VolatilityLower wins12.6%

0–6RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGV · RECS

8.2%PLTR0.9%

8.1%PANW0.6%

7.8%CRWD0.5%

3.5%ADBE0.3%

Held in common3.9%

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 Three

5Y3 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	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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

All Three

5Y3 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	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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

IGV vs RECS

IGV

iShares Expanded Tech-Software Sector

$11,584

RECS

Columbia Research Enhanced Core

$18,097

MeasureIGVRECS

Fee0.38%0.15%

Cost on $10k a year$38$15

Yield0.02%1.02%

5 years, per year+3.0%+12.6%

3 years, per year+13.6%+22.2%

Worst drop · 1Y−33.2%−8.8%

Volatility · 1Y32.9%12.6%

6–0measures won
RECS first

3.9%

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: IGV, RECS, DRAM

Today

3.9%most shared, IGV and RECS

IGVRECSDRAM

IGV—3.9%0.0%

RECS3.9%—1.9%

DRAM0.0%1.9%—

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

Income After Fees on $10,000

$87most kept, RECS

RECS$102 − $15 = $87

IGV$2 − $38 = −$36

DRAM$0 − $65 = −$65

KeptFee

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