IVV vs RECS

AIVV

BRECS

Measures won2–4RECS wins · of 6 · 5Y

$10,000 · 5Y$17,792RECS · QQQ $17,352

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common36.5%IVV and RECS

IVV

RECS

iShares Core S&P 500 ETF · $887BColumbia Research Enhanced Core ETF · $6.1B

+22.1%3 years · per year$18,221 · $18,344+22.4%

+11.4%5 years · per year$17,151 · $17,792+12.2%

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

1.14%12-mo yield$114 · $104 on $10k1.04%

−8.9%Worst dropSmaller wins−8.8%

13.6%VolatilityLower wins12.5%

2–4RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · RECS

7.7%AAPL12.5%

7.3%NVDA10.9%

2.1%META4.2%

1.4%MU1.8%

Held in common36.5%

End-of-day Nov 5, 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%	1.04%	−3.8%	+7.1%	+9.2%	+22.4%	+12.2%	−8.8%	$6.1B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

End-of-day Nov 5, 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%	1.04%	−3.8%	+7.1%	+9.2%	+22.4%	+12.2%	−8.8%	$6.1B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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

Cards for this view

IVV vs RECS

IVV

iShares Core S&P 500

$17,152

RECS

Columbia Research Enhanced Core

$17,792

MeasureIVVRECS

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.14%1.04%

5 years, per year+11.4%+12.2%

3 years, per year+22.1%+22.4%

Worst drop · 1Y−8.9%−8.8%

Volatility · 1Y13.6%12.5%

4–2measures won
RECS first

36.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: IVV, RECS, QQQ

Today

52.8%most shared, IVV and QQQ

IVVRECSQQQ

IVV—36.5%52.8%

RECS36.5%—30.6%

QQQ52.8%30.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

RECS$104 − $15 = $89

QQQ$48 − $18 = $30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee