IVV vs RECS

AIVV

BRECS

Measures won2–4RECS wins · of 6 · 5Y

$10,000 · 5Y$17,787RECS · VOO $17,177

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 common36.2%IVV and RECS

IVV

RECS

iShares Core S&P 500 ETF · $850BColumbia Research Enhanced Core ETF · $6.2B

+21.8%3 years · per year$18,084 · $18,239+22.2%

+11.4%5 years · per year$17,177 · $17,787+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 four, one scale

Shared top holdingsIVV · RECS

7.9%AAPL12.9%

6.9%NVDA10.4%

2.1%META4.2%

1.2%MU1.6%

Held in common36.2%

End-of-day Nov 6, 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%	1.04%	+0.1%	+7.3%	+9.1%	+22.2%	+12.2%	−8.8%	$6.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
4	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 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%	1.04%	+0.1%	+7.3%	+9.1%	+22.2%	+12.2%	−8.8%	$6.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
4	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 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

$17,177

RECS

Columbia Research Enhanced Core

$17,787

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+21.8%+22.2%

Worst drop · 1Y−8.9%−8.8%

Volatility · 1Y13.6%12.5%

4–2measures won
RECS first

36.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, RECS, SPY, VOO

Today

99.9%most shared, IVV and SPY

IVVRECSSPYVOO

IVV—36.2%99.9%92.2%

RECS36.2%—36.2%37.5%

SPY99.9%36.2%—92.2%

VOO92.2%37.5%92.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPY$103 − $9 = $94

RECS$104 − $15 = $89

KeptFee

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