RECS vs BOUT

ARECS

BBOUT

Measures won6–0RECS wins · of 6 · 5Y

$10,000 · 5Y$18,097RECS · BOUT $11,071

Lowest cost0.15%RECS · $15 on $10k

Most income1.94%CGBL · $194 on $10k

Smallest drop−7.9%CGBL · worst fall in 1Y

Held in common0.4%RECS and BOUT

RECS

BOUT

Columbia Research Enhanced Core ETF · $6.0BCapForce IBD Breakout Opportunities ETF · $14M

+22.2%3 years · per year$18,237 · $13,772+11.3%

+12.6%5 years · per year$18,097 · $11,071+2.1%

0.15%Expense ratio$15 · $80 on $10k · lower wins0.80%

1.02%12-mo yield$102 · $31 on $10k0.31%

−8.8%Worst dropSmaller wins−20.8%

12.6%VolatilityLower wins22.4%

6–0RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · BOUT

0.1%MEDP2.1%

0.1%COKE7.3%

0.1%BLL6.3%

0.1%APA3.6%

Held in common0.4%

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	ARECS	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	BBOUT	CapForce IBD Breakout Opportunities ETFRead Desk	0.80%	0.31%	+2.4%	+9.3%	+8.5%	+11.3%	+2.1%	−20.8%	$14M
3	CGBL	Capital Group Core Balanced ETFRead Desk	0.33%	1.94%	+1.6%	+6.6%	+9.9%	+16.3%	new	−7.9%	$7.9B

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	ARECS	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	BBOUT	CapForce IBD Breakout Opportunities ETFRead Desk	0.80%	0.31%	+2.4%	+9.3%	+8.5%	+11.3%	+2.1%	−20.8%	$14M
3	CGBL	Capital Group Core Balanced ETFRead Desk	0.33%	1.94%	+1.6%	+6.6%	+9.9%	+16.3%	new	−7.9%	$7.9B

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

RECS vs BOUT

RECS

Columbia Research Enhanced Core

$18,097

BOUT

CapForce IBD Breakout Opportunities

$11,071

MeasureRECSBOUT

Fee0.15%0.80%

Cost on $10k a year$15$80

Yield1.02%0.31%

5 years, per year+12.6%+2.1%

3 years, per year+22.2%+11.3%

Worst drop · 1Y−8.8%−20.8%

Volatility · 1Y12.6%22.4%

6–0measures won
RECS first

0.4%

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%

$122BAssets$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: RECS, BOUT, CGBL

Today

9.9%most shared, RECS and CGBL

RECSBOUTCGBL

RECS—0.4%9.9%

BOUT0.4%—0.0%

CGBL9.9%0.0%—

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

Income After Fees on $10,000

$161most kept, CGBL

CGBL$194 − $33 = $161

RECS$102 − $15 = $87

BOUT$31 − $80 = −$49

KeptFee

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