RECS vs CGBL

ARECS

BCGBL

Measures won2–3CGBL wins · of 6 · 5Y

$10,000 · 5Y$17,787RECS

Lowest cost0.15%RECS · $15 on $10k

Most income1.97%CGBL · $197 on $10k

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

Held in common9.9%RECS and CGBL

RECS

CGBL

Columbia Research Enhanced Core ETF · $6.0BCapital Group Core Balanced ETF · $7.9B

+22.2%3 years · per year$18,239 · $15,725+16.3%

+12.2%5 years · per year$17,787 · […][…]

0.15%Expense ratio$15 · $33 on $10k · lower wins0.33%

1.04%12-mo yield$104 · $197 on $10k1.97%

−8.8%Worst dropSmaller wins−7.9%

12.5%VolatilityLower wins10.8%

2–3CGBL wins

$10,000 · 5 yearsOne scale

Shared top holdingsRECS · CGBL

12.9%AAPL2.5%

4.2%META1.2%

1.7%BAC0.8%

1.6%MU0.8%

Held in common9.9%

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

Both

5Y2 funds

#			Trend
1	ARECS	Columbia Research Enhanced Core ETFRead Desk		0.15%	1.04%	+0.1%	+7.3%	+9.1%	+22.2%	+12.2%	−8.8%	$6.0B
2	BCGBL	Capital Group Core Balanced ETFRead Desk		0.33%	1.97%	+0.4%	+4.9%	+7.8%	+16.3%	new	−7.9%	$7.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ARECS	Columbia Research Enhanced Core ETFRead Desk		0.15%	1.04%	+0.1%	+7.3%	+9.1%	+22.2%	+12.2%	−8.8%	$6.0B
2	BCGBL	Capital Group Core Balanced ETFRead Desk		0.33%	1.97%	+0.4%	+4.9%	+7.8%	+16.3%	new	−7.9%	$7.9B

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

RECS vs CGBL

RECS

Columbia Research Enhanced Core

$17,787

CGBL

Capital Group Core Balanced

[…]

MeasureRECSCGBL

Fee0.15%0.33%

Cost on $10k a year$15$33

Yield1.04%1.97%

5 years, per year+12.2%[…]

3 years, per year+22.2%+16.3%

Worst drop · 1Y−8.8%−7.9%

Volatility · 1Y12.5%10.8%

3–2measures won
CGBL first

9.9%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: RECS, CGBL

Today

9.9%most shared, RECS and CGBL

RECSCGBL

RECS—9.9%

CGBL9.9%—

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

Income After Fees on $10,000

$164most kept, CGBL

CGBL$197 − $33 = $164

RECS$104 − $15 = $89

KeptFee

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