RECS vs CNEQ

ARECS

BCNEQ

Measures won4–0RECS wins · of 6 · 5Y

$10,000 · 5Y$17,787RECS

Lowest cost0.15%RECS · $15 on $10k

Most income1.04%RECS · $104 on $10k

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

Held in common20.9%RECS and CNEQ

RECS

CNEQ

Columbia Research Enhanced Core ETF · $6.0BAlger Concentrated Equity ETF · $5.7B

+22.2%3 years · per year$18,239 · […][…]

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

0.15%Expense ratio$15 · $56 on $10k · lower wins0.56%

1.04%12-mo yield$104 · $51 on $10k0.51%

−8.8%Worst dropSmaller wins−17.3%

12.5%VolatilityLower wins26.7%

4–0RECS wins

$10,000 · 5 yearsOne scale

Shared top holdingsRECS · CNEQ

10.4%NVDA14.1%

12.9%AAPL4.8%

4.2%META3.5%

1.6%MU2.5%

Held in common20.9%

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	BCNEQ	Alger Concentrated Equity ETFRead Desk		0.56%	0.51%	+2.1%	+2.8%	+0.2%	new	new	−17.3%	$5.7B

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	BCNEQ	Alger Concentrated Equity ETFRead Desk		0.56%	0.51%	+2.1%	+2.8%	+0.2%	new	new	−17.3%	$5.7B

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 CNEQ

RECS

Columbia Research Enhanced Core

$17,787

CNEQ

Alger Concentrated Equity

[…]

MeasureRECSCNEQ

Fee0.15%0.56%

Cost on $10k a year$15$56

Yield1.04%0.51%

5 years, per year+12.2%[…]

3 years, per year+22.2%[…]

Worst drop · 1Y−8.8%−17.3%

Volatility · 1Y12.5%26.7%

4–0measures won
RECS first

20.9%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: RECS, CNEQ

Today

20.9%most shared, RECS and CNEQ

RECSCNEQ

RECS—20.9%

CNEQ20.9%—

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

Income After Fees on $10,000

$89most kept, RECS

RECS$104 − $15 = $89

CNEQ$51 − $56 = −$5

KeptFee

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