RECS vs CNEQ

ARECS

BCNEQ

Measures won4–0RECS wins · of 6 · 5Y

$10,000 · 5Y$18,097RECS

Lowest cost0.15%RECS · $15 on $10k

Most income1.02%RECS · $102 on $10k

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

Held in common21.1%RECS and CNEQ

RECS

CNEQ

Columbia Research Enhanced Core ETF · $6.0BAlger Concentrated Equity ETF · $4.2B

+22.2%3 years · per year$18,237 · […][…]

+12.6%5 years · per year$18,097 · […][…]

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

1.02%12-mo yield$102 · $49 on $10k0.49%

−8.8%Worst dropSmaller wins−17.3%

12.6%VolatilityLower wins26.8%

4–0RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · CNEQ

10.6%NVDA14.2%

12.8%AAPL4.7%

4.2%META3.5%

1.7%MU2.6%

Held in common21.1%

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	BCNEQ	Alger Concentrated Equity ETFRead Desk	0.56%	0.49%	+3.1%	+6.0%	+5.7%	new	new	−17.3%	$4.2B
3	TCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.44%	+2.2%	+13.1%	+14.3%	+20.4%	new	−10.8%	$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	BCNEQ	Alger Concentrated Equity ETFRead Desk	0.56%	0.49%	+3.1%	+6.0%	+5.7%	new	new	−17.3%	$4.2B
3	TCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.44%	+2.2%	+13.1%	+14.3%	+20.4%	new	−10.8%	$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 CNEQ

RECS

Columbia Research Enhanced Core

$18,097

CNEQ

Alger Concentrated Equity

[…]

MeasureRECSCNEQ

Fee0.15%0.56%

Cost on $10k a year$15$56

Yield1.02%0.49%

5 years, per year+12.6%[…]

3 years, per year+22.2%[…]

Worst drop · 1Y−8.8%−17.3%

Volatility · 1Y12.6%26.8%

4–0measures won
RECS first

21.1%

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, CNEQ, TCAF

Today

21.1%most shared, RECS and CNEQ

RECSCNEQTCAF

RECS—21.1%1.6%

CNEQ21.1%—3.5%

TCAF1.6%3.5%—

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

Income After Fees on $10,000

$87most kept, RECS

RECS$102 − $15 = $87

TCAF$44 − $31 = $13

CNEQ$49 − $56 = −$7

KeptFee

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