RECS vs DGRO

ARECS

BDGRO

Measures won2–4DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,787RECS · DGRO $16,835

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common20.4%RECS and DGRO

RECS

DGRO

Columbia Research Enhanced Core ETF · $6.0BiShares Core Dividend Growth ETF · $44.7B

+22.2%3 years · per year$18,239 · $17,593+20.7%

+12.2%5 years · per year$17,787 · $16,835+11.0%

0.15%Expense ratio$15 · $8 on $10k · lower wins0.08%

1.04%12-mo yield$104 · $187 on $10k1.87%

−8.8%Worst dropSmaller wins−6.5%

12.5%VolatilityLower wins10.2%

2–4DGRO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · DGRO

12.9%AAPL3.1%

1.7%BAC1.3%

0.9%CSCO1.3%

1.0%C0.8%

Held in common20.4%

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 Three

5Y3 funds

#
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	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 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%	1.04%	+0.1%	+7.3%	+9.1%	+22.2%	+12.2%	−8.8%	$6.0B
2	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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 DGRO

RECS

Columbia Research Enhanced Core

$17,787

DGRO

iShares Core Dividend Growth

$16,835

MeasureRECSDGRO

Fee0.15%0.08%

Cost on $10k a year$15$8

Yield1.04%1.87%

5 years, per year+12.2%+11.0%

3 years, per year+22.2%+20.7%

Worst drop · 1Y−8.8%−6.5%

Volatility · 1Y12.5%10.2%

4–2measures won
DGRO first

20.4%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

Overlap: RECS, DGRO, SCHD

Today

21.3%most shared, DGRO and SCHD

RECSDGROSCHD

RECS—20.4%8.5%

DGRO20.4%—21.3%

SCHD8.5%21.3%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

RECS$104 − $15 = $89

KeptFee

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