RECS vs DRAM

ARECS

BDRAM

Measures won2–0RECS wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · RECS $18,097

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 common1.9%RECS and DRAM

RECS

DRAM

Columbia Research Enhanced Core ETF · $6.0BRoundhill Memory ETF · $14.7B

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

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

0.15%Expense ratio$15 · $65 on $10k · lower wins0.65%

1.02%12-mo yield$102 · $0 on $10k0.00%

−8.8%Worst dropSmaller wins[…]

12.6%VolatilityLower wins[…]

2–0RECS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsRECS · DRAM

1.7%MU2.4%

0.2%SNDK3.6%

Held in common1.9%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	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
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
4	BDRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	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
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
4	BDRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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 DRAM

RECS

Columbia Research Enhanced Core

$18,097

DRAM

Roundhill Memory

[…]

MeasureRECSDRAM

Fee0.15%0.65%

Cost on $10k a year$15$65

Yield1.02%0.00%

5 years, per year+12.6%[…]

3 years, per year+22.2%[…]

Worst drop · 1Y−8.8%[…]

Volatility · 1Y12.6%[…]

2–0measures won
RECS first

1.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

Overlap: RECS, DRAM, CIBR, SMH

Today

13.7%most shared, RECS and SMH

RECSDRAMCIBRSMH

RECS—1.9%3.1%13.7%

DRAM1.9%—0.0%3.1%

CIBR3.1%0.0%—5.7%

SMH13.7%3.1%5.7%—

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

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

DRAM$0 − $65 = −$65

KeptFee

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