RECS vs FDAT5YRECSRECSAvsBFDATFDATColumbia Research Enhanced Core ETF · $6.1BTactical Advantage ETF · $36MReturns · dividends in+21.4%3 years · per year$17,886 · $13,329+10.1%+12.1%5 years · per year$17,736 · […][…]Cost and income0.15%Expense ratio$15 · $74 on $10k · lower wins0.74%1.02%12-mo yield$102 · $600 on $10k6.00%
$10,000 in RECS, FDAT, CGBL5Y$10k startRECS $17.7kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: RECS, FDAT, CGBLToday10.2%most shared, RECS and CGBLRECSFDATCGBLRECS—0.0%10.2%FDAT0.0%—0.0%CGBL10.2%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
RECS vs FDAT5YARECSColumbia Research Enhanced Core$17,736vsFDATBTactical Advantage[…]MeasureRECSFDATFee0.15%0.74%Cost on $10k a year$15$74Yield1.02%6.00%5 years, per year+12.1%[…]3 years, per year+21.4%+10.1%Worst drop · 1Y−8.8%−6.3%Volatility · 1Y12.6%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ARECSColumbia Research Enhanced Core ETFReadDesk0.15%1.02%+0.1%+8.7%+9.0%+21.4%+12.1%−8.8%$6.1B2BFDATTactical Advantage ETFReadDesk0.74%6.00%−0.3%+3.5%+3.0%+10.1%new−6.3%$36M3CGBLCapital Group Core Balanced ETFReadDesk0.33%1.95%−0.2%+6.0%+7.6%+15.7%new−7.9%$8.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ARECSColumbia Research Enhanced Core ETFReadDesk0.15%1.02%+0.1%+8.7%+9.0%+21.4%+12.1%−8.8%$6.1B2BFDATTactical Advantage ETFReadDesk0.74%6.00%−0.3%+3.5%+3.0%+10.1%new−6.3%$36M3CGBLCapital Group Core Balanced ETFReadDesk0.33%1.95%−0.2%+6.0%+7.6%+15.7%new−7.9%$8.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: RECS, FDAT, CGBLToday10.2%most shared, RECS and CGBLRECSFDATCGBLRECS—0.0%10.2%FDAT0.0%—0.0%CGBL10.2%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$526most kept, FDATFDAT$600 − $74 = $526CGBL$195 − $33 = $162RECS$102 − $15 = $87KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee