RECS vs IVV

ARECS

BIVV

Measures won4–2RECS wins · of 6 · 5Y

$10,000 · 5Y$17,787RECS · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common36.2%RECS and IVV

RECS

IVV

Columbia Research Enhanced Core ETF · $6.2BiShares Core S&P 500 ETF · $850B

+22.2%3 years · per year$18,239 · $18,084+21.8%

+12.2%5 years · per year$17,787 · $17,177+11.4%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.04%12-mo yield$104 · $114 on $10k1.14%

−8.8%Worst dropSmaller wins−8.9%

12.5%VolatilityLower wins13.6%

4–2RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · IVV

12.9%AAPL7.9%

10.4%NVDA6.9%

4.2%META2.1%

1.6%MU1.2%

Held in common36.2%

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%	$6.2B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

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%	$6.2B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

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 IVV

RECS

Columbia Research Enhanced Core

$17,787

IVV

iShares Core S&P 500

$17,177

MeasureRECSIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.04%1.14%

5 years, per year+12.2%+11.4%

3 years, per year+22.2%+21.8%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y12.5%13.6%

4–2measures won
RECS first

36.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: RECS, IVV, VTI

Today

85.5%most shared, IVV and VTI

RECSIVVVTI

RECS—36.2%35.6%

IVV36.2%—85.5%

VTI35.6%85.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$109 − $3 = $106

RECS$104 − $15 = $89

KeptFee

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