RECS vs PAVE

ARECS

BPAVE

Measures won4–2RECS wins · of 6 · 5Y

$10,000 · 5Y$19,862PAVE · 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 common2.0%RECS and PAVE

RECS

PAVE

Columbia Research Enhanced Core ETF · $6.0BGlobal X - U.S. Infrastructure Development ETF · $13.0B

+22.2%3 years · per year$18,237 · $18,295+22.3%

+12.6%5 years · per year$18,097 · $19,862+14.7%

0.15%Expense ratio$15 · $47 on $10k · lower wins0.47%

1.02%12-mo yield$102 · $81 on $10k0.81%

−8.8%Worst dropSmaller wins−15.3%

12.6%VolatilityLower wins21.9%

4–2RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · PAVE

0.8%PH3.2%

0.3%ROK2.8%

0.2%FTV1.3%

0.1%CSL1.0%

Held in common2.0%

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	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
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	DRAM	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 Three

5Y3 funds

#
1	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
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	DRAM	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 PAVE

RECS

Columbia Research Enhanced Core

$18,097

PAVE

Global X - U.S. Infrastructure Development

$19,862

MeasureRECSPAVE

Fee0.15%0.47%

Cost on $10k a year$15$47

Yield1.02%0.81%

5 years, per year+12.6%+14.7%

3 years, per year+22.2%+22.3%

Worst drop · 1Y−8.8%−15.3%

Volatility · 1Y12.6%21.9%

4–2measures won
RECS first

2.0%

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%

$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

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, PAVE, DRAM

Today

2.0%most shared, RECS and PAVE

RECSPAVEDRAM

RECS—2.0%1.9%

PAVE2.0%—0.0%

DRAM1.9%0.0%—

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

PAVE$81 − $47 = $34

DRAM$0 − $65 = −$65

KeptFee

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