RECS vs QQQ

ARECS

BQQQ

Measures won5–1RECS wins · of 6 · 5Y

$10,000 · 5Y$17,787RECS · QQQ $17,509

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 common30.4%RECS and QQQ

RECS

QQQ

Columbia Research Enhanced Core ETF · $6.0BInvesco QQQ Trust, Series 1 · $446B

+22.2%3 years · per year$18,239 · $18,694+23.2%

+12.2%5 years · per year$17,787 · $17,509+11.9%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

1.04%12-mo yield$104 · $47 on $10k0.47%

−8.8%Worst dropSmaller wins−14.8%

12.5%VolatilityLower wins21.3%

5–1RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · QQQ

12.9%AAPL8.7%

10.4%NVDA7.6%

4.2%META3.1%

1.6%MU3.5%

Held in common30.4%

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	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$446.1B
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$446.1B
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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 QQQ

RECS

Columbia Research Enhanced Core

$17,787

QQQ

Invesco QQQ Trust

$17,509

MeasureRECSQQQ

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.04%0.47%

5 years, per year+12.2%+11.9%

3 years, per year+22.2%+23.2%

Worst drop · 1Y−8.8%−14.8%

Volatility · 1Y12.5%21.3%

5–1measures won
RECS first

30.4%

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–0QQQM 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$853B

0–0level

End-of-day Nov 6, 2026

Overlap: RECS, QQQ, IVV

Today

52.1%most shared, QQQ and IVV

RECSQQQIVV

RECS—30.4%36.2%

QQQ30.4%—52.1%

IVV36.2%52.1%—

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

RECS$104 − $15 = $89

QQQ$47 − $18 = $29

KeptFee

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