RECS vs QQQ

ARECS

BQQQ

Measures won4–1RECS wins · of 6 · 5Y

$10,000 · 5Y$18,097RECS · QQQ $18,068

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common30.5%RECS and QQQ

RECS

QQQ

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

+22.2%3 years · per year$18,237 · $19,011+23.9%

+12.6%5 years · per year$18,097 · $18,068+12.6%

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

1.02%12-mo yield$102 · $46 on $10k0.46%

−8.8%Worst dropSmaller wins−14.8%

12.6%VolatilityLower wins21.5%

4–1RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · QQQ

12.8%AAPL8.5%

10.6%NVDA7.7%

4.2%META3.1%

1.7%MU3.7%

Held in common30.5%

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	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
2	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T

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	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
2	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T

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 QQQ

RECS

Columbia Research Enhanced Core

$18,097

QQQ

Invesco QQQ Trust

$18,068

MeasureRECSQQQ

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.02%0.46%

5 years, per year+12.6%+12.6%

3 years, per year+22.2%+23.9%

Worst drop · 1Y−8.8%−14.8%

Volatility · 1Y12.6%21.5%

4–1measures won
RECS first

30.5%

holdings shared

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

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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

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

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: RECS, QQQ, VOO

Today

54.9%most shared, QQQ and VOO

RECSQQQVOO

RECS—30.5%37.7%

QQQ30.5%—54.9%

VOO37.7%54.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

RECS$102 − $15 = $87

QQQ$46 − $18 = $28

KeptFee

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