RECS vs SCHD

ARECS

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,659RECS · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.2%RECS and SCHD

RECS

SCHD

Columbia Research Enhanced Core ETF · $6.1BSchwab U.S. Dividend Equity ETF · $123B

+24.3%3 years · per year$19,202 · $17,908+21.4%

+13.3%5 years · per year$18,659 · $16,881+11.0%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

1.00%12-mo yield$100 · $291 on $10k2.91%

−8.8%Worst dropSmaller wins−6.9%

12.0%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · SCHD

1.7%CVX4.2%

1.4%MO3.0%

1.1%BMY3.0%

0.9%ADP2.8%

Held in common8.2%

End-of-day Nov 4, 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%	1.00%	+1.6%	+11.4%	+12.2%	+24.3%	+13.3%	−8.8%	$6.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 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%	1.00%	+1.6%	+11.4%	+12.2%	+24.3%	+13.3%	−8.8%	$6.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RECS vs SCHD

RECS

Columbia Research Enhanced Core

$18,659

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureRECSSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.00%2.91%

5 years, per year+13.3%+11.0%

3 years, per year+24.3%+21.4%

Worst drop · 1Y−8.8%−6.9%

Volatility · 1Y12.0%11.5%

4–2measures won
SCHD first

8.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RECS, SCHD, VIG

Today

21.3%most shared, RECS and VIG

RECSSCHDVIG

RECS—8.2%21.3%

SCHD8.2%—14.5%

VIG21.3%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

RECS$100 − $15 = $85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee