RECS vs SCHD

ARECS

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,787RECS · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common8.5%RECS and SCHD

RECS

SCHD

Columbia Research Enhanced Core ETF · $6.2BSchwab U.S. Dividend Equity ETF · $120B

+22.2%3 years · per year$18,239 · $17,266+20.0%

+12.2%5 years · per year$17,787 · $16,267+10.2%

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

1.04%12-mo yield$104 · $300 on $10k3.00%

−8.8%Worst dropSmaller wins−6.9%

12.5%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · SCHD

1.7%CVX4.0%

1.4%MO3.1%

1.1%BMY3.1%

0.9%ADP2.9%

Held in common8.5%

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

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 SCHD

RECS

Columbia Research Enhanced Core

$17,787

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureRECSSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.04%3.00%

5 years, per year+12.2%+10.2%

3 years, per year+22.2%+20.0%

Worst drop · 1Y−8.8%−6.9%

Volatility · 1Y12.5%11.7%

4–2measures won
SCHD first

8.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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

Overlap: RECS, SCHD, VYM

Today

23.5%most shared, RECS and VYM

RECSSCHDVYM

RECS—8.5%23.5%

SCHD8.5%—21.9%

VYM23.5%21.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

RECS$104 − $15 = $89

KeptFee

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