RECS vs SCHK

ARECS

BSCHK

Measures won4–2RECS wins · of 6 · 5Y

$10,000 · 5Y$17,787RECS · SCHK $16,579

Lowest cost0.03%SCHK · $3 on $10k

Most income1.08%SCHK · $108 on $10k

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

Held in common35.7%RECS and SCHK

RECS

SCHK

Columbia Research Enhanced Core ETF · $6.0BSchwab 1000 Index ETF · $5.5B

+22.2%3 years · per year$18,239 · $18,035+21.7%

+12.2%5 years · per year$17,787 · $16,579+10.6%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.04%12-mo yield$104 · $108 on $10k1.08%

−8.8%Worst dropSmaller wins−8.9%

12.5%VolatilityLower wins13.8%

4–2RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · SCHK

12.9%AAPL7.3%

10.4%NVDA6.4%

4.2%META1.9%

1.6%MU1.1%

Held in common35.7%

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	BSCHK	Schwab 1000 Index ETFRead Desk	0.03%	1.08%	+0.3%	+8.6%	+9.6%	+21.7%	+10.6%	−8.9%	$5.5B
3	TCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B

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	BSCHK	Schwab 1000 Index ETFRead Desk	0.03%	1.08%	+0.3%	+8.6%	+9.6%	+21.7%	+10.6%	−8.9%	$5.5B
3	TCAF	T. Rowe Capital Appreciation Equity ETFRead Desk	0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B

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 SCHK

RECS

Columbia Research Enhanced Core

$17,787

SCHK

Schwab 1000 Index

$16,579

MeasureRECSSCHK

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.04%1.08%

5 years, per year+12.2%+10.6%

3 years, per year+22.2%+21.7%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y12.5%13.8%

4–2measures won
RECS first

35.7%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: RECS, SCHK, TCAF

Today

35.7%most shared, RECS and SCHK

RECSSCHKTCAF

RECS—35.7%1.6%

SCHK35.7%—8.0%

TCAF1.6%8.0%—

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

Income After Fees on $10,000

$105most kept, SCHK

SCHK$108 − $3 = $105

RECS$104 − $15 = $89

TCAF$45 − $31 = $14

KeptFee

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