RECS vs SOXX

ARECS

BSOXX

Measures won4–2RECS wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SOXX $28,442

Lowest cost0.15%RECS · $15 on $10k

Most income1.02%RECS · $102 on $10k

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

Held in common11.5%RECS and SOXX

RECS

SOXX

Columbia Research Enhanced Core ETF · $6.0BiShares Semiconductor ETF · $39.1B

+22.2%3 years · per year$18,237 · $29,015+42.6%

+12.6%5 years · per year$18,097 · $28,442+23.3%

0.15%Expense ratio$15 · $33 on $10k · lower wins0.33%

1.02%12-mo yield$102 · $71 on $10k0.71%

−8.8%Worst dropSmaller wins−39.5%

12.6%VolatilityLower wins49.8%

4–2RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · SOXX

10.6%NVDA8.4%

1.7%MU7.1%

0.5%AMAT3.6%

0.5%LRCX3.3%

Held in common11.5%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
3	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

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
3	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

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 SOXX

RECS

Columbia Research Enhanced Core

$18,097

SOXX

iShares Semiconductor

$28,442

MeasureRECSSOXX

Fee0.15%0.33%

Cost on $10k a year$15$33

Yield1.02%0.71%

5 years, per year+12.6%+23.3%

3 years, per year+22.2%+42.6%

Worst drop · 1Y−8.8%−39.5%

Volatility · 1Y12.6%49.8%

4–2measures won
RECS first

11.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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

Overlap: RECS, SOXX, SMH

Today

69.6%most shared, SOXX and SMH

RECSSOXXSMH

RECS—11.5%13.7%

SOXX11.5%—69.6%

SMH13.7%69.6%—

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

Income After Fees on $10,000

$87most kept, RECS

RECS$102 − $15 = $87

SOXX$71 − $33 = $38

SMH$23 − $35 = −$12

KeptFee

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