RECS vs SPY

ARECS

BSPY

Measures won5–1RECS wins · of 6 · 5Y

$10,000 · 5Y$18,659RECS · SPY $18,060

Lowest cost0.09%SPY · $9 on $10k

Most income1.00%RECS · $100 on $10k

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

Held in common36.8%RECS and SPY

RECS

SPY

Columbia Research Enhanced Core ETF · $6.1BState Street SPDR S&P 500 ETF · $798B

+24.3%3 years · per year$19,202 · $19,132+24.1%

+13.3%5 years · per year$18,659 · $18,060+12.6%

0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%

1.00%12-mo yield$100 · $99 on $10k0.99%

−8.8%Worst dropSmaller wins−8.9%

12.0%VolatilityLower wins12.9%

5–1RECS wins

$10,000 · 5 yearsOne scale

Shared top holdingsRECS · SPY

11.5%NVDA7.7%

12.0%AAPL7.4%

4.2%META2.1%

2.0%MU1.5%

Held in common36.8%

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

Both

5Y2 funds

#			Trend
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B

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

Both

5Y2 funds

#			Trend
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B

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 SPY

RECS

Columbia Research Enhanced Core

$18,659

SPY

SPDR S&P 500

$18,060

MeasureRECSSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield1.00%0.99%

5 years, per year+13.3%+12.6%

3 years, per year+24.3%+24.1%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y12.0%12.9%

4–1measures won
RECS first

36.8%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: RECS, SPY

Today

36.8%most shared, RECS and SPY

RECSSPY

RECS—36.8%

SPY36.8%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

RECS$100 − $15 = $85

KeptFee

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