RECS vs SPYM

ARECS

BSPYM

Measures won4–2RECS wins · of 6 · 5Y

$10,000 · 5Y$18,097RECS · SPYM $17,553

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common36.3%RECS and SPYM

RECS

SPYM

Columbia Research Enhanced Core ETF · $6.0BState Street SPDR Portfolio S&P 500 ETF · $179B

+22.2%3 years · per year$18,237 · $18,161+22.0%

+12.6%5 years · per year$18,097 · $17,553+11.9%

0.15%Expense ratio$15 · $2 on $10k · lower wins0.02%

1.02%12-mo yield$102 · $103 on $10k1.03%

−8.8%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins13.7%

4–2RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · SPYM

12.8%AAPL7.9%

10.6%NVDA7.1%

4.2%META2.1%

1.7%MU1.2%

Held in common36.3%

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	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
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

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	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
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

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 SPYM

RECS

Columbia Research Enhanced Core

$18,097

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureRECSSPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield1.02%1.03%

5 years, per year+12.6%+11.9%

3 years, per year+22.2%+22.0%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y12.6%13.7%

4–1measures won
RECS first

36.3%

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

Overlap: RECS, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

RECSSPYMSPY

RECS—36.3%36.3%

SPYM36.3%—99.9%

SPY36.3%99.9%—

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

RECS$102 − $15 = $87

KeptFee

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