RECS vs TOS5YRECSRECSAvsBTOSTOSColumbia Research Enhanced Core ETF · $6.1BTwin Oak Strategic Solutions ETF · $143MReturns · dividends in+21.9%3 years · per year$18,111 · […][…]+12.4%5 years · per year$17,980 · […][…]Cost and income0.15%Expense ratio$15 · $36 on $10k · lower wins0.36%1.01%12-mo yield$101 · $0 on $10k0.00%Risk · 1 year
$10,000 in RECS, TOS, CGBL5Y$10k startRECS $18.0kNov 2021Nov 2026End-of-day Nov 11, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: RECS, TOS, CGBLToday10.1%most shared, RECS and CGBLRECSTOSCGBLRECS—8.7%10.1%TOS8.7%—6.0%CGBL10.1%6.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
RECS vs TOS5YARECSColumbia Research Enhanced Core$17,980vsTOSBTwin Oak Strategic Solutions[…]MeasureRECSTOSFee0.15%0.36%Cost on $10k a year$15$36Yield1.01%0.00%5 years, per year+12.4%[…]3 years, per year+21.9%[…]Worst drop · 1Y−8.8%[…]Volatility · 1Y12.6%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ARECSColumbia Research Enhanced Core ETFReadDesk0.15%1.01%+1.2%+9.8%+10.7%+21.9%+12.4%−8.8%$6.1B2BTOSTwin Oak Strategic Solutions ETFReadDesk0.36%0.00%+1.4%newnewnewnew[…]$143M3CGBLCapital Group Core Balanced ETFReadDesk0.33%1.94%+0.4%+6.8%+9.0%+16.2%new−7.9%$8.1BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ARECSColumbia Research Enhanced Core ETFReadDesk0.15%1.01%+1.2%+9.8%+10.7%+21.9%+12.4%−8.8%$6.1B2BTOSTwin Oak Strategic Solutions ETFReadDesk0.36%0.00%+1.4%newnewnewnew[…]$143M3CGBLCapital Group Core Balanced ETFReadDesk0.33%1.94%+0.4%+6.8%+9.0%+16.2%new−7.9%$8.1BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: RECS, TOS, CGBLToday10.1%most shared, RECS and CGBLRECSTOSCGBLRECS—8.7%10.1%TOS8.7%—6.0%CGBL10.1%6.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$161most kept, CGBLCGBL$194 − $33 = $161RECS$101 − $15 = $86TOS$0 − $36 = −$36KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee