RECS vs VTI

ARECS

BVTI

Measures won4–2RECS wins · of 6 · 5Y

$10,000 · 5Y$18,659RECS · VTI $17,257

Lowest cost0.03%VTI · $3 on $10k

Most income1.05%VTI · $105 on $10k

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

Held in common36.0%RECS and VTI

RECS

VTI

Columbia Research Enhanced Core ETF · $6.1BVanguard Morningstar Total Stock Market ETF · $689B

+24.3%3 years · per year$19,202 · $19,059+24.0%

+13.3%5 years · per year$18,659 · $17,257+11.5%

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

1.00%12-mo yield$100 · $105 on $10k1.05%

−8.8%Worst dropSmaller wins−8.9%

12.0%VolatilityLower wins13.1%

4–2RECS wins

$10,000 · 5 yearsOne scale

Shared top holdingsRECS · VTI

11.5%NVDA7.1%

12.0%AAPL6.6%

4.2%META2.2%

2.0%MU1.6%

Held in common36.0%

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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B

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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B

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 VTI

RECS

Columbia Research Enhanced Core

$18,659

VTI

Vanguard Morningstar Total Stock Market

$17,258

MeasureRECSVTI

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.00%1.05%

5 years, per year+13.3%+11.5%

3 years, per year+24.3%+24.0%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y12.0%13.1%

4–1measures won
RECS first

36.0%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI 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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: RECS, VTI

Today

36.0%most shared, RECS and VTI

RECSVTI

RECS—36.0%

VTI36.0%—

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

Income After Fees on $10,000

$102most kept, VTI

VTI$105 − $3 = $102

RECS$100 − $15 = $85

KeptFee

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