RECS vs VTV

ARECS

BVTV

Measures won2–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,787RECS · VTV $17,585

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common23.6%RECS and VTV

RECS

VTV

Columbia Research Enhanced Core ETF · $6.2BVanguard Morningstar Value ETF · $184B

+22.2%3 years · per year$18,239 · $17,687+20.9%

+12.2%5 years · per year$17,787 · $17,585+12.0%

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

1.04%12-mo yield$104 · $187 on $10k1.87%

−8.8%Worst dropSmaller wins−6.4%

12.5%VolatilityLower wins10.7%

2–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsRECS · VTV

1.6%MU4.6%

1.7%CVX1.5%

1.7%BAC1.4%

0.9%CSCO1.4%

Held in common23.6%

End-of-day Nov 6, 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%	1.04%	+0.1%	+7.3%	+9.1%	+22.2%	+12.2%	−8.8%	$6.2B
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B

End-of-day Nov 6, 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%	1.04%	+0.1%	+7.3%	+9.1%	+22.2%	+12.2%	−8.8%	$6.2B
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RECS vs VTV

RECS

Columbia Research Enhanced Core

$17,787

VTV

Vanguard Morningstar Value

$17,585

MeasureRECSVTV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.04%1.87%

5 years, per year+12.2%+12.0%

3 years, per year+22.2%+20.9%

Worst drop · 1Y−8.8%−6.4%

Volatility · 1Y12.5%10.7%

4–2measures won
VTV first

23.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: RECS, VTV

Today

23.6%most shared, RECS and VTV

RECSVTV

RECS—23.6%

VTV23.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

RECS$104 − $15 = $89

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee