RECS vs VUG

ARECS

BVUG

Measures won4–2RECS wins · of 6 · 5Y

$10,000 · 5Y$18,659RECS · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%RECS · $100 on $10k

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

Held in common37.3%RECS and VUG

RECS

VUG

Columbia Research Enhanced Core ETF · $6.1BVanguard Morningstar Growth ETF · $233B

+24.3%3 years · per year$19,202 · $19,712+25.4%

+13.3%5 years · per year$18,659 · $17,153+11.4%

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

1.00%12-mo yield$100 · $40 on $10k0.40%

−8.8%Worst dropSmaller wins−16.1%

12.0%VolatilityLower wins18.2%

4–2RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · VUG

12.0%AAPL12.5%

11.5%NVDA13.5%

4.2%META4.2%

2.7%MA1.2%

Held in common37.3%

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

All Three

5Y3 funds

#
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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

End-of-day Nov 4, 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%	1.00%	+1.6%	+11.4%	+12.2%	+24.3%	+13.3%	−8.8%	$6.1B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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 VUG

RECS

Columbia Research Enhanced Core

$18,659

VUG

Vanguard Morningstar Growth

$17,153

MeasureRECSVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.00%0.40%

5 years, per year+13.3%+11.4%

3 years, per year+24.3%+25.4%

Worst drop · 1Y−8.8%−16.1%

Volatility · 1Y12.0%18.2%

4–2measures won
RECS first

37.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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, VUG, IWF

Today

77.4%most shared, VUG and IWF

RECSVUGIWF

RECS—37.3%37.6%

VUG37.3%—77.4%

IWF37.6%77.4%—

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

Income After Fees on $10,000

$85most kept, RECS

RECS$100 − $15 = $85

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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