RECS vs VUG

ARECS

BVUG

Measures won4–2RECS wins · of 6 · 5Y

$10,000 · 5Y$17,792RECS · SCHD $16,375

Lowest cost0.03%VUG · $3 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common36.9%RECS and VUG

RECS

VUG

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

+22.4%3 years · per year$18,344 · $18,532+22.8%

+12.2%5 years · per year$17,792 · $16,052+9.9%

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

1.04%12-mo yield$104 · $43 on $10k0.43%

−8.8%Worst dropSmaller wins−15.1%

12.5%VolatilityLower wins19.0%

4–2RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · VUG

12.5%AAPL12.5%

10.9%NVDA13.5%

4.2%META4.2%

2.8%MA1.2%

Held in common36.9%

End-of-day Nov 5, 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%	1.04%	−3.8%	+7.1%	+9.2%	+22.4%	+12.2%	−8.8%	$6.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 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%	1.04%	−3.8%	+7.1%	+9.2%	+22.4%	+12.2%	−8.8%	$6.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 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

$17,792

VUG

Vanguard Morningstar Growth

$16,052

MeasureRECSVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.04%0.43%

5 years, per year+12.2%+9.9%

3 years, per year+22.4%+22.8%

Worst drop · 1Y−8.8%−15.1%

Volatility · 1Y12.5%19.0%

4–2measures won
RECS first

36.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RECS, VUG, SCHD

Today

36.9%most shared, RECS and VUG

RECSVUGSCHD

RECS—36.9%8.2%

VUG36.9%—0.8%

SCHD8.2%0.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

RECS$104 − $15 = $89

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee