RECS vs VUG

ARECS

BVUG

Measures won4–2RECS wins · of 6 · 5Y

$10,000 · 5Y$17,787RECS · VIG $16,243

Lowest cost0.03%VUG · $3 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common36.1%RECS and VUG

RECS

VUG

Columbia Research Enhanced Core ETF · $6.2BVanguard Morningstar Growth ETF · $233B

+22.2%3 years · per year$18,239 · $18,415+22.6%

+12.2%5 years · per year$17,787 · $16,124+10.0%

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

1.04%12-mo yield$104 · $42 on $10k0.42%

−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

12.9%AAPL12.5%

10.4%NVDA13.5%

4.2%META4.2%

2.8%MA1.2%

Held in common36.1%

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

All Three

5Y3 funds

#
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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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%	+0.1%	+7.3%	+9.1%	+22.2%	+12.2%	−8.8%	$6.2B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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 VUG

RECS

Columbia Research Enhanced Core

$17,787

VUG

Vanguard Morningstar Growth

$16,124

MeasureRECSVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.04%0.42%

5 years, per year+12.2%+10.0%

3 years, per year+22.2%+22.6%

Worst drop · 1Y−8.8%−15.1%

Volatility · 1Y12.5%19.0%

4–2measures won
RECS first

36.1%

holdings shared

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

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: RECS, VUG, VIG

Today

36.1%most shared, RECS and VUG

RECSVUGVIG

RECS—36.1%21.1%

VUG36.1%—26.4%

VIG21.1%26.4%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

RECS$104 − $15 = $89

VUG$42 − $3 = $39

KeptFee

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