RECS vs VUG

ARECS

BVUG

Measures won4–2RECS wins · of 6 · 5Y

$10,000 · 5Y$18,097RECS · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common36.6%RECS and VUG

RECS

VUG

Columbia Research Enhanced Core ETF · $6.0BVanguard Morningstar Growth ETF · $233B

+22.2%3 years · per year$18,237 · $18,569+22.9%

+12.6%5 years · per year$18,097 · $16,565+10.6%

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

1.02%12-mo yield$102 · $41 on $10k0.41%

−8.8%Worst dropSmaller wins−15.1%

12.6%VolatilityLower wins19.1%

4–2RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · VUG

12.8%AAPL12.5%

10.6%NVDA13.5%

4.2%META4.2%

2.8%MA1.2%

Held in common36.6%

End-of-day Nov 9, 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%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 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%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 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

$18,097

VUG

Vanguard Morningstar Growth

$16,565

MeasureRECSVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.02%0.41%

5 years, per year+12.6%+10.6%

3 years, per year+22.2%+22.9%

Worst drop · 1Y−8.8%−15.1%

Volatility · 1Y12.6%19.1%

4–2measures won
RECS first

36.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: RECS, VUG, VO

Today

36.6%most shared, RECS and VUG

RECSVUGVO

RECS—36.6%18.4%

VUG36.6%—10.2%

VO18.4%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

RECS$102 − $15 = $87

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee