RECS vs VYM

ARECS

BVYM

Measures won2–4VYM wins · of 6 · 5Y

$10,000 · 5Y$18,659RECS · VYM $17,742

Lowest cost0.04%VYM · $4 on $10k

Most income2.22%VYM · $222 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common23.5%RECS and VYM

RECS

VYM

Columbia Research Enhanced Core ETF · $6.1BVanguard High Dividend Yield ETF · $78.9B

+24.3%3 years · per year$19,202 · $17,970+21.6%

+13.3%5 years · per year$18,659 · $17,742+12.2%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

1.00%12-mo yield$100 · $222 on $10k2.22%

−8.8%Worst dropSmaller wins−6.7%

12.0%VolatilityLower wins10.1%

2–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsRECS · VYM

1.7%CVX1.6%

1.6%BAC1.5%

1.0%CSCO1.8%

1.0%C0.9%

Held in common23.5%

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

Both

5Y2 funds

#			Trend
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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B

End-of-day Nov 4, 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%	1.00%	+1.6%	+11.4%	+12.2%	+24.3%	+13.3%	−8.8%	$6.1B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B

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 VYM

RECS

Columbia Research Enhanced Core

$18,659

VYM

Vanguard High Dividend Yield

$17,742

MeasureRECSVYM

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.00%2.22%

5 years, per year+13.3%+12.2%

3 years, per year+24.3%+21.6%

Worst drop · 1Y−8.8%−6.7%

Volatility · 1Y12.0%10.1%

4–2measures won
VYM first

23.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RECS, VYM

Today

23.5%most shared, RECS and VYM

RECSVYM

RECS—23.5%

VYM23.5%—

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

Income After Fees on $10,000

$218most kept, VYM

VYM$222 − $4 = $218

RECS$100 − $15 = $85

KeptFee

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