RECS vs XLCI

ARECS

BXLCI

Measures won3–1RECS wins · of 6 · 5Y

$10,000 · 5Y$17,787RECS · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income12.34%XLCI · $1,234 on $10k

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

Held in common2.8%RECS and XLCI

RECS

XLCI

Columbia Research Enhanced Core ETF · $6.0BState Street Communication Services Select Sector SPDR Premium Income ETF · $4M

+22.2%3 years · per year$18,239 · […][…]

+12.2%5 years · per year$17,787 · […][…]

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

1.04%12-mo yield$104 · $1,234 on $10k12.34%

−8.8%Worst dropSmaller wins−11.1%

12.5%VolatilityLower wins14.3%

3–1RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · XLCI

2.8%XLC100.4%

Held in common2.8%

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%	$6.0B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BXLCI	State Street Communication Services Select Sector SPDR Premium Income ETFRead Desk	0.35%	12.34%	+0.3%	−3.8%	−0.3%	new	new	−11.1%	$4M

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%	$6.0B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BXLCI	State Street Communication Services Select Sector SPDR Premium Income ETFRead Desk	0.35%	12.34%	+0.3%	−3.8%	−0.3%	new	new	−11.1%	$4M

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 XLCI

RECS

Columbia Research Enhanced Core

$17,787

XLCI

Communication Services Select Sector SPDR Premium Income

[…]

MeasureRECSXLCI

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.04%12.34%

5 years, per year+12.2%[…]

3 years, per year+22.2%[…]

Worst drop · 1Y−8.8%−11.1%

Volatility · 1Y12.5%14.3%

3–1measures won
RECS first

2.8%

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: RECS, XLCI, SCHD

Today

8.5%most shared, RECS and SCHD

RECSXLCISCHD

RECS—2.8%8.5%

XLCI2.8%—0.0%

SCHD8.5%0.0%—

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

Income After Fees on $10,000

$1,199most kept, XLCI

XLCI$1,234 − $35 = $1,199

SCHD$300 − $6 = $294

RECS$104 − $15 = $89

KeptFee

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