RECS vs XLSR

ARECS

BXLSR

Measures won6–0RECS wins · of 6 · 5Y

$10,000 · 5Y$18,659RECS · XLSR $15,519

Lowest cost0.15%RECS · $15 on $10k

Most income1.00%RECS · $100 on $10k

Smallest drop−8.8%RECS · worst fall in 1Y

Held in common13.0%RECS and XLSR

RECS

XLSR

Columbia Research Enhanced Core ETF · $6.1BState Street US Sector Rotation ETF · $1.1B

+24.3%3 years · per year$19,202 · $16,861+19.0%

+13.3%5 years · per year$18,659 · $15,519+9.2%

0.15%Expense ratio$15 · $70 on $10k · lower wins0.70%

1.00%12-mo yield$100 · $40 on $10k0.40%

−8.8%Worst dropSmaller wins−11.1%

12.0%VolatilityLower wins13.8%

6–0RECS wins

$10,000 · 5 yearsOne scale

Shared top holdingsRECS · XLSR

11.5%NVDA3.8%

12.0%AAPL3.7%

2.7%XLC5.0%

4.2%META2.4%

Held in common13.0%

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	BXLSR	State Street US Sector Rotation ETFRead Desk		0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

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	BXLSR	State Street US Sector Rotation ETFRead Desk		0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

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 XLSR

RECS

Columbia Research Enhanced Core

$18,659

XLSR

US Sector Rotation

$15,519

MeasureRECSXLSR

Fee0.15%0.70%

Cost on $10k a year$15$70

Yield1.00%0.40%

5 years, per year+13.3%+9.2%

3 years, per year+24.3%+19.0%

Worst drop · 1Y−8.8%−11.1%

Volatility · 1Y12.0%13.8%

6–0measures won
RECS first

13.0%

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, XLSR

Today

13.0%most shared, RECS and XLSR

RECSXLSR

RECS—13.0%

XLSR13.0%—

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

Income After Fees on $10,000

$85most kept, RECS

RECS$100 − $15 = $85

XLSR$40 − $70 = −$30

KeptFee

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