RECS vs XLSR

ARECS

BXLSR

Measures won6–0RECS wins · of 6 · 5Y

$10,000 · 5Y$17,792RECS · IWF $15,330

Lowest cost0.15%RECS · $15 on $10k

Most income1.04%RECS · $104 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

+22.4%3 years · per year$18,344 · $16,015+17.0%

+12.2%5 years · per year$17,792 · $14,735+8.1%

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

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

−8.8%Worst dropSmaller wins−11.1%

12.5%VolatilityLower wins14.5%

6–0RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · XLSR

12.5%AAPL4.0%

10.9%NVDA3.8%

2.7%XLC4.1%

4.2%META2.0%

Held in common13.0%

End-of-day Nov 5, 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%	−3.8%	+7.1%	+9.2%	+22.4%	+12.2%	−8.8%	$6.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	−4.4%	+2.1%	+4.7%	+17.0%	+8.1%	−11.1%	$1.1B

End-of-day Nov 5, 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%	−3.8%	+7.1%	+9.2%	+22.4%	+12.2%	−8.8%	$6.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	−4.4%	+2.1%	+4.7%	+17.0%	+8.1%	−11.1%	$1.1B

End-of-day Nov 5, 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

$17,792

XLSR

US Sector Rotation

$14,735

MeasureRECSXLSR

Fee0.15%0.70%

Cost on $10k a year$15$70

Yield1.04%0.42%

5 years, per year+12.2%+8.1%

3 years, per year+22.4%+17.0%

Worst drop · 1Y−8.8%−11.1%

Volatility · 1Y12.5%14.5%

6–0measures won
RECS first

13.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RECS, XLSR, IWF

Today

37.3%most shared, RECS and IWF

RECSXLSRIWF

RECS—13.0%37.3%

XLSR13.0%—21.4%

IWF37.3%21.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$89most kept, RECS

RECS$104 − $15 = $89

IWF$39 − $18 = $21

XLSR$42 − $70 = −$28

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee