RECS vs XLSR

ARECS

BXLSR

Measures won6–0RECS wins · of 6 · 5Y

$10,000 · 5Y$17,787RECS · VTV $17,585

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common13.0%RECS and XLSR

RECS

XLSR

Columbia Research Enhanced Core ETF · $6.2BState Street US Sector Rotation ETF · $1.1B

+22.2%3 years · per year$18,239 · $15,995+16.9%

+12.2%5 years · per year$17,787 · $14,831+8.2%

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

12.9%AAPL4.2%

10.4%NVDA3.6%

2.8%XLC4.3%

4.2%META2.0%

Held in common13.0%

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%	$6.2B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.1B

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%	$6.2B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.1B

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 XLSR

RECS

Columbia Research Enhanced Core

$17,787

XLSR

US Sector Rotation

$14,831

MeasureRECSXLSR

Fee0.15%0.70%

Cost on $10k a year$15$70

Yield1.04%0.42%

5 years, per year+12.2%+8.2%

3 years, per year+22.2%+16.9%

Worst drop · 1Y−8.8%−11.1%

Volatility · 1Y12.5%14.5%

6–0measures won
RECS first

13.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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

Overlap: RECS, XLSR, VTV

Today

23.6%most shared, RECS and VTV

RECSXLSRVTV

RECS—13.0%23.6%

XLSR13.0%—0.6%

VTV23.6%0.6%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

RECS$104 − $15 = $89

XLSR$42 − $70 = −$28

KeptFee

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