SCHD vs RECS

ASCHD

BRECS

Measures won4–2SCHD wins · of 6 · 5Y

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

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common8.5%SCHD and RECS

SCHD

RECS

Schwab U.S. Dividend Equity ETF · $120BColumbia Research Enhanced Core ETF · $6.0B

+20.0%3 years · per year$17,266 · $18,239+22.2%

+10.2%5 years · per year$16,267 · $17,787+12.2%

0.06%Expense ratio$6 · $15 on $10k · lower wins0.15%

3.00%12-mo yield$300 · $104 on $10k1.04%

−6.9%Worst dropSmaller wins−8.8%

11.7%VolatilityLower wins12.5%

4–2SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · RECS

4.0%CVX1.7%

3.1%MO1.4%

3.1%BMY1.1%

2.9%ADP0.9%

Held in common8.5%

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

Both

5Y2 funds

#			Trend
1	BRECS	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	ASCHD	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

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BRECS	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	ASCHD	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

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

SCHD vs RECS

SCHD

Schwab U.S. Dividend Equity

$16,267

RECS

Columbia Research Enhanced Core

$17,787

MeasureSCHDRECS

Fee0.06%0.15%

Cost on $10k a year$6$15

Yield3.00%1.04%

5 years, per year+10.2%+12.2%

3 years, per year+20.0%+22.2%

Worst drop · 1Y−6.9%−8.8%

Volatility · 1Y11.7%12.5%

4–2measures won
SCHD first

8.5%

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: SCHD, RECS

Today

8.5%most shared, SCHD and RECS

SCHDRECS

SCHD—8.5%

RECS8.5%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

RECS$104 − $15 = $89

KeptFee

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