SCHK vs RECS

ASCHK

BRECS

Measures won2–4RECS wins · of 6 · 5Y

$10,000 · 5Y$17,787RECS · SCHK $16,579

Lowest cost0.03%SCHK · $3 on $10k

Most income1.08%SCHK · $108 on $10k

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

Held in common35.7%SCHK and RECS

SCHK

RECS

Schwab 1000 Index ETF · $5.5BColumbia Research Enhanced Core ETF · $6.0B

+21.7%3 years · per year$18,035 · $18,239+22.2%

+10.6%5 years · per year$16,579 · $17,787+12.2%

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

1.08%12-mo yield$108 · $104 on $10k1.04%

−8.9%Worst dropSmaller wins−8.8%

13.8%VolatilityLower wins12.5%

2–4RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHK · RECS

7.3%AAPL12.9%

6.4%NVDA10.4%

1.9%META4.2%

1.1%MU1.6%

Held in common35.7%

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	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	ASCHK	Schwab 1000 Index ETFRead Desk	0.03%	1.08%	+0.3%	+8.6%	+9.6%	+21.7%	+10.6%	−8.9%	$5.5B
3	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	0.0%	+13.7%	new	new	new	[…]	$7.8B

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	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	ASCHK	Schwab 1000 Index ETFRead Desk	0.03%	1.08%	+0.3%	+8.6%	+9.6%	+21.7%	+10.6%	−8.9%	$5.5B
3	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	0.0%	+13.7%	new	new	new	[…]	$7.8B

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

SCHK vs RECS

SCHK

Schwab 1000 Index

$16,579

RECS

Columbia Research Enhanced Core

$17,787

MeasureSCHKRECS

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.08%1.04%

5 years, per year+10.6%+12.2%

3 years, per year+21.7%+22.2%

Worst drop · 1Y−8.9%−8.8%

Volatility · 1Y13.8%12.5%

4–2measures won
RECS first

35.7%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHK, RECS, IALT

Today

35.7%most shared, SCHK and RECS

SCHKRECSIALT

SCHK—35.7%23.7%

RECS35.7%—20.5%

IALT23.7%20.5%—

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

Income After Fees on $10,000

$105most kept, SCHK

SCHK$108 − $3 = $105

RECS$104 − $15 = $89

IALT$39 − $99 = −$60

KeptFee

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