VO vs RECS

AVO

BRECS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,787RECS · VTV $17,585

Lowest cost0.03%VO · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common18.4%VO and RECS

RECS

Vanguard Morningstar Mid-Cap ETF · $103BColumbia Research Enhanced Core ETF · $6.0B

+18.6%3 years · per year$16,701 · $18,239+22.2%

+6.3%5 years · per year$13,590 · $17,787+12.2%

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

1.39%12-mo yield$139 · $104 on $10k1.04%

−8.2%Worst dropSmaller wins−8.8%

12.9%VolatilityLower wins12.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · RECS

0.7%HLT0.8%

0.7%TGT0.7%

0.7%ROST0.7%

0.7%GM0.8%

Held in common18.4%

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	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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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	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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

VO vs RECS

Vanguard Morningstar Mid-Cap

$13,590

RECS

Columbia Research Enhanced Core

$17,787

MeasureVORECS

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.39%1.04%

5 years, per year+6.3%+12.2%

3 years, per year+18.6%+22.2%

Worst drop · 1Y−8.2%−8.8%

Volatility · 1Y12.9%12.5%

3–3measures won
level

18.4%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VO, RECS, VTV

Today

28.5%most shared, VO and VTV

VORECSVTV

VO—18.4%28.5%

RECS18.4%—23.6%

VTV28.5%23.6%—

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

VO$139 − $3 = $136

RECS$104 − $15 = $89

KeptFee

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