VOO vs RECS

AVOO

BRECS

Measures won2–4RECS wins · of 6 · 5Y

$10,000 · 5Y$17,792RECS · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common38.0%VOO and RECS

VOO

RECS

Vanguard S&P 500 ETF · $1.00TColumbia Research Enhanced Core ETF · $6.1B

+22.1%3 years · per year$18,224 · $18,344+22.4%

+11.4%5 years · per year$17,156 · $17,792+12.2%

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

1.10%12-mo yield$110 · $104 on $10k1.04%

−8.9%Worst dropSmaller wins−8.8%

13.5%VolatilityLower wins12.5%

2–4RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · RECS

8.4%NVDA10.9%

7.4%AAPL12.5%

2.4%META4.2%

1.8%MU1.8%

Held in common38.0%

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	BRECS	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	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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	BRECS	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	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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

VOO vs RECS

VOO

Vanguard S&P 500

$17,156

RECS

Columbia Research Enhanced Core

$17,792

MeasureVOORECS

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.10%1.04%

5 years, per year+11.4%+12.2%

3 years, per year+22.1%+22.4%

Worst drop · 1Y−8.9%−8.8%

Volatility · 1Y13.5%12.5%

4–2measures won
RECS first

38.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

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: VOO, RECS, IVV

Today

93.5%most shared, VOO and IVV

VOORECSIVV

VOO—38.0%93.5%

RECS38.0%—36.5%

IVV93.5%36.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

RECS$104 − $15 = $89

KeptFee

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