XLSR vs RECS

AXLSR

BRECS

Measures won0–6RECS wins · of 6 · 5Y

$10,000 · 5Y$18,659RECS · IWF $16,559

Lowest cost0.15%RECS · $15 on $10k

Most income1.00%RECS · $100 on $10k

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

Held in common13.0%XLSR and RECS

XLSR

RECS

State Street US Sector Rotation ETF · $1.1BColumbia Research Enhanced Core ETF · $6.1B

+19.0%3 years · per year$16,861 · $19,202+24.3%

+9.2%5 years · per year$15,519 · $18,659+13.3%

0.70%Expense ratio$70 · $15 on $10k · lower wins0.15%

0.40%12-mo yield$40 · $100 on $10k1.00%

−11.1%Worst dropSmaller wins−8.8%

13.8%VolatilityLower wins12.0%

0–6RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLSR · RECS

3.8%NVDA11.5%

3.7%AAPL12.0%

5.0%XLC2.7%

2.4%META4.2%

Held in common13.0%

End-of-day Nov 4, 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%	1.00%	+1.6%	+11.4%	+12.2%	+24.3%	+13.3%	−8.8%	$6.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

End-of-day Nov 4, 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%	1.00%	+1.6%	+11.4%	+12.2%	+24.3%	+13.3%	−8.8%	$6.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLSR vs RECS

XLSR

US Sector Rotation

$15,519

RECS

Columbia Research Enhanced Core

$18,659

MeasureXLSRRECS

Fee0.70%0.15%

Cost on $10k a year$70$15

Yield0.40%1.00%

5 years, per year+9.2%+13.3%

3 years, per year+19.0%+24.3%

Worst drop · 1Y−11.1%−8.8%

Volatility · 1Y13.8%12.0%

6–0measures won
RECS first

13.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: XLSR, RECS, IWF

Today

37.6%most shared, RECS and IWF

XLSRRECSIWF

XLSR—13.0%21.9%

RECS13.0%—37.6%

IWF21.9%37.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$85most kept, RECS

RECS$100 − $15 = $85

IWF$37 − $18 = $19

XLSR$40 − $70 = −$30

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee