XLSR vs RECS

AXLSR

BRECS

Measures won0–6RECS wins · of 6 · 5Y

$10,000 · 5Y$17,792RECS · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · 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

+17.0%3 years · per year$16,015 · $18,344+22.4%

+8.1%5 years · per year$14,735 · $17,792+12.2%

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

0.42%12-mo yield$42 · $104 on $10k1.04%

−11.1%Worst dropSmaller wins−8.8%

14.5%VolatilityLower wins12.5%

0–6RECS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsXLSR · RECS

4.0%AAPL12.5%

3.8%NVDA10.9%

4.1%XLC2.7%

2.0%META4.2%

Held in common13.0%

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 Four

5Y4 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
4	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	−4.4%	+2.1%	+4.7%	+17.0%	+8.1%	−11.1%	$1.1B

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

All Four

5Y4 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
4	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	−4.4%	+2.1%	+4.7%	+17.0%	+8.1%	−11.1%	$1.1B

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

XLSR vs RECS

XLSR

US Sector Rotation

$14,735

RECS

Columbia Research Enhanced Core

$17,792

MeasureXLSRRECS

Fee0.70%0.15%

Cost on $10k a year$70$15

Yield0.42%1.04%

5 years, per year+8.1%+12.2%

3 years, per year+17.0%+22.4%

Worst drop · 1Y−11.1%−8.8%

Volatility · 1Y14.5%12.5%

6–0measures won
RECS first

13.0%

holdings shared

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

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

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: XLSR, RECS, SCHD, IWF

Today

37.3%most shared, RECS and IWF

XLSRRECSSCHDIWF

XLSR—13.0%0.1%21.4%

RECS13.0%—8.2%37.3%

SCHD0.1%8.2%—3.6%

IWF21.4%37.3%3.6%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

RECS$104 − $15 = $89

IWF$39 − $18 = $21

XLSR$42 − $70 = −$28

KeptFee

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