XLSR vs RECS

AXLSR

BRECS

Measures won0–6RECS wins · of 6 · 5Y

$10,000 · 5Y$18,659RECS · VTV $18,352

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: XLSR, RECS, VTV

Today

24.1%most shared, RECS and VTV

XLSRRECSVTV

XLSR—13.0%0.6%

RECS13.0%—24.1%

VTV0.6%24.1%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

RECS$100 − $15 = $85

XLSR$40 − $70 = −$30

KeptFee

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