XLSR vs RECS

AXLSR

BRECS

Measures won0–6RECS wins · of 6 · 5Y

$10,000 · 5Y$17,792RECS · XLSR $14,735

Lowest cost0.15%RECS · $15 on $10k

Most income12.38%XLCI · $1,238 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

+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 three, 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 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	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
3	XLCI	State Street Communication Services Select Sector SPDR Premium Income ETFRead Desk	0.35%	12.38%	−0.7%	−4.1%	+0.1%	new	new	−11.1%	$3M

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	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
3	XLCI	State Street Communication Services Select Sector SPDR Premium Income ETFRead Desk	0.35%	12.38%	−0.7%	−4.1%	+0.1%	new	new	−11.1%	$3M

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

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

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

Overlap: XLSR, RECS, XLCI

Today

13.0%most shared, XLSR and RECS

XLSRRECSXLCI

XLSR—13.0%4.1%

RECS13.0%—2.7%

XLCI4.1%2.7%—

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

Income After Fees on $10,000

$1,203most kept, XLCI

XLCI$1,238 − $35 = $1,203

RECS$104 − $15 = $89

XLSR$42 − $70 = −$28

KeptFee

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