RECI vs SPY
Columbia Research Enhanced Core Premium Income ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, RECI or SPY?
SPY costs less.
SPY has a lower expense ratio.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | RECI | SPY |
|---|---|---|
| Expense Ratio | 0.30% | 0.09%Best |
| AUM | - | $804.7B |
| Dividend Yield | 0.00% | 0.98% |
| Holdings | 360 | 505 |
| YTD Return | +1.47% | +12.19%Best |
| 1Y Return | - | +18.53% |
| 3Y Return (annualized) | - | +20.88% |
| 5Y Return (annualized) | - | +12.69% |
| Fund Family | Columbia Threadneedle Investments | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 14, 2026 | Jan 22, 1993 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
RECI vs SPY growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
RECI vs SPY Performance
Columbia Research Enhanced Core Premium Income ETF (RECI) is an ETF from Columbia Threadneedle Investments and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, RECI is up 1.47% versus a gain of 12.19% for SPY.
Past performance does not guarantee future results.
Fees and Cost Over Time
RECI charges 0.30% per year while SPY charges 0.09%. On a $10,000 position that is $30 vs $9 annually, a gap of $21 per year that compounds over a long holding period. On income, RECI currently yields 0.00% against 0.98% for SPY.
Holdings Overlap
At least 37.0% of SPY's money is in holdings RECI also owns.
Stated as a floor: for RECI, our book for it covers 80.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
171 positions in common, counted across the 343 positions we hold weights for in RECI and 504 in SPY, against full books of 360 and 505.
Top Shared Holdings
| Stock | Weight in RECI | Weight in SPY | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 10.01% | 7.71% | 2.30% |
| AAPLApple, Inc | 9.16% | 6.83% | 2.33% |
| METAMeta Platforms, Inc. | 3.65% | 1.94% | 1.71% |
| MUMicron Technology, Inc. | 1.67% | 1.51% | 0.16% |
| MAMastercard Inc | 1.90% | 0.69% | 1.21% |
| BACBank Of America Corp. | 1.67% | 0.62% | 1.05% |
| CVXChevron Corp. | 1.14% | 0.54% | 0.60% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.92% | 0.72% | 0.20% |
| TJXTjx Cos., Inc. | 1.29% | 0.26% | 1.03% |
| PLTRPalantir Technologies Inc | 0.78% | 0.56% | 0.22% |
37.0% of SPY is already inside RECI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, RECI or SPY?
RECI has an expense ratio of 0.30% while SPY charges 0.09%. SPY is the cheaper option, by $21 a year on a $10,000 investment.
What is the holdings overlap between RECI and SPY?
At least 37.0% of SPY's money is in holdings RECI also owns. Our book for RECI is partial, so the real figure is this or higher. They hold 171 positions in common, counted across the 343 positions we hold weights for in RECI and 504 in SPY.
Which pays a higher dividend, RECI or SPY?
RECI yields 0.00% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.
Is SPY better than RECI?
SPY has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.