RECS
Columbia Research Enhanced Core ETF
RECS tracks an index of US stocks pulled from the Russell 1000. The index uses multifactor selection and market cap weighting.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 6.2 B
ASSETS UNDER MGMT
15 bp
EXPENSES
Fund Basics
| Inception date | Sep 25, 2019 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Annually |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| NVIDIA CORP | 12.5 % |
| APPLE INC | 11.8 % |
| META PLATFORMS INC | 4.8 % |
| COMMUNICATION SERVICES SELECT SECTOR SPD | 2.6 % |
| MICRON TECHNOLOGY INC | 2.5 % |
| MASTERCARD INCORPORATED CLASS A | 2.3 % |
| VANGUARD COMMUNICATION SERVICES ETF | 2.2 % |
| BANK OF AMERICA CORP | 1.8 % |
| CHEVRON CORP | 1.5 % |
| TJX COMPANIES INC | 1.3 % |
Constituent Breakdown
| Number of holdings | 358 |
| Herfindahl-Hirschman Index | 374 |
| Wgt avg mkt cap (mns) | $1,460,362 |
| Large cap (>$10bn) | 89.3% |
| Mid cap ($2-10bn) | 4.2% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 93.6% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 92.2 % |
 |
IRELAND | 0.8 % |
Historical Performance
Standardized Performance (as of 09/30/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 10.4% | 11.7% | 15.3% | 21.5% | 8.9% | -- | -- | 12.3% |
| Dividend Yield | 0.0% | 1.3% | 1.3% | 1.3% | 5.3% | -- | -- | 4.1% |
| Total Returns | 10.4% | 13.0% | 16.6% | 22.8% | 14.3% | -- | -- | 16.5% | Ann. Volatility | 12.3% | 12.2% | 15.7% | 14.6% | 16.4% | -- | -- | 19.2% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.87 | 86% |
| MSCI EAFE | 0.57 | 55% |
| MSCI Emg Mkts | 0.31 | 42% |
Liquidity Measures
| Avg. volume (000) | 485 |
| ADV traded (mns) | $22 |
| Turnover | 0.4% |
| Avg. Bid/Ask (% of price) | 0.03% |
Technical Indicators
| 30d moving avg. (EMA) | $44.49 |
| Relative strength (RSI) | 63 |
| MACD/Signal | 0.45/0.36 |
| Bollinger Bands (Upper/Lower) | $45.82/$43.41 |
| Short interest (% of AUM) | 0.1% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. RECS |
Expenses vs. RECS |
ALTAR Score™ vs. RECS |
|---|---|---|---|---|
| REVS | Columbia Research Enhanced Value ETF | 57.2% | +4 bp | +1.3% |
| VSLU | Applied Finance Valuation Large Cap ETF | 44.3% | +34 bp | -0.1% |
| AVUQ | Avantis U.S. Quality ETF | 41.9% | 0 bp | -1.0% |
| HLAL | Wahed FTSE USA Shariah ETF | 41.7% | +35 bp | -1.6% |
| XVV | iShares ESG Screened S&P 500 ETF | 40.6% | -7 bp | -1.0% |
| GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 40.5% | -6 bp | -0.8% |
| CATH | Global X S&P 500 Catholic Values Custom ETF | 40.5% | +14 bp | -1.1% |
| SPXN | ProShares S&P 500 Ex-Financials ETF | 40.3% | -6 bp | -0.8% |
| SGLC | SGI U.S. Large Cap Core ETF | 40.2% | +70 bp | -1.5% |
| QLC | FlexShares US Quality Large Cap Index Fund | 40.1% | +10 bp | 0.0% |
Risk and Returns: RECS vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 10/22/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
6.1%
ALTAR SCORE™
61st
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 1,393 funds in the US Equity category with an average
ALTAR Score™ of 5.5% and a standard deviation
of 2.1%. RECS's ALTAR Score™ is approximately 0.3 standard
deviations above the category average. This places RECS in the 61st percentile
among funds in the category.
Sell-Side Consensus
$54.61
PRICE TARGET
+19.2%
UPSIDE