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
$ 5.4 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
| APPLE INC | 8.7 % |
| NVIDIA CORP | 8.5 % |
| MICROSOFT CORP | 7.6 % |
| ALPHABET INC. CLASS C | 2.9 % |
| META PLATFORMS INC | 2.7 % |
| PROCTER & GAMBLE CO/THE | 2.2 % |
| BOOKING HOLDINGS INC. | 2.0 % |
| WELLS FARGO & CO | 1.9 % |
| ALPHABET INC. CLASS A | 1.8 % |
| EXXON MOBIL CORP | 1.5 % |
Constituent Breakdown
| Number of holdings | 370 |
| Herfindahl-Hirschman Index | 267 |
| Wgt avg mkt cap (mns) | $1,314,145 |
| Large cap (>$10bn) | 91.9% |
| Mid cap ($2-10bn) | 3.9% |
| Small cap (<$2bn) | 0.1% |
| Developed mkts. | 95.6% |
| Emerging mkts. | 0.4% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 93.7 % |
 |
IRELAND | 1.0 % |
Historical Performance
Standardized Performance (as of 03/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -4.6% | 17.4% | 12.2% | 17.5% | 7.9% | -- | -- | 10.8% |
| Dividend Yield | 0.0% | 1.3% | 1.2% | 1.3% | 5.3% | -- | -- | 4.4% |
| Total Returns | -4.6% | 18.7% | 13.4% | 18.8% | 13.1% | -- | -- | 15.2% | Ann. Volatility | 14.3% | 18.2% | 16.0% | 14.6% | 16.4% | -- | -- | 19.7% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.94 | 97% |
| MSCI EAFE | 0.82 | 64% |
| MSCI Emg Mkts | 0.66 | 54% |
Liquidity Measures
| Avg. volume (000) | 619 |
| ADV traded (mns) | $26 |
| Turnover | 0.5% |
| Avg. Bid/Ask (% of price) | 0.05% |
Technical Indicators
| 30d moving avg. (EMA) | $40.70 |
| Relative strength (RSI) | 59 |
| MACD/Signal | 0.62/0.44 |
| Bollinger Bands (Upper/Lower) | $43.21/$37.80 |
| 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 | 52.7% | +4 bp | +1.2% |
| SNPE | Xtrackers S&P 500 ESG ETF | 50.5% | -5 bp | -1.1% |
| SPXN | ProShares S&P 500 Ex-Financials ETF | 49.8% | -6 bp | -1.5% |
| USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 49.5% | -5 bp | -1.2% |
| QVML | Invesco S&P 500 QVM Multi-factor ETF | 49.3% | -4 bp | -1.2% |
| SPXV | ProShares S&P 500 Ex-Health Care ETF | 48.5% | -6 bp | -1.6% |
| JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 47.4% | +5 bp | -1.3% |
| QLC | FlexShares US Quality Large Cap Index Fund | 47.1% | +10 bp | -0.9% |
| GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 47.0% | -8 bp | -1.4% |
| PBUS | Invesco MSCI USA ETF | 46.9% | -11 bp | -1.3% |
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 5/1/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
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
6.2%
ALTAR SCORE™
65th
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 1,202 funds in the US Equity category with an average
ALTAR Score™ of 5.4% and a standard deviation
of 2.0%. RECS's ALTAR Score™ is approximately 0.4 standard
deviations above the category average. This places RECS in the 65th percentile
among funds in the category.
Sell-Side Consensus
$50.22
PRICE TARGET
+19.2%
UPSIDE