REVS
Columbia Research Enhanced Value ETF
REVS tracks an index of US stocks pulled from the Russell 1000 Value Index. REVS index uses multifactor selection and market cap weighting.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 291.8 M
ASSETS UNDER MGMT
19 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
| EXXON MOBIL CORP | 3.5 % |
| PROCTER & GAMBLE CO/THE | 3.3 % |
| ALPHABET INC. CLASS A | 3.3 % |
| WELLS FARGO & CO | 3.2 % |
| CISCO SYSTEMS INC | 3.0 % |
| ALPHABET INC. CLASS C | 2.6 % |
| CITIGROUP INC | 2.3 % |
| PFIZER INC | 2.2 % |
| ADVANCED MICRO DEVICES | 2.0 % |
| CHEVRON CORP | 1.9 % |
Constituent Breakdown
| Number of holdings | 313 |
| Herfindahl-Hirschman Index | 124 |
| Wgt avg mkt cap (mns) | $328,183 |
| Large cap (>$10bn) | 91.9% |
| Mid cap ($2-10bn) | 6.1% |
| Small cap (<$2bn) | 0.1% |
| Developed mkts. | 98.1% |
| Emerging mkts. | 0.1% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 95.6 % |
 |
IRELAND | 1.1 % |
 |
BRITAIN | 0.6 % |
Historical Performance
Standardized Performance (as of 04/30/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 8.9% | 26.5% | 16.0% | 15.0% | 9.3% | -- | -- | 6.8% |
| Dividend Yield | 0.0% | 2.7% | 2.3% | 2.5% | 2.2% | -- | -- | 5.9% |
| Total Returns | 8.9% | 29.2% | 18.3% | 17.5% | 11.5% | -- | -- | 12.7% | Ann. Volatility | 12.8% | 12.0% | 14.4% | 13.4% | 15.0% | -- | -- | 19.2% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.78 | 64% |
| MSCI EAFE | 0.58 | 49% |
| MSCI Emg Mkts | 0.38 | 34% |
Liquidity Measures
| Avg. volume (000) | 37 |
| ADV traded (mns) | $1 |
| Turnover | 0.4% |
| Avg. Bid/Ask (% of price) | 0.26% |
Technical Indicators
| 30d moving avg. (EMA) | $30.50 |
| Relative strength (RSI) | 63 |
| MACD/Signal | 0.34/0.35 |
| Bollinger Bands (Upper/Lower) | $31.38/$30.20 |
| Short interest (% of AUM) | 0.6% |
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. REVS |
Expenses vs. REVS |
ALTAR Score™ vs. REVS |
|---|---|---|---|---|
| RECS | Columbia Research Enhanced Core ETF | 54.6% | -4 bp | -1.2% |
| LVDS | JPMorgan Fundamental Data Science Large Value ETF | 36.3% | +30 bp | -1.8% |
| STXV | Strive 1000 Value ETF | 36.3% | -1 bp | +0.1% |
| FNDX | Schwab Fundamental US Large Co. Index ETF | 34.5% | +6 bp | -0.8% |
| GVUS | Marketbeta Russell 1000 Value Equity ETF | 33.9% | -7 bp | -1.4% |
| IWD | iShares Russell 1000 Value ETF | 33.7% | 0 bp | -1.5% |
| VONV | Vanguard Russell 1000 Value ETF | 33.4% | -12 bp | -1.4% |
| DFLV | Dimensional US Large Cap Value ETF | 33.4% | +3 bp | -0.5% |
| IWS | iShares Russell Mid-Cap Value ETF | 33.1% | +4 bp | -0.7% |
| FNDB | Schwab Fundamental US Broad Market Index ETF | 33.0% | +6 bp | -0.8% |
Risk and Returns: REVS 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 5/27/2026
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
7.3%
ALTAR SCORE™
82nd
PERCENTILE
SPECULATIVE
ETFRC RATING
There are 1,348 funds in the US Equity category with an average
ALTAR Score™ of 5.4% and a standard deviation
of 2.0%. REVS's ALTAR Score™ is approximately 0.9 standard
deviations above the category average. This places REVS in the 82nd percentile
among funds in the category.
Sell-Side Consensus
$34.15
PRICE TARGET
+8.2%
UPSIDE