RECS vs. EVUS ETF Comparison
Comparison of Columbia Research Enhanced Core ETF (RECS) to iShares ESG Aware MSCI USA Value ETF (EVUS)
RECS
Columbia Research Enhanced Core ETF
RECS Description
The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Equity Index. The fund invests at least 80% of its assets in the securities of the index. The index is comprised of a subset of the companies within the Russell 1000® Index. The index was designed to reflect the performance of U.S. large- and mid-cap growth and value companies through the application of a rules-based methodology, which typically results in approximately 325-400 Index holdings, but this range can fluctuate because the index has no constraints on number of holdings.
Grade (RS Rating)
Last Trade
$33.70
Average Daily Volume
252,272
Number of Holdings
*
357
* may have additional holdings in another (foreign) market
EVUS
iShares ESG Aware MSCI USA Value ETF
EVUS Description
EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.Grade (RS Rating)
Last Trade
$29.79
Average Daily Volume
2,107
Number of Holdings
*
234
* may have additional holdings in another (foreign) market
Performance
| Period | RECS | EVUS |
|---|---|---|
| 30 Days | 2.09% | 3.88% |
| 60 Days | 3.72% | 6.21% |
| 90 Days | 4.85% | 8.96% |
| 12 Months | 32.65% | 24.19% |
84 Overlapping Holdings
| Symbol | Grade | Weight in RECS | Weight in EVUS | Overlap | |
|---|---|---|---|---|---|
| ABBV | C | 0.68% | 1.1% | 0.68% | |
| ADM | D | 0.15% | 0.12% | 0.12% | |
| ADP | B | 0.52% | 1.18% | 0.52% | |
| AIZ | B | 0.06% | 0.18% | 0.06% | |
| AMGN | B | 0.35% | 0.9% | 0.35% | |
| AMT | C | 0.62% | 0.72% | 0.62% | |
| AVTR | B | 0.12% | 0.12% | 0.12% | |
| BAC | D | 1.51% | 1.14% | 1.14% | |
| BG | D | 0.07% | 0.35% | 0.07% | |
| BIIB | F | 0.06% | 0.13% | 0.06% | |
| BK | B | 0.3% | 0.67% | 0.3% | |
| BLK | B | 0.74% | 0.28% | 0.28% | |
| BMY | C | 0.67% | 0.36% | 0.36% | |
| BR | D | 0.11% | 0.71% | 0.11% | |
| C | C | 0.63% | 0.59% | 0.59% | |
| CAG | C | 0.08% | 0.11% | 0.08% | |
| CAH | C | 0.19% | 0.31% | 0.19% | |
| CAT | B | 0.78% | 0.7% | 0.7% | |
| CBOE | C | 0.12% | 0.11% | 0.11% | |
| CI | C | 0.69% | 0.67% | 0.67% | |
| CMI | C | 0.19% | 0.67% | 0.19% | |
| CNC | D | 0.27% | 0.24% | 0.24% | |
| CSCO | C | 0.53% | 0.9% | 0.53% | |
| CVX | D | 0.75% | 1.14% | 0.75% | |
| DAL | C | 0.13% | 0.22% | 0.13% | |
| DHI | B | 0.21% | 0.2% | 0.2% | |
| DIS | D | 0.41% | 0.73% | 0.41% | |
| EA | D | 0.09% | 0.37% | 0.09% | |
| EIX | C | 0.26% | 0.29% | 0.26% | |
| EQIX | C | 0.45% | 0.59% | 0.45% | |
| EXC | C | 0.32% | 0.37% | 0.32% | |
| EXPD | C | 0.08% | 0.54% | 0.08% | |
| FANG | D | 0.1% | 0.11% | 0.1% | |
| FDX | C | 0.3% | 0.24% | 0.24% | |
| FOX | B | 0.01% | 0.11% | 0.01% | |
| FTV | C | 0.12% | 0.27% | 0.12% | |
| GILD | B | 0.19% | 0.93% | 0.19% | |
| GIS | B | 0.22% | 0.72% | 0.22% | |
| HCA | B | 0.53% | 0.36% | 0.36% | |
| HOLX | B | 0.13% | 0.15% | 0.13% | |
| HPE | D | 0.06% | 0.29% | 0.06% | |
| HPQ | D | 0.09% | 0.15% | 0.09% | |
| JNJ | C | 2.71% | 1.58% | 1.58% | |
| JNPR | B | 0.03% | 0.13% | 0.03% | |
| JPM | D | 3.38% | 2.43% | 2.43% | |
| K | B | 0.11% | 0.92% | 0.11% | |
| KHC | C | 0.16% | 0.31% | 0.16% | |
| KMB | D | 0.26% | 0.39% | 0.26% | |
| KR | C | 0.19% | 0.41% | 0.19% | |
| LDOS | B | 0.09% | 0.11% | 0.09% | |
| LYB | D | 0.2% | 0.09% | 0.09% | |
| MET | B | 0.26% | 0.5% | 0.26% | |
| MMC | C | 0.64% | 0.26% | 0.26% | |
| MMM | B | 0.34% | 0.64% | 0.34% | |
| MRO | C | 0.05% | 0.17% | 0.05% | |
| NI | B | 0.12% | 0.63% | 0.12% | |
| NTAP | D | 0.06% | 0.09% | 0.06% | |
| NUE | F | 0.28% | 0.25% | 0.25% | |
| OC | D | 0.06% | 0.18% | 0.06% | |
| PAYX | C | 0.2% | 0.12% | 0.12% | |
| PG | C | 2.18% | 1.58% | 1.58% | |
| PHM | B | 0.11% | 0.14% | 0.11% | |
| PPG | D | 0.24% | 0.36% | 0.24% | |
| PRU | C | 0.24% | 0.98% | 0.24% | |
| PSX | F | 0.17% | 0.33% | 0.17% | |
| PYPL | B | 0.41% | 0.2% | 0.2% | |
| QCOM | D | 0.49% | 0.66% | 0.49% | |
| REGN | C | 0.23% | 0.33% | 0.23% | |
| SOLV | C | 0.07% | 0.12% | 0.07% | |
| STLD | F | 0.13% | 0.09% | 0.09% | |
| STT | A | 0.14% | 0.16% | 0.14% | |
| SYF | C | 0.11% | 0.36% | 0.11% | |
| T | C | 0.38% | 0.37% | 0.37% | |
| TAP | D | 0.05% | 0.31% | 0.05% | |
| TGT | C | 0.36% | 0.43% | 0.36% | |
| TJX | B | 0.51% | 0.18% | 0.18% | |
| TMO | B | 1.57% | 0.14% | 0.14% | |
| UPS | D | 0.43% | 0.32% | 0.32% | |
| VLO | F | 0.13% | 0.23% | 0.13% | |
| WFC | D | 1.07% | 0.21% | 0.21% | |
| WTW | C | 0.17% | 0.13% | 0.13% | |
| WY | C | 0.13% | 0.28% | 0.13% | |
| XOM | C | 1.55% | 1.48% | 1.48% | |
| ZBH | F | 0.15% | 0.22% | 0.15% |
RECS Overweight 273 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | C | 8.23% | |
| AAPL | C | 8.23% | |
| NVDA | D | 7.43% | |
| AMZN | C | 4.88% | |
| META | B | 2.88% | |
| GOOGL | D | 2.22% | |
| GOOG | D | 1.88% | |
| PM | C | 1.04% | |
| MDT | C | 0.8% | |
| UNP | C | 0.7% | |
| UBER | C | 0.65% | |
| CRM | D | 0.62% | |
| ADBE | F | 0.59% | |
| LMT | C | 0.55% | |
| BKNG | C | 0.5% | |
| BDX | D | 0.46% | |
| MCK | F | 0.46% | |
| MO | C | 0.46% | |
| NOW | B | 0.46% | |
| CL | D | 0.45% | |
| CME | C | 0.45% | |
| INTU | C | 0.45% | |
| WM | D | 0.38% | |
| TT | B | 0.38% | |
| PH | B | 0.35% | |
| PCG | C | 0.34% | |
| CTAS | B | 0.32% | |
| SPG | B | 0.3% | |
| CSX | D | 0.3% | |
| XEL | B | 0.28% | |
| ALL | B | 0.28% | |
| PANW | D | 0.27% | |
| LRCX | F | 0.26% | |
| VRTX | D | 0.25% | |
| ANET | B | 0.25% | |
| VST | C | 0.25% | |
| PCAR | D | 0.23% | |
| ETR | B | 0.22% | |
| EOG | D | 0.21% | |
| PLTR | B | 0.2% | |
| DTE | C | 0.2% | |
| HLT | B | 0.2% | |
| ROST | C | 0.19% | |
| MSI | B | 0.19% | |
| MTD | D | 0.19% | |
| AEE | C | 0.18% | |
| LEN | B | 0.17% | |
| CSGP | D | 0.17% | |
| MPC | F | 0.17% | |
| OTIS | C | 0.17% | |
| PKG | B | 0.16% | |
| GPN | D | 0.16% | |
| FITB | B | 0.16% | |
| RCL | B | 0.15% | |
| CRWD | D | 0.15% | |
| WAB | B | 0.14% | |
| BAX | C | 0.14% | |
| VRT | C | 0.14% | |
| SBAC | C | 0.14% | |
| RJF | C | 0.13% | |
| TROW | D | 0.13% | |
| RS | D | 0.13% | |
| FCNCA | D | 0.13% | |
| ARE | C | 0.12% | |
| SPOT | B | 0.12% | |
| LULU | D | 0.12% | |
| FTNT | C | 0.12% | |
| CF | C | 0.12% | |
| RPM | B | 0.12% | |
| INVH | C | 0.12% | |
| BLDR | C | 0.11% | |
| OXY | F | 0.11% | |
| MPWR | C | 0.11% | |
| AES | C | 0.11% | |
| THC | A | 0.11% | |
| EVRG | B | 0.11% | |
| CE | F | 0.11% | |
| TTD | B | 0.11% | |
| DECK | C | 0.1% | |
| NVR | B | 0.1% | |
| EME | B | 0.09% | |
| VTRS | D | 0.09% | |
| CSL | B | 0.09% | |
| EG | C | 0.09% | |
| AMH | C | 0.08% | |
| EXP | B | 0.08% | |
| APP | C | 0.08% | |
| WPC | C | 0.08% | |
| UAL | C | 0.08% | |
| L | C | 0.08% | |
| RGA | C | 0.08% | |
| MAS | B | 0.08% | |
| DDOG | D | 0.08% | |
| MOS | F | 0.07% | |
| HST | C | 0.07% | |
| JLL | B | 0.07% | |
| CCL | C | 0.07% | |
| SNA | C | 0.07% | |
| QGEN | C | 0.07% | |
| WSM | D | 0.07% | |
| SWK | B | 0.07% | |
| SSNC | B | 0.07% | |
| GLPI | C | 0.07% | |
| EQH | C | 0.07% | |
| RPRX | C | 0.07% | |
| DELL | D | 0.07% | |
| FIX | B | 0.06% | |
| TOL | B | 0.06% | |
| CVNA | B | 0.06% | |
| MEDP | F | 0.06% | |
| JEF | B | 0.06% | |
| UNM | B | 0.06% | |
| ACM | B | 0.06% | |
| EWBC | D | 0.06% | |
| ALNY | C | 0.06% | |
| EXPE | C | 0.06% | |
| BURL | B | 0.06% | |
| TEAM | D | 0.06% | |
| XP | D | 0.05% | |
| LECO | F | 0.05% | |
| AOS | D | 0.05% | |
| INGR | B | 0.05% | |
| BRX | B | 0.05% | |
| BLD | D | 0.05% | |
| DKS | D | 0.05% | |
| FHN | D | 0.05% | |
| NNN | C | 0.05% | |
| ELAN | D | 0.05% | |
| SF | A | 0.05% | |
| ITT | B | 0.05% | |
| LPX | B | 0.05% | |
| CACI | B | 0.05% | |
| CTRA | D | 0.05% | |
| CW | B | 0.05% | |
| LVS | D | 0.05% | |
| GL | C | 0.05% | |
| APG | D | 0.04% | |
| OGN | D | 0.04% | |
| AXS | B | 0.04% | |
| NTNX | C | 0.04% | |
| XRAY | D | 0.04% | |
| AYI | B | 0.04% | |
| TPR | C | 0.04% | |
| ARMK | B | 0.04% | |
| LNW | B | 0.04% | |
| GNRC | D | 0.04% | |
| PSTG | F | 0.04% | |
| MTG | B | 0.04% | |
| WLK | D | 0.04% | |
| DCI | C | 0.04% | |
| WTFC | B | 0.04% | |
| ZION | D | 0.04% | |
| SEIC | C | 0.04% | |
| CRBG | D | 0.04% | |
| SWKS | D | 0.04% | |
| UGI | C | 0.04% | |
| STAG | C | 0.04% | |
| TXRH | C | 0.04% | |
| MANH | B | 0.04% | |
| ZS | F | 0.04% | |
| BRBR | C | 0.04% | |
| ACI | F | 0.04% | |
| VRSN | D | 0.04% | |
| OLN | D | 0.04% | |
| PINS | F | 0.04% | |
| ZM | C | 0.04% | |
| MRNA | F | 0.04% | |
| JAZZ | D | 0.04% | |
| CLF | F | 0.04% | |
| SON | C | 0.04% | |
| NBIX | F | 0.03% | |
| OZK | D | 0.03% | |
| RYN | C | 0.03% | |
| SLM | D | 0.03% | |
| ESAB | C | 0.03% | |
| RL | C | 0.03% | |
| BMRN | F | 0.03% | |
| PRGO | D | 0.03% | |
| JHG | B | 0.03% | |
| NEU | D | 0.03% | |
| FLS | D | 0.03% | |
| LNC | D | 0.03% | |
| MSA | D | 0.03% | |
| COLB | B | 0.03% | |
| R | A | 0.03% | |
| DOCU | C | 0.03% | |
| NTRA | C | 0.03% | |
| RHI | D | 0.03% | |
| AMG | C | 0.03% | |
| WYNN | D | 0.03% | |
| CNM | F | 0.03% | |
| FFIV | B | 0.03% | |
| CROX | D | 0.03% | |
| KEX | C | 0.03% | |
| G | C | 0.03% | |
| BEN | F | 0.03% | |
| UTHR | C | 0.03% | |
| SAIC | C | 0.03% | |
| FTI | D | 0.03% | |
| MHK | C | 0.03% | |
| MIDD | D | 0.03% | |
| HRB | C | 0.03% | |
| MGM | F | 0.03% | |
| ASH | D | 0.03% | |
| WCC | D | 0.03% | |
| SKX | D | 0.03% | |
| ALSN | B | 0.03% | |
| COKE | C | 0.03% | |
| M | F | 0.02% | |
| DBX | D | 0.02% | |
| GTLB | D | 0.02% | |
| VIRT | C | 0.02% | |
| GAP | F | 0.02% | |
| CIVI | F | 0.02% | |
| PK | D | 0.02% | |
| MAN | C | 0.02% | |
| GTES | C | 0.02% | |
| SRPT | D | 0.02% | |
| PINC | C | 0.02% | |
| CRUS | D | 0.02% | |
| SMAR | C | 0.02% | |
| MSM | D | 0.02% | |
| AZTA | F | 0.02% | |
| LSCC | D | 0.02% | |
| CWEN | C | 0.02% | |
| HIW | B | 0.02% | |
| EPR | B | 0.02% | |
| CIEN | C | 0.02% | |
| NYT | C | 0.02% | |
| WFRD | F | 0.02% | |
| THO | D | 0.02% | |
| PVH | F | 0.02% | |
| WU | F | 0.02% | |
| MTCH | C | 0.02% | |
| WH | B | 0.02% | |
| DTM | B | 0.02% | |
| DINO | F | 0.02% | |
| LEA | F | 0.02% | |
| H | C | 0.02% | |
| FOXA | B | 0.02% | |
| EEFT | D | 0.02% | |
| ROKU | C | 0.02% | |
| INCY | C | 0.02% | |
| SNX | D | 0.02% | |
| SMG | C | 0.02% | |
| KRC | B | 0.02% | |
| NWSA | D | 0.02% | |
| EXAS | C | 0.02% | |
| QRVO | F | 0.02% | |
| LEN | B | 0.01% | |
| CNA | C | 0.01% | |
| ADTN | D | 0.01% | |
| NWS | D | 0.01% | |
| CWEN | C | 0.01% | |
| PEGA | C | 0.01% | |
| APLS | F | 0.01% | |
| AMKR | F | 0.01% | |
| REYN | C | 0.01% | |
| PPC | D | 0.01% | |
| RARE | B | 0.01% | |
| CRI | D | 0.01% | |
| COLM | C | 0.01% | |
| TNL | D | 0.01% | |
| IONS | F | 0.01% | |
| SAM | F | 0.01% | |
| PATH | D | 0.01% | |
| BILL | D | 0.01% | |
| VKTX | C | 0.01% | |
| EXEL | C | 0.01% | |
| PLTK | C | 0.0% | |
| SEB | D | 0.0% | |
| DDS | F | 0.0% | |
| ALGM | F | 0.0% |
RECS Underweight 150 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | C | -3.03% | |
| UNH | C | -2.16% | |
| HD | B | -1.99% | |
| KO | C | -1.96% | |
| TXN | C | -1.5% | |
| IBM | B | -1.23% | |
| BRK.A | C | -1.17% | |
| ORCL | C | -1.16% | |
| PEP | C | -0.98% | |
| ELV | C | -0.94% | |
| PEG | B | -0.92% | |
| NEE | C | -0.92% | |
| VZ | B | -0.87% | |
| DHR | B | -0.86% | |
| AXP | B | -0.84% | |
| MS | D | -0.82% | |
| RTX | C | -0.81% | |
| HON | D | -0.79% | |
| COP | D | -0.77% | |
| LOW | B | -0.75% | |
| GS | C | -0.71% | |
| SPGI | B | -0.7% | |
| CCI | C | -0.7% | |
| ECL | B | -0.68% | |
| CRH | B | -0.68% | |
| MCD | B | -0.66% | |
| PFE | C | -0.66% | |
| MRK | D | -0.64% | |
| OKE | B | -0.64% | |
| KMI | B | -0.63% | |
| PNR | B | -0.57% | |
| ACN | C | -0.57% | |
| NXPI | F | -0.56% | |
| PNC | B | -0.55% | |
| LIN | B | -0.53% | |
| COR | D | -0.5% | |
| INTC | F | -0.48% | |
| ZTS | C | -0.48% | |
| HIG | B | -0.48% | |
| WELL | C | -0.45% | |
| XYL | C | -0.45% | |
| NOC | B | -0.44% | |
| CLX | C | -0.44% | |
| DE | B | -0.44% | |
| TRV | C | -0.44% | |
| LKQ | F | -0.43% | |
| CARR | B | -0.42% | |
| FERG | D | -0.42% | |
| CMS | C | -0.41% | |
| DLR | B | -0.41% | |
| MU | F | -0.4% | |
| PGR | B | -0.4% | |
| CHRW | B | -0.38% | |
| SBUX | C | -0.38% | |
| CMCSA | D | -0.38% | |
| NEM | B | -0.36% | |
| IRM | C | -0.36% | |
| COO | B | -0.35% | |
| KEYS | C | -0.35% | |
| PLD | C | -0.35% | |
| STE | C | -0.35% | |
| NDAQ | A | -0.35% | |
| OVV | F | -0.35% | |
| DFS | B | -0.35% | |
| JCI | B | -0.34% | |
| ANSS | D | -0.34% | |
| FI | A | -0.32% | |
| CBRE | A | -0.32% | |
| BBY | C | -0.32% | |
| SCHW | D | -0.31% | |
| FLUT | B | -0.31% | |
| D | C | -0.29% | |
| ADI | C | -0.29% | |
| DGX | B | -0.29% | |
| SLB | F | -0.27% | |
| FBIN | B | -0.27% | |
| ED | C | -0.27% | |
| CHD | D | -0.27% | |
| ES | C | -0.26% | |
| KDP | B | -0.26% | |
| USB | B | -0.26% | |
| TSCO | C | -0.25% | |
| BKR | C | -0.25% | |
| URI | B | -0.25% | |
| ABT | C | -0.25% | |
| ETN | C | -0.25% | |
| FIS | B | -0.25% | |
| HBAN | B | -0.24% | |
| AFL | C | -0.23% | |
| J | C | -0.23% | |
| CNH | D | -0.23% | |
| TFC | C | -0.22% | |
| LH | C | -0.21% | |
| A | C | -0.21% | |
| WTRG | D | -0.21% | |
| TFX | C | -0.2% | |
| ACGL | C | -0.19% | |
| FDS | C | -0.18% | |
| HII | D | -0.17% | |
| GEV | B | -0.16% | |
| JBHT | D | -0.16% | |
| IEX | D | -0.16% | |
| ALLE | B | -0.16% | |
| MKC | C | -0.16% | |
| TRMB | C | -0.16% | |
| CPB | C | -0.15% | |
| NTRS | A | -0.14% | |
| AKAM | D | -0.14% | |
| COF | B | -0.14% | |
| IP | B | -0.14% | |
| IFF | B | -0.14% | |
| ROK | D | -0.13% | |
| CB | B | -0.13% | |
| WMB | B | -0.13% | |
| FSLR | C | -0.13% | |
| HUBB | B | -0.13% | |
| HRL | C | -0.13% | |
| HUM | F | -0.12% | |
| BALL | C | -0.12% | |
| DOW | D | -0.12% | |
| PFG | B | -0.12% | |
| WDC | D | -0.12% | |
| EQT | D | -0.12% | |
| BXP | B | -0.12% | |
| IR | C | -0.12% | |
| ITW | C | -0.11% | |
| ULTA | D | -0.11% | |
| STZ | D | -0.11% | |
| AVY | C | -0.11% | |
| MKTX | C | -0.11% | |
| ICE | C | -0.11% | |
| PSA | B | -0.11% | |
| CVS | D | -0.1% | |
| AZPN | B | -0.1% | |
| NKE | D | -0.1% | |
| IPG | C | -0.1% | |
| MDLZ | B | -0.1% | |
| DOV | B | -0.1% | |
| APD | B | -0.1% | |
| CCK | A | -0.1% | |
| GEHC | C | -0.1% | |
| GEN | B | -0.1% | |
| TWLO | D | -0.1% | |
| RMD | C | -0.1% | |
| SYY | D | -0.1% | |
| TTC | D | -0.09% | |
| KMX | D | -0.09% | |
| DD | B | -0.09% | |
| DG | F | -0.07% | |
| DLTR | F | -0.07% |
RECS: Top Represented Industries & Keywords
Industries:
Software - Application
Biotechnology
Diversified Industrials
Asset Management
Semiconductors
Software - Infrastructure
Business Services
Banks - Regional - US
Internet Content & Information
Packaged Foods
Specialty Chemicals
Utilities - Regulated Electric
Building Materials
Communication Equipment
Diagnostics & Research
Drug Manufacturers - Major
Oil & Gas E&P
Banks - Global
Insurance - Life
Residential Construction
EVUS: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Packaged Foods
Business Services
Capital Markets
Health Care Plans
Semiconductors
Specialty Chemicals
Credit Services
Diagnostics & Research
Integrated Shipping & Logistics
Medical Instruments & Supplies
Oil & Gas E&P
Software - Application
Utilities - Regulated Electric
Asset Management
Banks - Global
Banks - Regional - US
Household & Personal Products
Insurance - Diversified
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