RECS vs. HELO ETF Comparison
Comparison of Columbia Research Enhanced Core ETF (RECS) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
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
$35.65
Average Daily Volume
393,572
Number of Holdings
*
361
* may have additional holdings in another (foreign) market
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
HELO Description
The fund seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, it invests at least 80% of its assets in equity securities. The fund uses an enhanced index strategy to invest in equity securities similar to those in the S&P 500 Index, which primarily consist of common stocks of large capitalization U.S. companies.Grade (RS Rating)
Last Trade
$62.66
Average Daily Volume
282,728
Number of Holdings
*
161
* may have additional holdings in another (foreign) market
Performance
| Period | RECS | HELO |
|---|---|---|
| 30 Days | 3.51% | 1.57% |
| 60 Days | 5.75% | 3.39% |
| 90 Days | 7.12% | 4.59% |
| 12 Months | 35.12% | 20.91% |
74 Overlapping Holdings
| Symbol | Grade | Weight in RECS | Weight in HELO | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 8.2% | 6.83% | 6.83% | |
| ABBV | D | 0.55% | 1.14% | 0.55% | |
| ADBE | C | 0.52% | 0.18% | 0.18% | |
| AMZN | C | 4.7% | 4.5% | 4.5% | |
| ANET | C | 0.25% | 0.15% | 0.15% | |
| BAC | A | 1.67% | 1.26% | 1.26% | |
| BAX | D | 0.1% | 0.06% | 0.06% | |
| BIIB | F | 0.04% | 0.12% | 0.04% | |
| BKNG | A | 0.6% | 0.75% | 0.6% | |
| BMRN | D | 0.02% | 0.03% | 0.02% | |
| BMY | B | 0.73% | 0.68% | 0.68% | |
| BURL | A | 0.06% | 0.24% | 0.06% | |
| C | A | 0.7% | 0.3% | 0.3% | |
| CI | F | 0.57% | 0.34% | 0.34% | |
| CME | A | 0.44% | 0.59% | 0.44% | |
| CRM | B | 0.74% | 1.15% | 0.74% | |
| CSX | B | 0.29% | 0.41% | 0.29% | |
| CVX | A | 0.8% | 0.18% | 0.18% | |
| DAL | C | 0.18% | 0.23% | 0.18% | |
| DIS | B | 0.48% | 0.31% | 0.31% | |
| EOG | A | 0.23% | 0.47% | 0.23% | |
| EQIX | A | 0.45% | 0.07% | 0.07% | |
| EXPE | B | 0.08% | 0.29% | 0.08% | |
| FANG | D | 0.1% | 0.31% | 0.1% | |
| FDX | B | 0.28% | 0.33% | 0.28% | |
| FITB | A | 0.17% | 0.48% | 0.17% | |
| GOOG | C | 1.97% | 1.46% | 1.46% | |
| GOOGL | C | 2.33% | 2.09% | 2.09% | |
| HCA | F | 0.4% | 0.11% | 0.11% | |
| HLT | A | 0.22% | 0.36% | 0.22% | |
| HPE | B | 0.07% | 0.18% | 0.07% | |
| INTU | C | 0.43% | 0.51% | 0.43% | |
| JNJ | D | 2.34% | 0.51% | 0.51% | |
| LDOS | C | 0.09% | 0.39% | 0.09% | |
| LEN | D | 0.0% | 0.14% | 0.0% | |
| LEN | D | 0.14% | 0.14% | 0.14% | |
| LRCX | F | 0.23% | 0.37% | 0.23% | |
| LULU | C | 0.13% | 0.13% | 0.13% | |
| LYB | F | 0.16% | 0.23% | 0.16% | |
| MAS | D | 0.07% | 0.23% | 0.07% | |
| MCK | B | 0.51% | 0.16% | 0.16% | |
| MDT | D | 0.68% | 0.46% | 0.46% | |
| MET | A | 0.25% | 0.3% | 0.25% | |
| META | D | 2.88% | 2.9% | 2.88% | |
| MMC | B | 0.58% | 0.14% | 0.14% | |
| MO | A | 0.47% | 0.15% | 0.15% | |
| MSFT | F | 7.47% | 7.13% | 7.13% | |
| MSI | B | 0.2% | 0.17% | 0.17% | |
| NBIX | C | 0.02% | 0.08% | 0.02% | |
| NOW | A | 0.5% | 0.94% | 0.5% | |
| NUE | C | 0.27% | 0.11% | 0.11% | |
| NVDA | C | 8.6% | 7.8% | 7.8% | |
| OTIS | C | 0.17% | 0.5% | 0.17% | |
| PCAR | B | 0.25% | 0.18% | 0.18% | |
| PCG | A | 0.34% | 0.5% | 0.34% | |
| PG | A | 1.98% | 0.14% | 0.14% | |
| PM | B | 1.01% | 0.32% | 0.32% | |
| PPG | F | 0.22% | 0.21% | 0.21% | |
| RCL | A | 0.19% | 0.34% | 0.19% | |
| REGN | F | 0.15% | 0.45% | 0.15% | |
| ROST | C | 0.16% | 0.44% | 0.16% | |
| SBAC | D | 0.12% | 0.31% | 0.12% | |
| SRPT | D | 0.01% | 0.03% | 0.01% | |
| T | A | 0.37% | 0.18% | 0.18% | |
| TGT | F | 0.27% | 0.14% | 0.14% | |
| TMO | F | 1.23% | 0.89% | 0.89% | |
| TT | A | 0.41% | 0.96% | 0.41% | |
| UBER | D | 0.6% | 0.58% | 0.58% | |
| UNP | C | 0.61% | 0.17% | 0.17% | |
| UPS | C | 0.41% | 0.54% | 0.41% | |
| VRTX | F | 0.21% | 0.6% | 0.21% | |
| VST | B | 0.4% | 0.1% | 0.1% | |
| WFC | A | 1.38% | 1.0% | 1.0% | |
| XOM | B | 1.56% | 1.43% | 1.43% |
RECS Overweight 287 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | 3.69% | |
| CAT | B | 0.81% | |
| BLK | C | 0.79% | |
| FI | A | 0.66% | |
| CSCO | B | 0.56% | |
| ADP | B | 0.52% | |
| LMT | D | 0.49% | |
| TJX | A | 0.48% | |
| AMT | D | 0.48% | |
| PYPL | B | 0.45% | |
| QCOM | F | 0.42% | |
| BDX | F | 0.41% | |
| PH | A | 0.38% | |
| CL | D | 0.37% | |
| WM | A | 0.37% | |
| PLTR | B | 0.33% | |
| CTAS | B | 0.32% | |
| SPG | B | 0.31% | |
| MMM | D | 0.3% | |
| BK | A | 0.3% | |
| AMGN | D | 0.29% | |
| XEL | A | 0.29% | |
| EXC | C | 0.29% | |
| PANW | C | 0.28% | |
| ALL | A | 0.27% | |
| COR | B | 0.25% | |
| PRU | A | 0.24% | |
| ETR | B | 0.24% | |
| EIX | B | 0.24% | |
| KMB | D | 0.23% | |
| APP | B | 0.21% | |
| CMI | A | 0.21% | |
| VRT | B | 0.21% | |
| CRWD | B | 0.2% | |
| CNC | D | 0.2% | |
| CAH | B | 0.19% | |
| KR | B | 0.19% | |
| DTE | C | 0.19% | |
| PAYX | C | 0.19% | |
| GILD | C | 0.19% | |
| AEE | A | 0.18% | |
| PKG | A | 0.17% | |
| WTW | B | 0.17% | |
| DHI | D | 0.17% | |
| GIS | D | 0.17% | |
| SPOT | B | 0.16% | |
| CSGP | D | 0.16% | |
| PSX | C | 0.16% | |
| STLD | B | 0.16% | |
| RJF | A | 0.16% | |
| MPC | D | 0.16% | |
| WAB | B | 0.15% | |
| STT | A | 0.15% | |
| FCNCA | A | 0.15% | |
| MTD | D | 0.15% | |
| GPN | B | 0.15% | |
| TROW | B | 0.14% | |
| UAL | A | 0.14% | |
| SYF | B | 0.14% | |
| RS | B | 0.14% | |
| ZBH | C | 0.14% | |
| FTNT | C | 0.14% | |
| TTD | B | 0.13% | |
| CF | B | 0.13% | |
| ADM | D | 0.13% | |
| VLO | C | 0.13% | |
| RPM | A | 0.13% | |
| KHC | F | 0.13% | |
| NI | A | 0.12% | |
| EVRG | A | 0.11% | |
| EME | C | 0.11% | |
| INVH | D | 0.11% | |
| BR | A | 0.11% | |
| FTV | C | 0.11% | |
| HOLX | D | 0.11% | |
| WY | D | 0.11% | |
| CBOE | B | 0.11% | |
| DDOG | A | 0.1% | |
| DECK | A | 0.1% | |
| VTRS | A | 0.1% | |
| OXY | D | 0.1% | |
| EA | A | 0.1% | |
| K | A | 0.1% | |
| EG | C | 0.09% | |
| HPQ | B | 0.09% | |
| CCL | B | 0.09% | |
| CSL | C | 0.09% | |
| CVNA | B | 0.09% | |
| TEAM | A | 0.09% | |
| DELL | C | 0.09% | |
| THC | D | 0.09% | |
| PHM | D | 0.09% | |
| BLDR | D | 0.09% | |
| ARE | D | 0.09% | |
| EWBC | A | 0.08% | |
| RGA | A | 0.08% | |
| L | A | 0.08% | |
| WSM | B | 0.08% | |
| SNA | A | 0.08% | |
| EQH | B | 0.08% | |
| NVR | D | 0.08% | |
| AVTR | F | 0.08% | |
| SSNC | B | 0.07% | |
| FIX | A | 0.07% | |
| GLPI | C | 0.07% | |
| JEF | A | 0.07% | |
| OC | A | 0.07% | |
| EXPD | D | 0.07% | |
| AES | F | 0.07% | |
| UNM | A | 0.07% | |
| EXP | A | 0.07% | |
| SWK | D | 0.06% | |
| FHN | A | 0.06% | |
| CTRA | B | 0.06% | |
| AIZ | A | 0.06% | |
| BG | F | 0.06% | |
| CE | F | 0.06% | |
| NTAP | C | 0.06% | |
| QGEN | D | 0.06% | |
| LVS | C | 0.06% | |
| SF | B | 0.06% | |
| MOS | F | 0.06% | |
| JLL | D | 0.06% | |
| SOLV | C | 0.06% | |
| HST | C | 0.06% | |
| CAG | D | 0.06% | |
| ACM | A | 0.06% | |
| MPWR | F | 0.06% | |
| WPC | D | 0.06% | |
| RPRX | D | 0.06% | |
| AMH | D | 0.06% | |
| ZION | B | 0.05% | |
| MRO | B | 0.05% | |
| INGR | B | 0.05% | |
| BRX | A | 0.05% | |
| LECO | B | 0.05% | |
| MEDP | D | 0.05% | |
| BRBR | A | 0.05% | |
| GL | B | 0.05% | |
| ZM | B | 0.05% | |
| TAP | C | 0.05% | |
| ITT | A | 0.05% | |
| TOL | B | 0.05% | |
| LPX | B | 0.05% | |
| CW | B | 0.05% | |
| ALNY | D | 0.05% | |
| FTI | A | 0.04% | |
| APG | B | 0.04% | |
| NTRA | B | 0.04% | |
| ARMK | B | 0.04% | |
| CNM | D | 0.04% | |
| AXS | A | 0.04% | |
| OLN | D | 0.04% | |
| MANH | D | 0.04% | |
| AOS | F | 0.04% | |
| GEN | B | 0.04% | |
| DOCU | A | 0.04% | |
| UGI | A | 0.04% | |
| VRSN | F | 0.04% | |
| SON | D | 0.04% | |
| PSTG | D | 0.04% | |
| ACI | C | 0.04% | |
| BLD | D | 0.04% | |
| DCI | B | 0.04% | |
| WCC | B | 0.04% | |
| DKS | C | 0.04% | |
| NTNX | A | 0.04% | |
| PINS | D | 0.04% | |
| CLF | F | 0.04% | |
| NNN | D | 0.04% | |
| AYI | B | 0.04% | |
| CRBG | B | 0.04% | |
| ALSN | B | 0.04% | |
| ELAN | D | 0.04% | |
| SEIC | B | 0.04% | |
| TPR | B | 0.04% | |
| GNRC | B | 0.04% | |
| WTFC | A | 0.04% | |
| ZS | C | 0.04% | |
| TXRH | C | 0.04% | |
| JAZZ | B | 0.04% | |
| CACI | D | 0.04% | |
| NWSA | B | 0.03% | |
| MHK | D | 0.03% | |
| SAIC | F | 0.03% | |
| OZK | B | 0.03% | |
| HRB | D | 0.03% | |
| SLM | A | 0.03% | |
| DTM | B | 0.03% | |
| RL | B | 0.03% | |
| SKX | D | 0.03% | |
| AMG | B | 0.03% | |
| ASH | D | 0.03% | |
| JNPR | F | 0.03% | |
| ESAB | B | 0.03% | |
| LNW | D | 0.03% | |
| JHG | A | 0.03% | |
| MGM | D | 0.03% | |
| LNC | B | 0.03% | |
| MIDD | C | 0.03% | |
| R | B | 0.03% | |
| RHI | B | 0.03% | |
| SWKS | F | 0.03% | |
| KEX | C | 0.03% | |
| UTHR | C | 0.03% | |
| WLK | D | 0.03% | |
| BEN | C | 0.03% | |
| WYNN | D | 0.03% | |
| FFIV | B | 0.03% | |
| COKE | C | 0.03% | |
| COLB | A | 0.03% | |
| STAG | F | 0.03% | |
| MTG | C | 0.03% | |
| G | B | 0.03% | |
| FLS | B | 0.03% | |
| XP | F | 0.03% | |
| QRVO | F | 0.02% | |
| DBX | B | 0.02% | |
| AZTA | D | 0.02% | |
| PK | B | 0.02% | |
| CIVI | D | 0.02% | |
| VIRT | B | 0.02% | |
| MSM | C | 0.02% | |
| GTLB | B | 0.02% | |
| CWEN | C | 0.02% | |
| EPR | D | 0.02% | |
| LSCC | D | 0.02% | |
| HIW | D | 0.02% | |
| EXAS | D | 0.02% | |
| MTCH | D | 0.02% | |
| WFRD | D | 0.02% | |
| SMAR | A | 0.02% | |
| EXEL | B | 0.02% | |
| NYT | C | 0.02% | |
| GTES | A | 0.02% | |
| WU | D | 0.02% | |
| DINO | D | 0.02% | |
| LEA | D | 0.02% | |
| PVH | C | 0.02% | |
| ROKU | D | 0.02% | |
| THO | B | 0.02% | |
| BILL | A | 0.02% | |
| INCY | C | 0.02% | |
| CROX | D | 0.02% | |
| MRNA | F | 0.02% | |
| H | B | 0.02% | |
| CIEN | B | 0.02% | |
| SNX | C | 0.02% | |
| KRC | C | 0.02% | |
| EEFT | B | 0.02% | |
| RYN | D | 0.02% | |
| OGN | D | 0.02% | |
| PRGO | B | 0.02% | |
| XRAY | F | 0.02% | |
| SMG | D | 0.02% | |
| WH | B | 0.02% | |
| FOXA | B | 0.02% | |
| NEU | C | 0.02% | |
| MSA | D | 0.02% | |
| CNA | B | 0.01% | |
| APLS | D | 0.01% | |
| CRI | D | 0.01% | |
| ALGM | D | 0.01% | |
| CWEN | C | 0.01% | |
| RARE | D | 0.01% | |
| AMKR | D | 0.01% | |
| REYN | D | 0.01% | |
| ADTN | A | 0.01% | |
| NWS | B | 0.01% | |
| ROIV | C | 0.01% | |
| COLM | B | 0.01% | |
| IONS | F | 0.01% | |
| PEGA | A | 0.01% | |
| SAM | C | 0.01% | |
| VKTX | F | 0.01% | |
| PPC | C | 0.01% | |
| TNL | A | 0.01% | |
| MAN | D | 0.01% | |
| CRUS | D | 0.01% | |
| PATH | C | 0.01% | |
| FOX | A | 0.01% | |
| M | D | 0.01% | |
| PINC | B | 0.01% | |
| GAP | C | 0.01% | |
| PLTK | B | 0.0% | |
| SEB | F | 0.0% | |
| DDS | B | 0.0% |
RECS Underweight 88 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| MA | C | -1.72% | |
| UNH | C | -1.62% | |
| TSLA | B | -1.58% | |
| BRK.A | B | -1.53% | |
| V | A | -1.49% | |
| LLY | F | -1.07% | |
| AVGO | D | -1.02% | |
| LOW | D | -0.99% | |
| HON | B | -0.98% | |
| TXN | C | -0.87% | |
| SO | D | -0.84% | |
| NEE | D | -0.83% | |
| PEP | F | -0.83% | |
| LIN | D | -0.82% | |
| COP | C | -0.81% | |
| MCD | D | -0.81% | |
| SYK | C | -0.76% | |
| GS | A | -0.75% | |
| PGR | A | -0.75% | |
| NXPI | D | -0.72% | |
| ADI | D | -0.72% | |
| MDLZ | F | -0.72% | |
| CMCSA | B | -0.71% | |
| DE | A | -0.68% | |
| AZO | C | -0.65% | |
| KO | D | -0.63% | |
| HWM | A | -0.62% | |
| MU | D | -0.57% | |
| TFC | A | -0.56% | |
| COST | B | -0.53% | |
| BSX | B | -0.52% | |
| TDG | D | -0.52% | |
| FIS | C | -0.52% | |
| CMG | B | -0.51% | |
| PLD | D | -0.5% | |
| YUM | B | -0.5% | |
| CTSH | B | -0.49% | |
| CPAY | A | -0.47% | |
| CARR | D | -0.46% | |
| AMD | F | -0.45% | |
| DHR | F | -0.44% | |
| AON | A | -0.44% | |
| SCHW | B | -0.42% | |
| STX | D | -0.41% | |
| DLR | B | -0.39% | |
| VTR | C | -0.39% | |
| ETN | A | -0.38% | |
| ORCL | B | -0.36% | |
| DOW | F | -0.35% | |
| TRV | B | -0.34% | |
| USB | A | -0.33% | |
| MNST | C | -0.32% | |
| CHD | B | -0.3% | |
| TXT | D | -0.29% | |
| WELL | A | -0.27% | |
| KVUE | A | -0.26% | |
| CHTR | C | -0.25% | |
| BKR | B | -0.24% | |
| MRK | F | -0.24% | |
| IR | B | -0.23% | |
| ACN | C | -0.21% | |
| AXP | A | -0.21% | |
| BBY | D | -0.2% | |
| AMP | A | -0.2% | |
| KKR | A | -0.2% | |
| ABT | B | -0.19% | |
| ELS | C | -0.19% | |
| WDC | D | -0.18% | |
| NOC | D | -0.17% | |
| CDNS | B | -0.17% | |
| TMUS | B | -0.17% | |
| MLM | B | -0.16% | |
| HUM | C | -0.16% | |
| SQ | B | -0.14% | |
| URI | B | -0.13% | |
| PFG | D | -0.13% | |
| FICO | B | -0.12% | |
| DASH | A | -0.11% | |
| CMS | C | -0.1% | |
| APTV | D | -0.1% | |
| WMG | C | -0.1% | |
| SIRI | C | -0.07% | |
| EQT | B | -0.06% | |
| MRVL | B | -0.06% | |
| AME | A | -0.06% | |
| EL | F | -0.05% | |
| NRG | B | -0.04% | |
| LKQ | D | -0.02% |
RECS: Top Represented Industries & Keywords
Industries:
Software - Application
Biotechnology
Diversified Industrials
Asset Management
Business Services
Semiconductors
Software - Infrastructure
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
HELO: Top Represented Industries & Keywords
Industries:
Semiconductors
Software - Application
Drug Manufacturers - Major
Biotechnology
Household & Personal Products
Medical Devices
Oil & Gas E&P
Specialty Industrial Machinery
Utilities - Regulated Electric
Aerospace & Defense
Banks - Global
Banks - Regional - US
Beverages - Soft Drinks
Credit Services
Discount Stores
Diversified Industrials
Health Care Plans
Information Technology Services
Internet Content & Information
Restaurants
Compare ETFs
