RECS vs. JQUA ETF Comparison

Comparison of Columbia Research Enhanced Core ETF (RECS) to JPMorgan U.S. Quality Factor ETF (JQUA)
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

$33.87

Average Daily Volume

304,307

Number of Holdings *

357

* may have additional holdings in another (foreign) market
JQUA

JPMorgan U.S. Quality Factor ETF

JQUA Description The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan US Quality Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent quality factor characteristics.

Grade (RS Rating)

Last Trade

$56.66

Average Daily Volume

435,603

Number of Holdings *

275

* may have additional holdings in another (foreign) market
Performance
Period RECS JQUA
30 Days 3.93% 3.81%
60 Days 10.18% 10.81%
90 Days 3.20% 6.49%
12 Months 37.24% 33.74%
132 Overlapping Holdings
Symbol Grade Weight in RECS Weight in JQUA Overlap
AAPL C 8.51% 1.96% 1.96%
ABBV C 0.65% 1.37% 0.65%
ADBE F 0.57% 0.84% 0.57%
ADP A 0.5% 0.54% 0.5%
ALSN A 0.04% 0.21% 0.04%
AMT D 0.59% 0.2% 0.2%
AOS C 0.05% 0.14% 0.05%
APP A 0.08% 0.4% 0.08%
AYI A 0.04% 0.13% 0.04%
BDX C 0.46% 0.43% 0.43%
BKNG B 0.53% 0.7% 0.53%
BLDR C 0.1% 0.21% 0.1%
BLK A 0.76% 0.59% 0.59%
BMY A 0.66% 0.55% 0.55%
BR B 0.11% 0.28% 0.11%
CBOE B 0.12% 0.22% 0.12%
CF A 0.12% 0.2% 0.12%
CL D 0.43% 0.46% 0.43%
CNC F 0.26% 0.15% 0.15%
CNM F 0.04% 0.15% 0.04%
COKE C 0.04% 0.09% 0.04%
CRI D 0.01% 0.19% 0.01%
CRM B 0.65% 1.09% 0.65%
CRUS D 0.02% 0.14% 0.02%
CRWD D 0.16% 0.34% 0.16%
CSCO A 0.54% 0.94% 0.54%
CSL A 0.09% 0.28% 0.09%
CTAS C 0.32% 0.45% 0.32%
CTRA D 0.05% 0.22% 0.05%
CVX B 0.74% 0.67% 0.67%
DBX C 0.01% 0.23% 0.01%
DCI B 0.04% 0.16% 0.04%
DDOG B 0.09% 0.27% 0.09%
DECK B 0.09% 0.29% 0.09%
DKS D 0.05% 0.22% 0.05%
DOCU A 0.03% 0.24% 0.03%
EA D 0.09% 0.32% 0.09%
EOG B 0.21% 0.35% 0.21%
EVRG C 0.11% 0.14% 0.11%
EXP C 0.08% 0.15% 0.08%
EXPD D 0.08% 0.24% 0.08%
EXPE B 0.07% 0.23% 0.07%
FFIV B 0.03% 0.26% 0.03%
FTNT A 0.12% 0.36% 0.12%
GILD A 0.19% 0.56% 0.19%
GLPI C 0.07% 0.07% 0.07%
GOOGL B 2.24% 1.78% 1.78%
HOLX D 0.12% 0.25% 0.12%
HPE B 0.07% 0.18% 0.07%
HPQ B 0.09% 0.21% 0.09%
HRB C 0.03% 0.22% 0.03%
HST D 0.07% 0.25% 0.07%
INGR B 0.05% 0.08% 0.05%
INTU F 0.43% 0.77% 0.43%
JAZZ F 0.04% 0.2% 0.04%
JNJ D 2.57% 1.54% 1.54%
KMB D 0.25% 0.32% 0.25%
LDOS A 0.1% 0.17% 0.1%
LECO D 0.05% 0.21% 0.05%
LEN C 0.16% 0.26% 0.16%
LEN C 0.01% 0.26% 0.01%
LMT A 0.55% 0.62% 0.55%
LPX C 0.06% 0.09% 0.06%
LRCX D 0.29% 0.55% 0.29%
LSCC D 0.02% 0.21% 0.02%
LULU D 0.12% 0.31% 0.12%
MANH A 0.04% 0.26% 0.04%
MCK F 0.41% 0.19% 0.19%
MEDP F 0.05% 0.21% 0.05%
META A 3.02% 2.1% 2.1%
MMC D 0.61% 0.55% 0.55%
MMM C 0.34% 0.37% 0.34%
MO D 0.45% 0.48% 0.45%
MPC D 0.17% 0.09% 0.09%
MPWR B 0.11% 0.27% 0.11%
MSFT D 8.09% 1.81% 1.81%
MSI A 0.19% 0.32% 0.19%
MSM D 0.02% 0.14% 0.02%
MTCH B 0.02% 0.14% 0.02%
MTD C 0.21% 0.28% 0.21%
NOW B 0.45% 0.78% 0.45%
NTAP D 0.07% 0.19% 0.07%
NTNX C 0.04% 0.15% 0.04%
NVDA B 7.64% 1.96% 1.96%
NVR C 0.1% 0.3% 0.1%
OLN D 0.05% 0.11% 0.05%
PANW B 0.26% 0.55% 0.26%
PATH D 0.01% 0.12% 0.01%
PAYX B 0.19% 0.32% 0.19%
PEGA B 0.01% 0.13% 0.01%
PG D 2.09% 1.44% 1.44%
PHM C 0.11% 0.07% 0.07%
PINC F 0.01% 0.06% 0.01%
PINS D 0.05% 0.17% 0.05%
PLTR A 0.2% 0.39% 0.2%
PSTG F 0.04% 0.2% 0.04%
QCOM D 0.5% 0.85% 0.5%
QGEN F 0.07% 0.09% 0.07%
QRVO F 0.03% 0.17% 0.03%
REGN D 0.21% 0.55% 0.21%
ROST D 0.18% 0.35% 0.18%
RPM A 0.12% 0.14% 0.12%
RPRX D 0.07% 0.16% 0.07%
RS D 0.13% 0.06% 0.06%
SAIC A 0.03% 0.15% 0.03%
SEIC B 0.04% 0.22% 0.04%
SKX B 0.03% 0.13% 0.03%
SMAR A 0.02% 0.13% 0.02%
SNX C 0.02% 0.0% 0.0%
SOLV C 0.06% 0.17% 0.06%
SPG A 0.29% 0.28% 0.28%
SSNC C 0.07% 0.13% 0.07%
SWKS F 0.04% 0.22% 0.04%
T B 0.37% 0.3% 0.3%
TEAM D 0.06% 0.22% 0.06%
TJX D 0.49% 0.64% 0.49%
TPR B 0.04% 0.19% 0.04%
UGI C 0.04% 0.17% 0.04%
UNP F 0.66% 0.7% 0.66%
UPS D 0.44% 0.04% 0.04%
UTHR C 0.03% 0.25% 0.03%
VIRT B 0.01% 0.01% 0.01%
VRSN C 0.04% 0.23% 0.04%
VRT B 0.16% 0.24% 0.16%
WH C 0.02% 0.08% 0.02%
WM B 0.37% 0.48% 0.37%
WSM C 0.07% 0.29% 0.07%
WU D 0.02% 0.15% 0.02%
WY C 0.13% 0.28% 0.13%
XOM A 1.53% 1.65% 1.53%
ZM B 0.05% 0.16% 0.05%
ZS F 0.04% 0.17% 0.04%
RECS Overweight 225 Positions Relative to JQUA
Symbol Grade Weight
AMZN C 4.79%
JPM C 3.35%
GOOG B 1.9%
TMO D 1.55%
BAC B 1.5%
WFC B 1.11%
PM D 0.98%
CAT A 0.86%
MDT C 0.75%
UBER C 0.69%
C B 0.66%
CI D 0.64%
HCA C 0.51%
PYPL A 0.45%
EQIX C 0.45%
CME A 0.44%
DIS D 0.42%
TT A 0.39%
PH A 0.37%
TGT C 0.36%
AMGN D 0.33%
PCG C 0.33%
VST A 0.31%
EXC C 0.31%
CSX D 0.3%
NUE D 0.29%
BK A 0.29%
XEL C 0.28%
ALL A 0.28%
FDX F 0.27%
ANET A 0.26%
MET A 0.26%
PPG D 0.25%
EIX C 0.25%
PRU B 0.24%
PCAR D 0.23%
VRTX D 0.23%
GIS C 0.21%
HLT A 0.21%
ETR A 0.21%
LYB B 0.2%
CMI A 0.2%
DTE B 0.2%
DHI C 0.2%
OTIS A 0.19%
KR C 0.19%
CAH B 0.18%
AEE A 0.18%
KHC F 0.16%
RCL B 0.16%
FITB C 0.16%
CSGP F 0.16%
WTW C 0.16%
PSX D 0.16%
STLD C 0.15%
STT A 0.15%
DAL C 0.15%
PKG B 0.15%
GPN F 0.14%
WAB A 0.14%
ZBH F 0.14%
ADM F 0.14%
RJF B 0.13%
FCNCA D 0.13%
BAX D 0.13%
SPOT C 0.13%
TROW D 0.13%
VLO F 0.13%
SBAC C 0.13%
INVH D 0.12%
NI A 0.12%
CE D 0.12%
FTV C 0.12%
SYF A 0.11%
K B 0.11%
AES C 0.11%
ARE D 0.11%
AVTR D 0.11%
TTD A 0.11%
FANG D 0.1%
OXY D 0.1%
THC D 0.1%
UAL A 0.09%
DELL C 0.09%
VTRS D 0.09%
EME B 0.09%
EG A 0.09%
EQH B 0.08%
L C 0.08%
CAG D 0.08%
RGA B 0.08%
MAS C 0.08%
OC C 0.07%
CVNA A 0.07%
MOS F 0.07%
SNA C 0.07%
BG F 0.07%
CCL C 0.07%
AMH D 0.07%
JLL C 0.07%
SWK C 0.07%
WPC C 0.07%
ITT C 0.06%
CW A 0.06%
TOL C 0.06%
AIZ B 0.06%
UNM A 0.06%
JEF A 0.06%
EWBC B 0.06%
LVS B 0.06%
ACM A 0.06%
ALNY C 0.06%
FIX A 0.06%
BURL C 0.06%
ELAN D 0.05%
FHN D 0.05%
CLF D 0.05%
BLD D 0.05%
NNN C 0.05%
CACI A 0.05%
TAP D 0.05%
SF A 0.05%
GL C 0.05%
BIIB F 0.05%
XRAY D 0.04%
MTG A 0.04%
ARMK C 0.04%
ZION D 0.04%
WTFC B 0.04%
STAG D 0.04%
MRNA F 0.04%
ACI F 0.04%
GNRC B 0.04%
WLK C 0.04%
CRBG B 0.04%
BRBR A 0.04%
XP F 0.04%
SON D 0.04%
MRO B 0.04%
TXRH A 0.04%
BRX C 0.04%
RYN C 0.03%
BMRN F 0.03%
H B 0.03%
SLM B 0.03%
NTRA A 0.03%
ESAB C 0.03%
JHG A 0.03%
SMG C 0.03%
R C 0.03%
NEU F 0.03%
MSA F 0.03%
LNC B 0.03%
RL B 0.03%
RHI D 0.03%
COLB C 0.03%
MHK C 0.03%
AMG B 0.03%
LNW F 0.03%
G A 0.03%
FLS A 0.03%
JNPR C 0.03%
KEX C 0.03%
FTI B 0.03%
BEN F 0.03%
OGN F 0.03%
MGM D 0.03%
CROX C 0.03%
MIDD D 0.03%
WCC D 0.03%
WYNN B 0.03%
AXS A 0.03%
ASH F 0.03%
APG F 0.03%
GTLB D 0.02%
MAN D 0.02%
M D 0.02%
GAP F 0.02%
GTES C 0.02%
SRPT F 0.02%
PK D 0.02%
AZTA F 0.02%
WFRD F 0.02%
HIW C 0.02%
CWEN C 0.02%
INCY B 0.02%
PVH D 0.02%
EPR C 0.02%
THO C 0.02%
NYT C 0.02%
DINO F 0.02%
NBIX F 0.02%
ROKU C 0.02%
CIEN A 0.02%
DTM A 0.02%
LEA F 0.02%
PRGO F 0.02%
EEFT F 0.02%
EXAS C 0.02%
FOXA B 0.02%
NWSA D 0.02%
OZK D 0.02%
KRC C 0.02%
CNA D 0.01%
APLS F 0.01%
ADTN C 0.01%
NWS D 0.01%
CWEN C 0.01%
ALGM F 0.01%
REYN D 0.01%
PPC C 0.01%
RARE D 0.01%
AMKR F 0.01%
COLM B 0.01%
TNL B 0.01%
IONS F 0.01%
VKTX C 0.01%
FOX B 0.01%
SAM D 0.01%
BILL D 0.01%
EXEL B 0.01%
CIVI F 0.01%
PLTK C 0.0%
SEB F 0.0%
DDS D 0.0%
RECS Underweight 144 Positions Relative to JQUA
Symbol Grade Weight
BRK.A B -1.88%
V B -1.67%
MA A -1.54%
COST C -1.52%
HD A -1.52%
AVGO B -1.33%
MRK F -1.18%
LIN C -0.97%
MCD A -0.92%
KO C -0.9%
ORCL A -0.89%
ACN B -0.88%
ABT C -0.86%
AMAT C -0.81%
IBM A -0.73%
ADI B -0.61%
KLAC B -0.59%
NKE D -0.58%
SBUX B -0.56%
SPGI C -0.55%
VZ C -0.52%
CB A -0.5%
ZTS C -0.5%
APH D -0.48%
MCO D -0.45%
SNPS F -0.44%
ITW C -0.44%
PGR B -0.43%
CDNS D -0.42%
ORLY A -0.42%
AFL A -0.4%
AON A -0.39%
MAR A -0.39%
PSA C -0.39%
COP D -0.38%
AJG C -0.38%
ICE A -0.38%
GWW B -0.37%
DASH A -0.37%
TRV B -0.37%
IDXX D -0.35%
A B -0.35%
CPRT B -0.34%
AMP A -0.33%
CTSH B -0.33%
MCHP F -0.33%
RSG D -0.33%
IT A -0.33%
ACGL A -0.33%
VRSK D -0.32%
EBAY A -0.32%
MRVL C -0.32%
RMD C -0.31%
WEC B -0.3%
YUM C -0.29%
ABNB D -0.28%
TER C -0.27%
WDAY D -0.27%
ROP D -0.27%
BRO A -0.27%
NDAQ C -0.27%
WSO C -0.26%
EXR D -0.26%
SCCO B -0.26%
KEYS B -0.25%
POOL D -0.25%
WRB C -0.24%
CLH B -0.24%
EW F -0.24%
LAMR C -0.24%
HIG A -0.23%
DRI C -0.23%
CLX C -0.23%
CHE D -0.23%
ED C -0.23%
ROL C -0.22%
LSTR F -0.22%
DOX B -0.22%
RNG F -0.22%
FDS C -0.22%
WMT A -0.21%
OGE C -0.21%
CDW D -0.21%
AKAM D -0.21%
GGG C -0.21%
DVA C -0.21%
MAA D -0.21%
IEX D -0.2%
LOPE D -0.2%
DT B -0.2%
TYL D -0.19%
PAYC D -0.19%
WMS D -0.19%
FNF C -0.19%
SNOW F -0.19%
STE D -0.18%
ANSS D -0.18%
CBSH D -0.17%
DLB D -0.17%
BBY C -0.17%
NFG A -0.17%
JBL C -0.16%
ULTA D -0.16%
JKHY A -0.15%
NRG A -0.15%
MSGS A -0.15%
TWLO B -0.15%
TDC D -0.15%
TOST B -0.15%
PEN D -0.15%
CCI D -0.14%
CHD D -0.14%
ELS D -0.14%
ENTG D -0.14%
PEG A -0.13%
PRI A -0.13%
MTSI B -0.13%
EPAM F -0.13%
AFG A -0.13%
PCOR D -0.12%
OKTA F -0.12%
TSCO A -0.12%
BSY D -0.12%
CPT C -0.11%
YETI C -0.11%
DXC C -0.11%
NDSN C -0.11%
BYD B -0.1%
DV F -0.1%
GWRE A -0.1%
EQR C -0.09%
ZI F -0.09%
ATO A -0.09%
RLI A -0.09%
IPGP D -0.09%
TPL A -0.08%
FAST C -0.08%
CHH A -0.08%
CUBE C -0.06%
TECH D -0.06%
WAT B -0.06%
GNTX D -0.05%
AM A -0.03%
CHRW C -0.02%
Compare ETFs