RECS vs. SCHI ETF Comparison

Comparison of Columbia Research Enhanced Core ETF (RECS) to Schwab 5-10 Year Corporate Bond ETF (SCHI)
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

$33.75

Average Daily Volume

252,272

Number of Holdings *

357

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

Schwab 5-10 Year Corporate Bond ETF

SCHI Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 5-10 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to five years and less than ten years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.

Grade (RS Rating)

Last Trade

$46.22

Average Daily Volume

539,316

Number of Holdings *

471

* may have additional holdings in another (foreign) market
Performance
Period RECS SCHI
30 Days 2.09% 1.70%
60 Days 3.72% 4.65%
90 Days 4.85% 5.17%
12 Months 32.65% 13.31%
177 Overlapping Holdings
Symbol Grade Weight in RECS Weight in SCHI Overlap
AAPL C 8.58% 0.06% 0.06%
ABBV C 0.71% 0.09% 0.09%
ADBE F 0.67% 0.05% 0.05%
ADM D 0.15% 0.05% 0.05%
ADP B 0.53% 0.05% 0.05%
AEE C 0.18% 0.01% 0.01%
AES C 0.1% 0.03% 0.03%
AIZ B 0.06% 0.02% 0.02%
ALL B 0.28% 0.02% 0.02%
AMG C 0.03% 0.02% 0.02%
AMGN B 0.35% 0.06% 0.06%
AMH C 0.08% 0.01% 0.01%
AMT C 0.64% 0.02% 0.02%
AMZN C 4.86% 0.06% 0.06%
ARE C 0.12% 0.02% 0.02%
AXS B 0.04% 0.02% 0.02%
AYI B 0.04% 0.02% 0.02%
BAC D 1.55% 0.03% 0.03%
BAX C 0.14% 0.03% 0.03%
BDX D 0.47% 0.03% 0.03%
BEN F 0.03% 0.03% 0.03%
BG D 0.07% 0.03% 0.03%
BIIB F 0.06% 0.07% 0.06%
BK B 0.29% 0.02% 0.02%
BKNG C 0.5% 0.02% 0.02%
BLK B 0.75% 0.03% 0.03%
BMY C 0.68% 0.04% 0.04%
BR D 0.11% 0.03% 0.03%
BRX B 0.05% 0.03% 0.03%
C C 0.64% 0.03% 0.03%
CAG C 0.08% 0.04% 0.04%
CAH C 0.19% 0.08% 0.08%
CAT B 0.77% 0.03% 0.03%
CBOE C 0.13% 0.03% 0.03%
CI C 0.69% 0.03% 0.03%
CME C 0.46% 0.03% 0.03%
CMI C 0.19% 0.05% 0.05%
CNA C 0.01% 0.02% 0.01%
CRM D 0.6% 0.07% 0.07%
CSL B 0.09% 0.02% 0.02%
CSX D 0.31% 0.03% 0.03%
CTAS B 0.33% 0.05% 0.05%
CTRA D 0.05% 0.03% 0.03%
CVX D 0.75% 0.03% 0.03%
DAL C 0.13% 0.04% 0.04%
DELL D 0.07% 0.02% 0.02%
DHI B 0.21% 0.03% 0.03%
DIS D 0.4% 0.02% 0.02%
DTE C 0.21% 0.02% 0.02%
EA D 0.09% 0.03% 0.03%
EIX C 0.26% 0.02% 0.02%
EOG D 0.21% 0.04% 0.04%
EPR B 0.02% 0.05% 0.02%
EQH C 0.07% 0.1% 0.07%
EQIX C 0.46% 0.01% 0.01%
ETR B 0.21% 0.01% 0.01%
EVRG B 0.11% 0.02% 0.02%
EXC C 0.31% 0.01% 0.01%
EXP B 0.07% 0.04% 0.04%
EXPE C 0.06% 0.03% 0.03%
FANG D 0.1% 0.03% 0.03%
FDX C 0.3% 0.02% 0.02%
FHN D 0.05% 0.04% 0.04%
FITB B 0.16% 0.05% 0.05%
FLS D 0.03% 0.02% 0.02%
FOXA B 0.02% 0.03% 0.02%
GILD B 0.19% 0.04% 0.04%
GIS B 0.22% 0.03% 0.03%
GL C 0.05% 0.02% 0.02%
GLPI C 0.08% 0.02% 0.02%
GOOGL D 2.14% 0.06% 0.06%
GPN D 0.16% 0.05% 0.05%
H C 0.02% 0.02% 0.02%
HCA B 0.52% 0.06% 0.06%
HIW B 0.02% 0.03% 0.02%
HPQ D 0.09% 0.02% 0.02%
HRB C 0.03% 0.01% 0.01%
HST C 0.06% 0.03% 0.03%
INGR B 0.05% 0.04% 0.04%
INTU C 0.45% 0.06% 0.06%
INVH C 0.13% 0.03% 0.03%
JEF B 0.06% 0.02% 0.02%
JNJ C 2.78% 0.04% 0.04%
JNPR B 0.03% 0.03% 0.03%
JPM D 3.43% 0.04% 0.04%
K B 0.11% 0.03% 0.03%
KEX C 0.03% 0.03% 0.03%
KMB D 0.27% 0.01% 0.01%
KR C 0.19% 0.03% 0.03%
KRC B 0.02% 0.02% 0.02%
L C 0.08% 0.02% 0.02%
LDOS B 0.1% 0.09% 0.09%
LEA F 0.02% 0.01% 0.01%
LEN B 0.01% 0.05% 0.01%
LEN B 0.16% 0.05% 0.05%
LMT C 0.57% 0.01% 0.01%
LNC D 0.03% 0.03% 0.03%
LRCX F 0.26% 0.05% 0.05%
LVS D 0.05% 0.04% 0.04%
LYB D 0.2% 0.02% 0.02%
MAS B 0.08% 0.05% 0.05%
MCK F 0.46% 0.01% 0.01%
MDT C 0.82% 0.03% 0.03%
MET B 0.25% 0.05% 0.05%
MHK C 0.03% 0.01% 0.01%
MMC C 0.66% 0.05% 0.05%
MMM B 0.33% 0.02% 0.02%
MO C 0.49% 0.04% 0.04%
MOS F 0.06% 0.05% 0.05%
MPC F 0.18% 0.02% 0.02%
MRO C 0.05% 0.07% 0.05%
MSFT C 8.1% 0.23% 0.23%
MSI B 0.2% 0.01% 0.01%
NEU D 0.03% 0.02% 0.02%
NI B 0.12% 0.04% 0.04%
NNN C 0.05% 0.02% 0.02%
NOW B 0.46% 0.08% 0.08%
NTAP D 0.06% 0.02% 0.02%
NUE F 0.28% 0.03% 0.03%
NVDA D 7.05% 0.07% 0.07%
NVR B 0.1% 0.05% 0.05%
OC D 0.06% 0.05% 0.05%
OTIS C 0.17% 0.04% 0.04%
PCG C 0.34% 0.01% 0.01%
PG C 2.24% 0.03% 0.03%
PH B 0.35% 0.02% 0.02%
PHM B 0.1% 0.03% 0.03%
PKG B 0.15% 0.06% 0.06%
PM C 1.07% 0.02% 0.02%
PPG D 0.24% 0.02% 0.02%
PRU C 0.24% 0.02% 0.02%
PSX F 0.17% 0.04% 0.04%
PYPL B 0.41% 0.03% 0.03%
QCOM D 0.48% 0.04% 0.04%
QRVO F 0.03% 0.07% 0.03%
R A 0.03% 0.02% 0.02%
REGN C 0.24% 0.06% 0.06%
RGA C 0.08% 0.02% 0.02%
RJF C 0.12% 0.04% 0.04%
RL C 0.03% 0.04% 0.03%
ROST C 0.19% 0.02% 0.02%
RPM B 0.12% 0.02% 0.02%
RPRX C 0.08% 0.04% 0.04%
RS D 0.13% 0.03% 0.03%
RYN C 0.03% 0.04% 0.03%
SF A 0.05% 0.02% 0.02%
SNA C 0.07% 0.02% 0.02%
SNX D 0.02% 0.03% 0.02%
SON C 0.04% 0.02% 0.02%
SPG B 0.3% 0.03% 0.03%
STLD F 0.13% 0.01% 0.01%
STT A 0.14% 0.03% 0.03%
SWK B 0.07% 0.02% 0.02%
SWKS D 0.04% 0.03% 0.03%
SYF C 0.11% 0.04% 0.04%
T C 0.38% 0.07% 0.07%
TGT C 0.36% 0.05% 0.05%
TJX B 0.51% 0.03% 0.03%
TMO B 1.63% 0.02% 0.02%
TPR C 0.04% 0.04% 0.04%
TT B 0.37% 0.07% 0.07%
UAL C 0.08% 0.02% 0.02%
UNM B 0.06% 0.02% 0.02%
UNP C 0.71% 0.02% 0.02%
UPS D 0.44% 0.02% 0.02%
VLO F 0.14% 0.04% 0.04%
VRSN D 0.04% 0.05% 0.04%
WAB B 0.13% 0.04% 0.04%
WFC D 1.1% 0.01% 0.01%
WM D 0.39% 0.03% 0.03%
WPC C 0.08% 0.03% 0.03%
WU F 0.02% 0.01% 0.01%
WY C 0.13% 0.03% 0.03%
XEL B 0.29% 0.01% 0.01%
XOM C 1.56% 0.05% 0.05%
XRAY D 0.04% 0.06% 0.04%
ZBH F 0.15% 0.05% 0.05%
RECS Overweight 180 Positions Relative to SCHI
Symbol Grade Weight
META B 2.8%
GOOG D 1.81%
UBER C 0.65%
CSCO C 0.52%
CL D 0.46%
PANW D 0.27%
CNC D 0.26%
VRTX D 0.24%
ANET B 0.23%
PCAR D 0.23%
VST C 0.21%
PLTR B 0.2%
PAYX C 0.2%
MTD D 0.2%
HLT B 0.2%
CSGP D 0.18%
KHC C 0.17%
WTW C 0.17%
SBAC C 0.15%
CRWD D 0.15%
RCL B 0.14%
FTNT C 0.13%
TROW D 0.13%
HOLX B 0.13%
FCNCA D 0.13%
LULU D 0.12%
FTV C 0.12%
SPOT B 0.12%
AVTR B 0.12%
CF C 0.12%
VRT C 0.12%
OXY F 0.11%
TTD B 0.11%
CE F 0.11%
BLDR C 0.1%
THC A 0.1%
MPWR C 0.1%
VTRS D 0.09%
DECK C 0.09%
EG C 0.09%
EXPD C 0.08%
DDOG D 0.08%
EME B 0.08%
JLL B 0.07%
SOLV C 0.07%
QGEN C 0.07%
SSNC B 0.07%
MEDP F 0.06%
HPE D 0.06%
APP C 0.06%
ACM B 0.06%
ALNY C 0.06%
EWBC D 0.06%
CCL C 0.06%
BURL B 0.06%
WSM D 0.06%
TEAM D 0.06%
AOS D 0.05%
DKS D 0.05%
ELAN D 0.05%
LPX B 0.05%
ITT B 0.05%
TAP D 0.05%
CACI B 0.05%
MRNA F 0.05%
CVNA B 0.05%
CW B 0.05%
FIX B 0.05%
TOL B 0.05%
OGN D 0.04%
COKE C 0.04%
PSTG F 0.04%
LNW B 0.04%
WLK D 0.04%
ARMK B 0.04%
ZS F 0.04%
NTNX C 0.04%
MTG B 0.04%
WTFC B 0.04%
ZION D 0.04%
DCI C 0.04%
GNRC D 0.04%
CRBG D 0.04%
SEIC C 0.04%
MANH B 0.04%
UGI C 0.04%
OLN D 0.04%
STAG C 0.04%
TXRH C 0.04%
BRBR C 0.04%
ACI F 0.04%
CLF F 0.04%
XP D 0.04%
ZM C 0.04%
PINS F 0.04%
LECO F 0.04%
JAZZ D 0.04%
BLD D 0.04%
NBIX F 0.03%
NWSA D 0.03%
PRGO D 0.03%
JHG B 0.03%
NTRA C 0.03%
MSA D 0.03%
COLB B 0.03%
DOCU C 0.03%
CNM F 0.03%
WYNN D 0.03%
CROX D 0.03%
RHI D 0.03%
FFIV B 0.03%
FTI D 0.03%
MIDD D 0.03%
BMRN F 0.03%
G C 0.03%
SAIC C 0.03%
UTHR C 0.03%
WCC D 0.03%
MGM F 0.03%
SKX D 0.03%
ASH D 0.03%
APG D 0.03%
ALSN B 0.03%
VIRT C 0.02%
GAP F 0.02%
LSCC D 0.02%
GTES C 0.02%
CIVI F 0.02%
PK D 0.02%
MAN C 0.02%
PINC C 0.02%
GTLB D 0.02%
SRPT D 0.02%
SMAR C 0.02%
AZTA F 0.02%
MSM D 0.02%
CWEN C 0.02%
CRUS D 0.02%
CIEN C 0.02%
WFRD F 0.02%
NYT C 0.02%
THO D 0.02%
PVH F 0.02%
EXAS C 0.02%
ROKU C 0.02%
DTM B 0.02%
WH B 0.02%
INCY C 0.02%
MTCH C 0.02%
SMG C 0.02%
DINO F 0.02%
EEFT D 0.02%
OZK D 0.02%
ESAB C 0.02%
SLM D 0.02%
CWEN C 0.01%
ADTN D 0.01%
NWS D 0.01%
PEGA C 0.01%
AMKR F 0.01%
RARE B 0.01%
APLS F 0.01%
REYN C 0.01%
CRI D 0.01%
PPC D 0.01%
COLM C 0.01%
TNL D 0.01%
SAM F 0.01%
VKTX C 0.01%
IONS F 0.01%
PATH D 0.01%
FOX B 0.01%
BILL D 0.01%
EXEL C 0.01%
DBX D 0.01%
M F 0.01%
PLTK C 0.0%
DDS F 0.0%
SEB D 0.0%
ALGM F 0.0%
RECS Underweight 295 Positions Relative to SCHI
Symbol Grade Weight
DT C -0.26%
DD B -0.13%
TSN C -0.13%
AMAT D -0.11%
AXP B -0.11%
MS D -0.11%
TMUS C -0.1%
TD B -0.09%
KEY B -0.08%
DLTR F -0.07%
ARCC B -0.07%
KOF D -0.07%
BWA D -0.07%
BMO C -0.07%
NXPI F -0.07%
BABA B -0.07%
KLAC D -0.06%
CNO B -0.06%
SLB F -0.06%
HAL F -0.06%
JD C -0.06%
CB B -0.06%
BIDU D -0.06%
LH C -0.06%
CHTR D -0.06%
NOC B -0.06%
INTC F -0.06%
DB B -0.06%
NWG C -0.06%
GE B -0.06%
HSBC B -0.06%
STE C -0.05%
GP D -0.05%
DHR B -0.05%
URI B -0.05%
EMN B -0.05%
BDN B -0.05%
VRSK D -0.05%
DGX B -0.05%
TRMB C -0.05%
CHRW B -0.05%
HES F -0.05%
PWR B -0.05%
EFX B -0.05%
TXN C -0.05%
O C -0.05%
COF B -0.05%
AMCR B -0.05%
GSK C -0.05%
AER B -0.05%
VOD C -0.05%
GS C -0.05%
SWX C -0.04%
BNS B -0.04%
FLO C -0.04%
UHS B -0.04%
DOX C -0.04%
IEX D -0.04%
ITW C -0.04%
ETN C -0.04%
PNR B -0.04%
TSCO C -0.04%
BC C -0.04%
JCI B -0.04%
CUBE B -0.04%
NEM B -0.04%
GXO D -0.04%
FLEX C -0.04%
PAA C -0.04%
CPT B -0.04%
EMR D -0.04%
MU F -0.04%
BHF F -0.04%
MPLX B -0.04%
USB B -0.04%
LOW B -0.04%
PFE C -0.04%
CMCSA D -0.04%
SITC D -0.03%
PPL C -0.03%
SCS D -0.03%
IFF B -0.03%
NHI C -0.03%
BNL B -0.03%
BRO C -0.03%
ADC C -0.03%
HP F -0.03%
AVT C -0.03%
CTVA B -0.03%
KSS F -0.03%
AAT B -0.03%
HIG B -0.03%
SKT B -0.03%
ADI C -0.03%
DRI B -0.03%
MCY D -0.03%
CMA B -0.03%
EW F -0.03%
BKU C -0.03%
LIN B -0.03%
NOV F -0.03%
NDAQ A -0.03%
IPG C -0.03%
MAA B -0.03%
ZTS C -0.03%
PGR B -0.03%
NSC C -0.03%
FNF B -0.03%
ESGR D -0.03%
HBAN B -0.03%
APH D -0.03%
FMC C -0.03%
WELL C -0.03%
HAS B -0.03%
LHX C -0.03%
VNT F -0.03%
NTRS A -0.03%
BSX B -0.03%
AON B -0.03%
HRL C -0.03%
PSA B -0.03%
OMC B -0.03%
TDY B -0.03%
EL F -0.03%
SYY D -0.03%
ICE C -0.03%
MDLZ B -0.03%
OHI B -0.03%
NKE D -0.03%
DLR B -0.03%
PNC B -0.03%
SHW B -0.03%
FIS B -0.03%
GD B -0.03%
MCD B -0.03%
PEP C -0.03%
EBAY B -0.03%
HD B -0.03%
UNH C -0.03%
ABT C -0.03%
BXP B -0.03%
AZN D -0.03%
MRK D -0.03%
WMT C -0.03%
MUFG D -0.03%
ORCL C -0.03%
AVGO C -0.03%
CVS D -0.03%
PDM B -0.02%
SAVE F -0.02%
DOV B -0.02%
ALLE B -0.02%
CBT B -0.02%
WBS D -0.02%
AGR B -0.02%
ACGL C -0.02%
LEG D -0.02%
APTV D -0.02%
AFG B -0.02%
SBRA C -0.02%
GPC D -0.02%
NVT D -0.02%
HUBB B -0.02%
EXR B -0.02%
SAFE C -0.02%
EPRT B -0.02%
OCSL F -0.02%
ILMN C -0.02%
WTRG D -0.02%
KMT B -0.02%
LXP B -0.02%
VNO B -0.02%
PNW C -0.02%
HSY C -0.02%
AGO C -0.02%
WBA F -0.02%
RNR C -0.02%
ARW C -0.02%
TEL D -0.02%
TKR D -0.02%
DOC C -0.02%
OSK F -0.02%
ATO B -0.02%
REXR C -0.02%
ROK D -0.02%
XYL C -0.02%
SUI B -0.02%
SJM C -0.02%
TXT D -0.02%
WHR D -0.02%
FRT C -0.02%
CLX C -0.02%
ADSK C -0.02%
CNP C -0.02%
REG C -0.02%
LNT B -0.02%
AVY C -0.02%
CP C -0.02%
PEG B -0.02%
JBL D -0.02%
EQR B -0.02%
UDR C -0.02%
ESS B -0.02%
HUN D -0.02%
BBY C -0.02%
FAF B -0.02%
AN D -0.02%
HII D -0.02%
VFC C -0.02%
OKE B -0.02%
HUM F -0.02%
CFG C -0.02%
VMC D -0.02%
AFL C -0.02%
DVN F -0.02%
MLM D -0.02%
WRK C -0.02%
MCO B -0.02%
DG F -0.02%
STZ D -0.02%
CPB C -0.02%
KEYS C -0.02%
SPGI B -0.02%
MKC C -0.02%
ORLY C -0.02%
EPD B -0.02%
PLD C -0.02%
APD B -0.02%
MRVL C -0.02%
DFS B -0.02%
WMB B -0.02%
DOW D -0.02%
SRE C -0.02%
HON D -0.02%
KMI B -0.02%
CCI C -0.02%
COP D -0.02%
NEE C -0.02%
AIG D -0.02%
MA B -0.02%
CARR B -0.02%
KDP B -0.02%
COST B -0.02%
IBM B -0.02%
BA F -0.02%
VOYA B -0.01%
CHD D -0.01%
OGS B -0.01%
KMPR D -0.01%
LII B -0.01%
THG B -0.01%
MKL C -0.01%
NFG B -0.01%
OGE C -0.01%
PSEC C -0.01%
WEC C -0.01%
HR C -0.01%
KIM C -0.01%
PRE F -0.01%
BKH B -0.01%
CHH C -0.01%
PFG B -0.01%
AAP F -0.01%
CMS C -0.01%
HPP D -0.01%
AAL D -0.01%
A C -0.01%
AEP C -0.01%
AVB B -0.01%
VTR C -0.01%
AL D -0.01%
ED C -0.01%
AWK B -0.01%
ROP C -0.01%
AZO D -0.01%
SCHW D -0.01%
SO B -0.01%
LLY C -0.01%
LAZ B -0.01%
D C -0.01%
DE B -0.01%
DUK C -0.01%
MAR C -0.01%
V C -0.01%
ECL B -0.01%
SYK C -0.01%
GM C -0.01%
SBUX C -0.01%
KO C -0.01%
ES C -0.01%
LUV C -0.01%
TFC C -0.01%
RTX C -0.01%
VZ B -0.01%
RSG D -0.0%
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