RECS vs. SCHJ ETF Comparison

Comparison of Columbia Research Enhanced Core ETF (RECS) to HCM Defender 500 Index ETF (SCHJ)

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

SCHJ

HCM Defender 500 Index ETF

SCHJ Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 1-5 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 one year and less than five 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

$24.42

Average Daily Volume

88,949

Number of Holdings ^*

436

* may have additional holdings in another (foreign) market

Performance

Period	RECS	SCHJ
30 Days	3.51%	-0.36%
60 Days	5.75%	-0.92%
90 Days	7.12%	0.10%
12 Months	35.12%	6.61%

165 Overlapping Holdings

Symbol	Grade	Weight in RECS	Weight in SCHJ	Overlap
AAPL	C	8.2%	0.04%	0.04%
ABBV	D	0.55%	0.03%	0.03%
ADBE	C	0.52%	0.01%	0.01%
ADM	D	0.13%	0.02%	0.02%
ADP	B	0.52%	0.05%	0.05%
AEE	A	0.18%	0.0%	0.0%
AES	F	0.07%	0.0%	0.0%
AIZ	A	0.06%	0.02%	0.02%
ALL	A	0.27%	0.03%	0.03%
AMG	B	0.03%	0.01%	0.01%
AMGN	D	0.29%	0.01%	0.01%
AMT	D	0.48%	0.01%	0.01%
AMZN	C	4.7%	0.04%	0.04%
ARE	D	0.09%	0.02%	0.02%
BAC	A	1.67%	0.03%	0.03%
BAX	D	0.1%	0.03%	0.03%
BDX	F	0.41%	0.05%	0.05%
BEN	C	0.03%	0.01%	0.01%
BG	F	0.06%	0.02%	0.02%
BIIB	F	0.04%	0.1%	0.04%
BK	A	0.3%	0.01%	0.01%
BKNG	A	0.6%	0.02%	0.02%
BLK	C	0.79%	0.07%	0.07%
BMY	B	0.73%	0.02%	0.02%
BR	A	0.11%	0.02%	0.02%
BRX	A	0.05%	0.0%	0.0%
C	A	0.7%	0.03%	0.03%
CAG	D	0.06%	0.01%	0.01%
CAH	B	0.19%	0.02%	0.02%
CAT	B	0.81%	0.02%	0.02%
CE	F	0.06%	0.03%	0.03%
CF	B	0.13%	0.02%	0.02%
CI	F	0.57%	0.02%	0.02%
CL	D	0.37%	0.0%	0.0%
CME	A	0.44%	0.07%	0.07%
CMI	A	0.21%	0.0%	0.0%
CNA	B	0.01%	0.02%	0.01%
CRM	B	0.74%	0.02%	0.02%
CSCO	B	0.56%	0.03%	0.03%
CSL	C	0.09%	0.01%	0.01%
CSX	B	0.29%	0.01%	0.01%
CTRA	B	0.06%	0.0%	0.0%
CVX	A	0.8%	0.02%	0.02%
DAL	C	0.18%	0.02%	0.02%
DELL	C	0.09%	0.04%	0.04%
DHI	D	0.17%	0.02%	0.02%
DIS	B	0.48%	0.04%	0.04%
DTE	C	0.19%	0.01%	0.01%
EA	A	0.1%	0.03%	0.03%
EIX	B	0.24%	0.0%	0.0%
EOG	A	0.23%	0.02%	0.02%
EQH	B	0.08%	0.02%	0.02%
EQIX	A	0.45%	0.02%	0.02%
ETR	B	0.24%	0.02%	0.02%
EVRG	A	0.11%	0.03%	0.03%
EXC	C	0.29%	0.03%	0.03%
EXPE	B	0.08%	0.02%	0.02%
FANG	D	0.1%	0.03%	0.03%
FCNCA	A	0.15%	0.0%	0.0%
FDX	B	0.28%	0.04%	0.04%
FHN	A	0.06%	0.02%	0.02%
FITB	A	0.17%	0.01%	0.01%
FOXA	B	0.02%	0.04%	0.02%
FTNT	C	0.14%	0.03%	0.03%
FTV	C	0.11%	0.03%	0.03%
G	B	0.03%	0.02%	0.02%
GILD	C	0.19%	0.07%	0.07%
GIS	D	0.17%	0.01%	0.01%
GLPI	C	0.07%	0.02%	0.02%
GOOGL	C	2.33%	0.03%	0.03%
GPN	B	0.15%	0.02%	0.02%
H	B	0.02%	0.02%	0.02%
HCA	F	0.4%	0.04%	0.04%
HPE	B	0.07%	0.03%	0.03%
HPQ	B	0.09%	0.1%	0.09%
HRB	D	0.03%	0.02%	0.02%
HST	C	0.06%	0.02%	0.02%
INTU	C	0.43%	0.02%	0.02%
JEF	A	0.07%	0.04%	0.04%
JHG	A	0.03%	0.03%	0.03%
JNJ	D	2.34%	0.02%	0.02%
JNPR	F	0.03%	0.02%	0.02%
JPM	A	3.69%	0.02%	0.02%
K	A	0.1%	0.02%	0.02%
KMB	D	0.23%	0.02%	0.02%
KR	B	0.19%	0.02%	0.02%
KRC	C	0.02%	0.02%	0.02%
L	A	0.08%	0.02%	0.02%
LDOS	C	0.09%	0.03%	0.03%
LEN	D	0.14%	0.02%	0.02%
LEN	D	0.0%	0.02%	0.0%
LMT	D	0.49%	0.02%	0.02%
LNC	B	0.03%	0.02%	0.02%
LRCX	F	0.23%	0.01%	0.01%
LVS	C	0.06%	0.03%	0.03%
LYB	F	0.16%	0.02%	0.02%
MCK	B	0.51%	0.01%	0.01%
MDT	D	0.68%	0.1%	0.1%
MET	A	0.25%	0.02%	0.02%
MHK	D	0.03%	0.03%	0.03%
MMC	B	0.58%	0.02%	0.02%
MMM	D	0.3%	0.02%	0.02%
MO	A	0.47%	0.02%	0.02%
MOS	F	0.06%	0.04%	0.04%
MPC	D	0.16%	0.03%	0.03%
MSFT	F	7.47%	0.05%	0.05%
MSI	B	0.2%	0.03%	0.03%
NEU	C	0.02%	0.02%	0.02%
NI	A	0.12%	0.06%	0.06%
NNN	D	0.04%	0.02%	0.02%
NTAP	C	0.06%	0.02%	0.02%
NUE	C	0.27%	0.02%	0.02%
NVDA	C	8.6%	0.03%	0.03%
OC	A	0.07%	0.02%	0.02%
OTIS	C	0.17%	0.07%	0.07%
PCAR	B	0.25%	0.0%	0.0%
PCG	A	0.34%	0.02%	0.02%
PG	A	1.98%	0.02%	0.02%
PH	A	0.38%	0.04%	0.04%
PHM	D	0.09%	0.03%	0.03%
PKG	A	0.17%	0.02%	0.02%
PM	B	1.01%	0.02%	0.02%
PPG	F	0.22%	0.01%	0.01%
PRU	A	0.24%	0.01%	0.01%
PSX	C	0.16%	0.01%	0.01%
PVH	C	0.02%	0.03%	0.02%
PYPL	B	0.45%	0.03%	0.03%
QCOM	F	0.42%	0.02%	0.02%
R	B	0.03%	0.02%	0.02%
RGA	A	0.08%	0.02%	0.02%
RL	B	0.03%	0.03%	0.03%
ROST	C	0.16%	0.02%	0.02%
RPM	A	0.13%	0.02%	0.02%
RPRX	D	0.06%	0.04%	0.04%
RS	B	0.14%	0.02%	0.02%
SF	B	0.06%	0.05%	0.05%
SNX	C	0.02%	0.03%	0.02%
SPG	B	0.31%	0.02%	0.02%
STLD	B	0.16%	0.02%	0.02%
STT	A	0.15%	0.01%	0.01%
SWK	D	0.06%	0.03%	0.03%
SWKS	F	0.03%	0.03%	0.03%
SYF	B	0.14%	0.05%	0.05%
T	A	0.37%	0.01%	0.01%
TAP	C	0.05%	0.08%	0.05%
TGT	F	0.27%	0.05%	0.05%
TJX	A	0.48%	0.02%	0.02%
TMO	F	1.23%	0.03%	0.03%
TPR	B	0.04%	0.03%	0.03%
TT	A	0.41%	0.03%	0.03%
UAL	A	0.14%	0.02%	0.02%
UNM	A	0.07%	0.02%	0.02%
UNP	C	0.61%	0.0%	0.0%
UPS	C	0.41%	0.02%	0.02%
VLO	C	0.13%	0.03%	0.03%
VRSN	F	0.04%	0.03%	0.03%
WAB	B	0.15%	0.02%	0.02%
WFC	A	1.38%	0.02%	0.02%
WLK	D	0.03%	0.04%	0.03%
WM	A	0.37%	0.02%	0.02%
WPC	D	0.06%	0.02%	0.02%
WU	D	0.02%	0.0%	0.0%
XEL	A	0.29%	0.02%	0.02%
XOM	B	1.56%	0.03%	0.03%
ZBH	C	0.14%	0.01%	0.01%

RECS Overweight 196 Positions Relative to SCHJ

Symbol	Grade	Weight
META	D	2.88%
GOOG	C	1.97%
FI	A	0.66%
UBER	D	0.6%
NOW	A	0.5%
VST	B	0.4%
PLTR	B	0.33%
CTAS	B	0.32%
PANW	C	0.28%
ANET	C	0.25%
COR	B	0.25%
HLT	A	0.22%
APP	B	0.21%
VRTX	F	0.21%
VRT	B	0.21%
CRWD	B	0.2%
CNC	D	0.2%
PAYX	C	0.19%
RCL	A	0.19%
WTW	B	0.17%
SPOT	B	0.16%
CSGP	D	0.16%
RJF	A	0.16%
REGN	F	0.15%
MTD	D	0.15%
TROW	B	0.14%
TTD	B	0.13%
LULU	C	0.13%
KHC	F	0.13%
SBAC	D	0.12%
EME	C	0.11%
INVH	D	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%
EG	C	0.09%
CCL	B	0.09%
CVNA	B	0.09%
TEAM	A	0.09%
THC	D	0.09%
BLDR	D	0.09%
EWBC	A	0.08%
WSM	B	0.08%
SNA	A	0.08%
NVR	D	0.08%
AVTR	F	0.08%
SSNC	B	0.07%
FIX	A	0.07%
EXPD	D	0.07%
MAS	D	0.07%
EXP	A	0.07%
BURL	A	0.06%
QGEN	D	0.06%
JLL	D	0.06%
SOLV	C	0.06%
ACM	A	0.06%
MPWR	F	0.06%
AMH	D	0.06%
ZION	B	0.05%
MRO	B	0.05%
INGR	B	0.05%
LECO	B	0.05%
MEDP	D	0.05%
BRBR	A	0.05%
GL	B	0.05%
ZM	B	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%
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%
AYI	B	0.04%
CRBG	B	0.04%
ALSN	B	0.04%
ELAN	D	0.04%
SEIC	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%
SAIC	F	0.03%
OZK	B	0.03%
SLM	A	0.03%
DTM	B	0.03%
SKX	D	0.03%
ASH	D	0.03%
ESAB	B	0.03%
LNW	D	0.03%
MGM	D	0.03%
MIDD	C	0.03%
RHI	B	0.03%
KEX	C	0.03%
UTHR	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%
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%
DINO	D	0.02%
LEA	D	0.02%
ROKU	D	0.02%
THO	B	0.02%
BILL	A	0.02%
INCY	C	0.02%
CROX	D	0.02%
BMRN	D	0.02%
MRNA	F	0.02%
CIEN	B	0.02%
EEFT	B	0.02%
RYN	D	0.02%
OGN	D	0.02%
PRGO	B	0.02%
XRAY	F	0.02%
NBIX	C	0.02%
SMG	D	0.02%
WH	B	0.02%
MSA	D	0.02%
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%
SRPT	D	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 272 Positions Relative to SCHJ

Symbol	Grade	Weight
CARR	D	-0.1%
COP	C	-0.09%
BABA	D	-0.09%
DD	D	-0.09%
V	A	-0.09%
KLAC	D	-0.07%
STLA	F	-0.07%
WBA	F	-0.06%
TMUS	B	-0.06%
ORCL	B	-0.06%
CHTR	C	-0.06%
ETN	A	-0.05%
KO	D	-0.05%
RF	A	-0.05%
MCHP	D	-0.05%
SJM	D	-0.05%
EMN	D	-0.05%
HRL	D	-0.05%
ATO	A	-0.05%
VRSK	A	-0.05%
BERY	B	-0.05%
DLTR	F	-0.05%
MRK	F	-0.05%
GS	A	-0.05%
ITW	B	-0.04%
SPGI	C	-0.04%
UHS	D	-0.04%
DXC	B	-0.04%
AMAT	F	-0.04%
NTRS	A	-0.04%
CMA	A	-0.04%
BHP	F	-0.04%
PPL	B	-0.04%
MLM	B	-0.04%
JBHT	C	-0.04%
DOW	F	-0.04%
VFC	C	-0.04%
MA	C	-0.04%
HON	B	-0.04%
GSK	F	-0.04%
NOC	D	-0.04%
LUV	C	-0.04%
SBUX	A	-0.04%
AXP	A	-0.04%
AIG	B	-0.04%
AMCR	D	-0.03%
FAF	A	-0.03%
KEYS	A	-0.03%
VMC	B	-0.03%
HP	B	-0.03%
THG	A	-0.03%
DLR	B	-0.03%
BWA	D	-0.03%
IFF	D	-0.03%
EMR	A	-0.03%
EQR	B	-0.03%
KMPR	B	-0.03%
HAS	D	-0.03%
CLX	B	-0.03%
MAIN	A	-0.03%
TEL	B	-0.03%
GP	F	-0.03%
ORI	A	-0.03%
TME	D	-0.03%
GWW	B	-0.03%
BC	C	-0.03%
LII	A	-0.03%
JBL	B	-0.03%
ED	D	-0.03%
AN	C	-0.03%
WB	D	-0.03%
FRT	B	-0.03%
OPI	F	-0.03%
JD	D	-0.03%
AWH	F	-0.03%
JCI	C	-0.03%
IP	B	-0.03%
VNT	B	-0.03%
BKU	A	-0.03%
CNO	A	-0.03%
KEY	B	-0.03%
DG	F	-0.03%
LHX	C	-0.03%
MKC	D	-0.03%
DGX	A	-0.03%
EBAY	D	-0.03%
AVT	C	-0.03%
ALLY	C	-0.03%
MDLZ	F	-0.03%
HAL	C	-0.03%
WMB	A	-0.03%
MU	D	-0.03%
EPD	A	-0.03%
FIS	C	-0.03%
PFE	D	-0.03%
ARCC	A	-0.03%
BIDU	F	-0.03%
USB	A	-0.03%
GE	D	-0.03%
IBM	C	-0.03%
WMT	A	-0.03%
HSBC	B	-0.03%
MS	A	-0.03%
TSLX	C	-0.02%
TCPC	C	-0.02%
FNB	A	-0.02%
VLY	B	-0.02%
SNV	B	-0.02%
WAL	B	-0.02%
ALLE	D	-0.02%
ADI	D	-0.02%
APD	A	-0.02%
DOV	A	-0.02%
LEG	F	-0.02%
KSS	F	-0.02%
SBRA	C	-0.02%
OCSL	F	-0.02%
GXO	B	-0.02%
HTGC	D	-0.02%
BCSF	C	-0.02%
CTVA	C	-0.02%
PSEC	D	-0.02%
AGO	B	-0.02%
RNR	C	-0.02%
HES	B	-0.02%
TRMB	B	-0.02%
TKR	D	-0.02%
ADSK	A	-0.02%
PNW	B	-0.02%
ILMN	D	-0.02%
EL	F	-0.02%
GBDC	C	-0.02%
LLY	F	-0.02%
LNT	A	-0.02%
HOG	D	-0.02%
HUBB	B	-0.02%
LAZ	B	-0.02%
GSBD	F	-0.02%
TDY	B	-0.02%
BKH	A	-0.02%
VOYA	B	-0.02%
SLG	B	-0.02%
PFG	D	-0.02%
MRVL	B	-0.02%
ROK	B	-0.02%
SHW	A	-0.02%
AON	A	-0.02%
A	D	-0.02%
HII	D	-0.02%
MCO	B	-0.02%
CNP	B	-0.02%
WEC	A	-0.02%
AWK	D	-0.02%
DVN	F	-0.02%
HBAN	A	-0.02%
SRE	A	-0.02%
SITC	D	-0.02%
ORLY	B	-0.02%
CFG	B	-0.02%
NDAQ	A	-0.02%
PEG	A	-0.02%
D	C	-0.02%
ABT	B	-0.02%
AMP	A	-0.02%
LH	C	-0.02%
SYK	C	-0.02%
AGR	B	-0.02%
CNH	C	-0.02%
NXPI	D	-0.02%
STZ	D	-0.02%
CM	A	-0.02%
TSN	B	-0.02%
DUK	C	-0.02%
ICE	C	-0.02%
AL	B	-0.02%
SYY	B	-0.02%
SLB	C	-0.02%
GD	F	-0.02%
RTX	C	-0.02%
VOD	F	-0.02%
AVGO	D	-0.02%
KDP	D	-0.02%
PNC	B	-0.02%
MAR	B	-0.02%
BXP	D	-0.02%
AER	B	-0.02%
BNS	A	-0.02%
DB	D	-0.02%
OMC	C	-0.02%
PEP	F	-0.02%
ZTS	D	-0.02%
CB	C	-0.02%
TFC	A	-0.02%
DFS	B	-0.02%
VZ	C	-0.02%
RY	A	-0.02%
MUFG	B	-0.02%
NWG	C	-0.02%
INTC	D	-0.02%
CHD	B	-0.01%
NEM	D	-0.01%
VNO	B	-0.01%
FE	C	-0.01%
BRO	B	-0.01%
ALB	C	-0.01%
PDM	D	-0.01%
ARW	D	-0.01%
OGE	B	-0.01%
MAA	B	-0.01%
O	D	-0.01%
OHI	C	-0.01%
EFX	F	-0.01%
RSG	A	-0.01%
ROP	B	-0.01%
AEP	D	-0.01%
AFL	B	-0.01%
CP	D	-0.01%
DHR	F	-0.01%
NKE	D	-0.01%
WEST	C	-0.01%
MTB	A	-0.01%
ES	D	-0.01%
PSA	D	-0.01%
AVB	B	-0.01%
CPB	D	-0.01%
HSY	F	-0.01%
OGS	A	-0.01%
PAA	B	-0.01%
APTV	D	-0.01%
HUM	C	-0.01%
KMI	A	-0.01%
VTR	C	-0.01%
NFG	A	-0.01%
SCHW	B	-0.01%
LOW	D	-0.01%
CCI	D	-0.01%
HD	A	-0.01%
UNH	C	-0.01%
BMO	A	-0.01%
TD	F	-0.01%
COF	B	-0.01%
AZN	D	-0.01%
MCD	D	-0.01%
GM	B	-0.01%
CVS	D	-0.01%
CMCSA	B	-0.01%
BA	F	-0.01%
COST	B	-0.0%
CMS	C	-0.0%
SCCO	F	-0.0%
KIM	A	-0.0%
WHR	B	-0.0%
FLEX	A	-0.0%
CUBE	D	-0.0%
APH	A	-0.0%
AZO	C	-0.0%
ESS	B	-0.0%
BDN	C	-0.0%
NSC	B	-0.0%
IVZ	B	-0.0%
TXT	D	-0.0%
TXN	C	-0.0%
LIN	D	-0.0%
OKE	A	-0.0%
WELL	A	-0.0%
BSX	B	-0.0%
DOC	D	-0.0%
FSK	A	-0.0%
MPLX	A	-0.0%
DE	A	-0.0%
SO	D	-0.0%
NEE	D	-0.0%