RECS vs. SFY ETF Comparison

Comparison of Columbia Research Enhanced Core ETF (RECS) to SoFi Select 500 ETF (SFY)
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

$32.00

Average Daily Volume

281,950

Number of Holdings *

356

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

SoFi Select 500 ETF

SFY Description The investment seeks to track the performance, before fees and expenses, of the Solactive SoFi US 500 Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index follows a rules-based methodology that tracks the performance of 500 of the largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors.

Grade (RS Rating)

Last Trade

$19.21

Average Daily Volume

259,757

Number of Holdings *

490

* may have additional holdings in another (foreign) market
Performance
Period RECS SFY
30 Days 3.96% 4.52%
60 Days -2.17% -5.46%
90 Days 1.36% -0.82%
12 Months 25.13% 22.78%
192 Overlapping Holdings
Symbol Grade Weight in RECS Weight in SFY Overlap
AAPL C 8.65% 4.25% 4.25%
ABBV B 0.68% 0.58% 0.58%
ADBE B 0.65% 0.42% 0.42%
ADM D 0.15% 0.03% 0.03%
ADP B 0.51% 0.16% 0.16%
AEE A 0.17% 0.02% 0.02%
AES D 0.1% 0.03% 0.03%
ALL B 0.28% 0.23% 0.23%
ALNY C 0.06% 0.12% 0.06%
AMGN C 0.35% 0.25% 0.25%
AMT A 0.57% 0.16% 0.16%
AMZN D 4.64% 8.12% 4.64%
ANET D 0.24% 0.25% 0.24%
APP B 0.06% 0.07% 0.06%
ARE D 0.11% 0.06% 0.06%
BAC D 1.56% 0.84% 0.84%
BAX A 0.13% 0.08% 0.08%
BDX D 0.47% 0.12% 0.12%
BEN F 0.03% 0.01% 0.01%
BG D 0.07% 0.01% 0.01%
BIIB D 0.06% 0.03% 0.03%
BK B 0.28% 0.15% 0.15%
BKNG C 0.49% 0.29% 0.29%
BLDR C 0.1% 0.02% 0.02%
BLK B 0.74% 0.19% 0.19%
BMRN D 0.03% 0.04% 0.03%
BMY B 0.67% 0.13% 0.13%
BR C 0.11% 0.04% 0.04%
BURL B 0.06% 0.03% 0.03%
C D 0.68% 0.33% 0.33%
CAG A 0.08% 0.02% 0.02%
CAH A 0.18% 0.07% 0.07%
CAT C 0.8% 0.3% 0.3%
CBOE A 0.12% 0.04% 0.04%
CCL D 0.06% 0.11% 0.06%
CE F 0.12% 0.02% 0.02%
CF B 0.13% 0.01% 0.01%
CI B 0.67% 0.14% 0.14%
CL A 0.45% 0.12% 0.12%
CME A 0.44% 0.12% 0.12%
CMI B 0.19% 0.1% 0.1%
CNA B 0.01% 0.02% 0.01%
CNC D 0.28% 0.07% 0.07%
CRM D 0.6% 1.22% 0.6%
CRWD F 0.16% 0.36% 0.16%
CSCO B 0.52% 0.3% 0.3%
CSGP C 0.17% 0.04% 0.04%
CSL C 0.09% 0.02% 0.02%
CSX D 0.3% 0.08% 0.08%
CTAS B 0.31% 0.12% 0.12%
CTRA F 0.06% 0.01% 0.01%
CVX F 0.78% 0.26% 0.26%
DAL D 0.12% 0.06% 0.06%
DDOG D 0.09% 0.2% 0.09%
DECK C 0.1% 0.04% 0.04%
DELL F 0.07% 0.04% 0.04%
DHI B 0.21% 0.09% 0.09%
DIS F 0.4% 0.29% 0.29%
DOCU A 0.03% 0.06% 0.03%
DTE B 0.2% 0.02% 0.02%
EA C 0.1% 0.06% 0.06%
EG B 0.09% 0.04% 0.04%
EIX A 0.26% 0.04% 0.04%
EOG D 0.22% 0.07% 0.07%
EQIX B 0.43% 0.13% 0.13%
ETR A 0.2% 0.03% 0.03%
EVRG A 0.1% 0.01% 0.01%
EXAS B 0.02% 0.02% 0.02%
EXC A 0.3% 0.06% 0.06%
EXPD D 0.08% 0.01% 0.01%
EXPE C 0.07% 0.04% 0.04%
FANG D 0.11% 0.04% 0.04%
FCNCA C 0.14% 0.15% 0.14%
FDX D 0.3% 0.09% 0.09%
FITB B 0.16% 0.06% 0.06%
FTNT B 0.12% 0.11% 0.11%
FTV D 0.12% 0.04% 0.04%
GILD A 0.18% 0.14% 0.14%
GIS A 0.21% 0.05% 0.05%
GOOG D 1.94% 1.29% 1.29%
GOOGL D 2.28% 1.33% 1.33%
GPN C 0.16% 0.14% 0.14%
HCA B 0.51% 0.14% 0.14%
HLT C 0.2% 0.1% 0.1%
HOLX A 0.12% 0.02% 0.02%
HPE D 0.07% 0.04% 0.04%
HPQ D 0.09% 0.04% 0.04%
HST D 0.07% 0.02% 0.02%
INCY C 0.02% 0.03% 0.02%
INTU D 0.44% 0.3% 0.3%
INVH B 0.12% 0.03% 0.03%
JNJ B 2.67% 0.47% 0.47%
JPM B 3.63% 1.8% 1.8%
K A 0.11% 0.03% 0.03%
KHC A 0.16% 0.06% 0.06%
KMB A 0.25% 0.06% 0.06%
KR C 0.18% 0.05% 0.05%
LDOS B 0.1% 0.04% 0.04%
LEN B 0.16% 0.05% 0.05%
LEN B 0.01% 0.05% 0.01%
LMT A 0.55% 0.18% 0.18%
LRCX F 0.28% 0.1% 0.1%
LVS D 0.05% 0.13% 0.05%
LYB D 0.21% 0.03% 0.03%
MAS B 0.08% 0.02% 0.02%
MCK D 0.49% 0.11% 0.11%
MDT A 0.78% 0.17% 0.17%
MET B 0.25% 0.09% 0.09%
META C 2.8% 2.62% 2.62%
MGM F 0.03% 0.02% 0.02%
MMC A 0.63% 0.17% 0.17%
MMM B 0.34% 0.08% 0.08%
MO A 0.48% 0.11% 0.11%
MOS F 0.07% 0.01% 0.01%
MPC D 0.19% 0.06% 0.06%
MPWR C 0.11% 0.06% 0.06%
MRNA F 0.05% 0.02% 0.02%
MRO C 0.05% 0.02% 0.02%
MSFT D 7.9% 4.65% 4.65%
MSI B 0.19% 0.11% 0.11%
MTD C 0.2% 0.03% 0.03%
NOW B 0.44% 0.64% 0.44%
NTAP D 0.06% 0.03% 0.03%
NUE F 0.29% 0.04% 0.04%
NVDA D 7.54% 15.02% 7.54%
NVR B 0.1% 0.03% 0.03%
OTIS D 0.17% 0.05% 0.05%
OXY F 0.12% 0.04% 0.04%
PANW B 0.28% 0.52% 0.28%
PAYX B 0.19% 0.06% 0.06%
PCAR D 0.23% 0.1% 0.1%
PCG A 0.33% 0.06% 0.06%
PG A 2.09% 0.5% 0.5%
PH B 0.35% 0.15% 0.15%
PHM B 0.1% 0.03% 0.03%
PINS F 0.05% 0.07% 0.05%
PKG B 0.15% 0.02% 0.02%
PLTR B 0.17% 0.18% 0.17%
PM A 1.01% 0.27% 0.27%
PPG D 0.24% 0.04% 0.04%
PRU C 0.24% 0.08% 0.08%
PSX D 0.18% 0.06% 0.06%
PYPL B 0.42% 0.12% 0.12%
QCOM F 0.51% 0.19% 0.19%
QRVO D 0.03% 0.02% 0.02%
RCL C 0.14% 0.14% 0.14%
REGN B 0.24% 0.18% 0.18%
RJF D 0.12% 0.04% 0.04%
ROST B 0.18% 0.08% 0.08%
RPRX B 0.08% 0.06% 0.06%
RS D 0.13% 0.02% 0.02%
SBAC A 0.13% 0.03% 0.03%
SNA D 0.07% 0.02% 0.02%
SOLV B 0.06% 0.01% 0.01%
SPG B 0.3% 0.07% 0.07%
SSNC B 0.07% 0.03% 0.03%
STLD D 0.14% 0.02% 0.02%
STT B 0.15% 0.06% 0.06%
SWK B 0.07% 0.02% 0.02%
SWKS D 0.04% 0.02% 0.02%
SYF C 0.11% 0.04% 0.04%
T A 0.34% 0.27% 0.27%
TEAM F 0.06% 0.08% 0.06%
TGT B 0.36% 0.1% 0.1%
TJX B 0.49% 0.18% 0.18%
TMO A 1.56% 0.26% 0.26%
TROW D 0.13% 0.03% 0.03%
TT B 0.37% 0.11% 0.11%
TTD B 0.11% 0.12% 0.11%
UAL C 0.07% 0.03% 0.03%
UBER B 0.66% 0.34% 0.34%
UNP B 0.7% 0.17% 0.17%
UPS F 0.42% 0.09% 0.09%
VLO D 0.15% 0.05% 0.05%
VRSN C 0.04% 0.03% 0.03%
VRT F 0.13% 0.1% 0.1%
VRTX D 0.25% 0.19% 0.19%
VST C 0.23% 0.04% 0.04%
VTRS C 0.09% 0.05% 0.05%
WAB B 0.13% 0.05% 0.05%
WFC D 1.16% 0.55% 0.55%
WLK D 0.04% 0.02% 0.02%
WM D 0.38% 0.11% 0.11%
WPC A 0.07% 0.02% 0.02%
WSM D 0.06% 0.02% 0.02%
WTW A 0.17% 0.04% 0.04%
WY C 0.12% 0.02% 0.02%
XEL A 0.27% 0.04% 0.04%
XOM C 1.61% 0.52% 0.52%
ZBH D 0.16% 0.05% 0.05%
ZM B 0.04% 0.06% 0.04%
ZS F 0.05% 0.12% 0.05%
RECS Overweight 164 Positions Relative to SFY
Symbol Grade Weight
NI A 0.12%
LULU F 0.12%
RPM A 0.12%
SPOT C 0.12%
THC B 0.11%
AVTR B 0.11%
EME C 0.09%
EQH C 0.08%
RGA B 0.08%
L B 0.08%
JLL B 0.07%
QGEN B 0.07%
EXP B 0.07%
AMH A 0.07%
GLPI A 0.07%
AIZ B 0.06%
FIX C 0.06%
CVNA C 0.06%
UNM B 0.06%
MEDP D 0.06%
JEF B 0.06%
ACM B 0.06%
EWBC C 0.06%
OC D 0.06%
BRX A 0.05%
SON A 0.05%
INGR A 0.05%
NNN A 0.05%
JAZZ D 0.05%
AOS D 0.05%
BLD D 0.05%
LECO F 0.05%
TAP C 0.05%
CLF F 0.05%
SF C 0.05%
FHN C 0.05%
LPX B 0.05%
CACI B 0.05%
ELAN B 0.05%
ITT C 0.05%
DKS C 0.05%
GL B 0.05%
CW B 0.05%
TOL B 0.05%
ASH D 0.04%
ARMK A 0.04%
XRAY D 0.04%
AXS B 0.04%
CNM F 0.04%
AYI C 0.04%
APG D 0.04%
ALSN B 0.04%
LNW B 0.04%
COKE B 0.04%
MTG B 0.04%
OGN C 0.04%
BRBR A 0.04%
NTNX A 0.04%
SEIC D 0.04%
DCI C 0.04%
WTFC B 0.04%
PSTG F 0.04%
MANH B 0.04%
STAG B 0.04%
ZION C 0.04%
UGI C 0.04%
GNRC C 0.04%
TXRH D 0.04%
OLN F 0.04%
CRBG C 0.04%
XP C 0.04%
ACI D 0.04%
LEA F 0.03%
EEFT D 0.03%
NBIX D 0.03%
OZK D 0.03%
NWSA C 0.03%
NTRA B 0.03%
SLM D 0.03%
ESAB D 0.03%
PRGO C 0.03%
JHG B 0.03%
NEU D 0.03%
RHI D 0.03%
WYNN D 0.03%
MSA D 0.03%
COLB B 0.03%
AMG C 0.03%
FLS C 0.03%
FFIV B 0.03%
R C 0.03%
SAIC B 0.03%
LNC C 0.03%
KEX D 0.03%
G B 0.03%
MHK B 0.03%
JNPR A 0.03%
HRB B 0.03%
UTHR B 0.03%
CROX C 0.03%
MIDD D 0.03%
WCC D 0.03%
SKX B 0.03%
FTI D 0.03%
TPR B 0.03%
DBX D 0.02%
M F 0.02%
SMAR A 0.02%
PINC A 0.02%
MAN D 0.02%
LSCC F 0.02%
GTES C 0.02%
PK D 0.02%
MSM D 0.02%
SRPT D 0.02%
CIVI F 0.02%
AZTA F 0.02%
CWEN B 0.02%
HIW B 0.02%
EPR B 0.02%
CRUS C 0.02%
CIEN B 0.02%
NYT C 0.02%
PVH F 0.02%
ROKU C 0.02%
THO C 0.02%
WH A 0.02%
DTM B 0.02%
WU C 0.02%
KRC B 0.02%
MTCH B 0.02%
WFRD F 0.02%
SMG C 0.02%
DINO F 0.02%
FOXA B 0.02%
H C 0.02%
RL A 0.02%
RYN B 0.02%
SNX D 0.02%
ALGM F 0.01%
CWEN B 0.01%
ADTN F 0.01%
NWS C 0.01%
PEGA B 0.01%
APLS C 0.01%
CRI C 0.01%
REYN A 0.01%
RARE B 0.01%
AMKR F 0.01%
COLM B 0.01%
PPC B 0.01%
TNL D 0.01%
SAM D 0.01%
PATH D 0.01%
FOX B 0.01%
IONS D 0.01%
VKTX C 0.01%
GTLB C 0.01%
EXEL B 0.01%
BILL C 0.01%
VIRT A 0.01%
PLTK D 0.0%
DDS D 0.0%
SEB C 0.0%
RECS Underweight 299 Positions Relative to SFY
Symbol Grade Weight
BRK.A B -1.92%
LLY B -1.73%
AVGO D -1.32%
MRK D -1.15%
WMT A -0.9%
UNH A -0.86%
TSLA D -0.85%
AMD F -0.74%
MA B -0.72%
V A -0.69%
GE C -0.66%
ORCL A -0.64%
COST B -0.53%
NFLX B -0.52%
KKR B -0.51%
PGR A -0.51%
GS C -0.48%
IBM A -0.45%
MS C -0.43%
KO B -0.41%
TMUS B -0.41%
HD B -0.41%
AXP B -0.33%
PEP A -0.32%
MCD A -0.31%
ISRG B -0.31%
LIN B -0.3%
ACN A -0.29%
BSX A -0.26%
CMCSA C -0.26%
PLD B -0.26%
RTX B -0.25%
BA F -0.25%
SPGI A -0.25%
APO D -0.24%
CEG D -0.23%
SYK A -0.23%
PFE D -0.23%
VZ B -0.22%
ABT A -0.22%
AMAT F -0.21%
CB A -0.21%
SQ D -0.21%
DHR B -0.19%
ETN D -0.19%
STZ B -0.19%
SBUX B -0.19%
HON D -0.18%
WDAY C -0.18%
TFC B -0.18%
NEE A -0.18%
USB B -0.18%
ELV B -0.18%
SCHW D -0.17%
TXN C -0.17%
COIN F -0.17%
TDG B -0.16%
PNC B -0.16%
WELL A -0.15%
DE B -0.15%
LOW B -0.15%
CVS F -0.15%
SNPS D -0.15%
MDLZ A -0.15%
INTC F -0.14%
ICE A -0.14%
CMG D -0.13%
MCO B -0.13%
SHW B -0.13%
DASH B -0.13%
GEV A -0.13%
NKE C -0.13%
CDNS D -0.13%
ACGL B -0.12%
COP D -0.12%
BX B -0.12%
KLAC D -0.12%
ADI C -0.12%
FSLR C -0.12%
AJG A -0.12%
SLB F -0.12%
MAR D -0.11%
DUK A -0.11%
ZTS A -0.11%
BKR D -0.11%
ORLY B -0.11%
F D -0.11%
GD B -0.11%
MKL C -0.1%
RSG B -0.1%
O A -0.1%
NOC B -0.1%
COF C -0.1%
ROP C -0.1%
AON A -0.1%
ABNB F -0.1%
ECL B -0.1%
MU F -0.1%
STE A -0.1%
DLR D -0.09%
VICI A -0.09%
URI C -0.09%
SO A -0.09%
SNOW F -0.09%
SMCI F -0.09%
ITW C -0.09%
APH D -0.09%
SCCO D -0.09%
ADSK B -0.09%
MRVL D -0.08%
JCI C -0.08%
MTB B -0.08%
AZO B -0.08%
GM B -0.08%
LHX C -0.08%
LNG B -0.08%
FCX D -0.08%
ARES C -0.08%
EXR B -0.08%
XYL D -0.08%
MNST D -0.08%
CARR B -0.08%
MSCI B -0.08%
FIS A -0.08%
TRV A -0.08%
CINF B -0.08%
IR D -0.07%
HUM D -0.07%
NSC B -0.07%
NET F -0.07%
KDP A -0.07%
AFL B -0.07%
PODD A -0.07%
HUBS F -0.07%
HWM B -0.07%
FICO A -0.07%
APD B -0.07%
CLX A -0.07%
NEM B -0.07%
AMP B -0.07%
GWW C -0.07%
PWR C -0.07%
DFS C -0.07%
PSA A -0.07%
CPRT D -0.07%
AXON B -0.06%
DKNG D -0.06%
SYY A -0.06%
IT B -0.06%
GEHC B -0.06%
VEEV A -0.06%
WMB B -0.06%
IDXX D -0.06%
DXCM F -0.06%
CHTR C -0.06%
EBAY A -0.06%
AEP A -0.06%
LYV D -0.06%
IQV B -0.06%
EW F -0.06%
SRE B -0.06%
EMR D -0.06%
WBD D -0.05%
DOW D -0.05%
GRMN B -0.05%
MDB C -0.05%
AIG D -0.05%
DD C -0.05%
HES F -0.05%
HBAN B -0.05%
CTSH B -0.05%
VMC D -0.05%
A B -0.05%
D A -0.05%
ROK D -0.05%
HAL F -0.05%
YUM B -0.05%
RMD A -0.05%
IRM B -0.05%
NDAQ A -0.05%
VRSK C -0.05%
MLM D -0.05%
FAST D -0.05%
HIG B -0.05%
OKE A -0.05%
ODFL D -0.05%
CTVA B -0.05%
NTRS B -0.05%
CCI A -0.05%
MCHP D -0.05%
EFX B -0.05%
AME D -0.05%
KVUE A -0.05%
BRO A -0.05%
TRU B -0.04%
MOH C -0.04%
WRB B -0.04%
CDW D -0.04%
ON D -0.04%
HSY A -0.04%
CFG B -0.04%
AVB B -0.04%
ED A -0.04%
TTWO B -0.04%
AWK A -0.04%
ERIE A -0.04%
CHD A -0.04%
ROL B -0.04%
PTC D -0.04%
GLW C -0.04%
KMI B -0.04%
PEG B -0.04%
ANSS D -0.04%
CBRE B -0.04%
RBLX B -0.04%
ES A -0.04%
SJM A -0.04%
FE A -0.04%
GDDY C -0.04%
BBY A -0.03%
DVN F -0.03%
GFS F -0.03%
MKC A -0.03%
ULTA D -0.03%
TXT D -0.03%
TDY B -0.03%
DRI A -0.03%
LPLA D -0.03%
ALGN F -0.03%
J C -0.03%
WST D -0.03%
DOV C -0.03%
EL F -0.03%
TRGP A -0.03%
DLTR F -0.03%
TYL A -0.03%
KEY B -0.03%
VTR A -0.03%
WEC A -0.03%
KEYS C -0.03%
CPAY B -0.03%
IFF A -0.03%
ILMN B -0.03%
LUV A -0.03%
ENTG D -0.03%
PPL A -0.03%
BAH B -0.03%
MSTR F -0.03%
OKTA F -0.03%
UDR B -0.03%
HUBB C -0.03%
VLTO B -0.03%
TSCO B -0.03%
EQR B -0.03%
RF B -0.03%
ZBRA C -0.02%
SIRI F -0.02%
DPZ D -0.02%
ENPH D -0.02%
TFX A -0.02%
LNT A -0.02%
CPB A -0.02%
WDC D -0.02%
LKQ D -0.02%
STX D -0.02%
JKHY B -0.02%
DGX B -0.02%
ALB F -0.02%
TER D -0.02%
PAYC D -0.02%
JBHT C -0.02%
CNP D -0.02%
AGR B -0.02%
AVY B -0.02%
DOC B -0.02%
ATO A -0.02%
IEX D -0.02%
PFG D -0.02%
IP B -0.02%
HRL A -0.02%
TWLO D -0.02%
BALL A -0.02%
CMS A -0.02%
LW D -0.02%
ESS B -0.02%
FDS C -0.02%
MAA B -0.02%
WAT B -0.02%
DG F -0.02%
WBA F -0.02%
AKAM D -0.02%
GPC D -0.02%
TSN A -0.02%
SUI A -0.02%
OMC B -0.02%
SNAP F -0.01%
EMN C -0.01%
KMX C -0.01%
EPAM C -0.01%
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