RECS vs. SHRY ETF Comparison
Comparison of Columbia Research Enhanced Core ETF (RECS) to First Trust Bloomberg Shareholder Yield ETF (SHRY)
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
$36.00
Average Daily Volume
411,448
Number of Holdings
*
361
* may have additional holdings in another (foreign) market
SHRY
First Trust Bloomberg Shareholder Yield ETF
SHRY Description
The fund will normally invest at least 90% of its net assets in the securities that comprise the index. The index is designed to select dividend-paying securities issued by large capitalization U.S. companies.Grade (RS Rating)
Last Trade
$42.88
Average Daily Volume
461
Number of Holdings
*
49
* may have additional holdings in another (foreign) market
Performance
| Period | RECS | SHRY |
|---|---|---|
| 30 Days | 4.53% | 5.39% |
| 60 Days | 6.67% | 4.37% |
| 90 Days | 8.47% | 5.73% |
| 12 Months | 36.76% |
25 Overlapping Holdings
| Symbol | Grade | Weight in RECS | Weight in SHRY | Overlap | |
|---|---|---|---|---|---|
| AAPL | A | 8.2% | 1.43% | 1.43% | |
| ADBE | C | 0.52% | 0.96% | 0.52% | |
| ADP | A | 0.52% | 1.49% | 0.52% | |
| BLK | C | 0.79% | 1.56% | 0.79% | |
| CAH | B | 0.19% | 3.8% | 0.19% | |
| CL | D | 0.37% | 1.54% | 0.37% | |
| CME | A | 0.44% | 2.25% | 0.44% | |
| EOG | C | 0.23% | 3.63% | 0.23% | |
| GIS | D | 0.17% | 2.33% | 0.17% | |
| GOOGL | C | 2.33% | 1.15% | 1.15% | |
| HPQ | B | 0.09% | 3.07% | 0.09% | |
| JNJ | D | 2.34% | 2.35% | 2.34% | |
| KMB | C | 0.23% | 1.84% | 0.23% | |
| LMT | D | 0.49% | 2.52% | 0.49% | |
| LYB | F | 0.16% | 2.95% | 0.16% | |
| MCK | B | 0.51% | 3.03% | 0.51% | |
| MDT | D | 0.68% | 1.73% | 0.68% | |
| MET | A | 0.25% | 2.28% | 0.25% | |
| MO | A | 0.47% | 5.34% | 0.47% | |
| MSFT | C | 7.47% | 0.39% | 0.39% | |
| NVR | D | 0.08% | 2.49% | 0.08% | |
| PAYX | B | 0.19% | 1.55% | 0.19% | |
| PG | A | 1.98% | 1.73% | 1.73% | |
| QCOM | F | 0.42% | 1.15% | 0.42% | |
| UNP | C | 0.61% | 1.52% | 0.61% |
RECS Overweight 336 Positions Relative to SHRY
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 8.6% | |
| AMZN | B | 4.7% | |
| JPM | B | 3.69% | |
| META | D | 2.88% | |
| GOOG | C | 1.97% | |
| BAC | A | 1.67% | |
| XOM | C | 1.56% | |
| WFC | A | 1.38% | |
| TMO | F | 1.23% | |
| PM | A | 1.01% | |
| CAT | B | 0.81% | |
| CVX | A | 0.8% | |
| CRM | B | 0.74% | |
| BMY | B | 0.73% | |
| C | B | 0.7% | |
| FI | A | 0.66% | |
| BKNG | A | 0.6% | |
| UBER | D | 0.6% | |
| MMC | A | 0.58% | |
| CI | D | 0.57% | |
| CSCO | A | 0.56% | |
| ABBV | D | 0.55% | |
| NOW | A | 0.5% | |
| TJX | A | 0.48% | |
| DIS | B | 0.48% | |
| AMT | D | 0.48% | |
| EQIX | A | 0.45% | |
| PYPL | B | 0.45% | |
| INTU | C | 0.43% | |
| TT | A | 0.41% | |
| BDX | F | 0.41% | |
| UPS | C | 0.41% | |
| VST | B | 0.4% | |
| HCA | F | 0.4% | |
| PH | A | 0.38% | |
| T | A | 0.37% | |
| WM | A | 0.37% | |
| PCG | A | 0.34% | |
| PLTR | B | 0.33% | |
| CTAS | A | 0.32% | |
| SPG | A | 0.31% | |
| MMM | C | 0.3% | |
| BK | A | 0.3% | |
| AMGN | F | 0.29% | |
| XEL | A | 0.29% | |
| EXC | C | 0.29% | |
| CSX | B | 0.29% | |
| PANW | B | 0.28% | |
| FDX | B | 0.28% | |
| NUE | D | 0.27% | |
| TGT | F | 0.27% | |
| ALL | A | 0.27% | |
| PCAR | B | 0.25% | |
| ANET | C | 0.25% | |
| COR | A | 0.25% | |
| PRU | A | 0.24% | |
| ETR | A | 0.24% | |
| EIX | A | 0.24% | |
| LRCX | D | 0.23% | |
| PPG | D | 0.22% | |
| HLT | A | 0.22% | |
| APP | B | 0.21% | |
| CMI | A | 0.21% | |
| VRTX | D | 0.21% | |
| VRT | B | 0.21% | |
| CRWD | B | 0.2% | |
| CNC | F | 0.2% | |
| MSI | B | 0.2% | |
| KR | A | 0.19% | |
| DTE | C | 0.19% | |
| RCL | A | 0.19% | |
| GILD | B | 0.19% | |
| DAL | B | 0.18% | |
| AEE | A | 0.18% | |
| PKG | A | 0.17% | |
| FITB | B | 0.17% | |
| WTW | A | 0.17% | |
| DHI | D | 0.17% | |
| OTIS | C | 0.17% | |
| SPOT | B | 0.16% | |
| CSGP | C | 0.16% | |
| PSX | C | 0.16% | |
| ROST | C | 0.16% | |
| STLD | B | 0.16% | |
| RJF | A | 0.16% | |
| MPC | D | 0.16% | |
| REGN | F | 0.15% | |
| WAB | A | 0.15% | |
| STT | A | 0.15% | |
| FCNCA | B | 0.15% | |
| MTD | D | 0.15% | |
| GPN | C | 0.15% | |
| TROW | A | 0.14% | |
| UAL | B | 0.14% | |
| SYF | A | 0.14% | |
| RS | B | 0.14% | |
| LEN | D | 0.14% | |
| ZBH | C | 0.14% | |
| FTNT | B | 0.14% | |
| TTD | B | 0.13% | |
| CF | B | 0.13% | |
| ADM | D | 0.13% | |
| VLO | C | 0.13% | |
| RPM | B | 0.13% | |
| LULU | C | 0.13% | |
| KHC | D | 0.13% | |
| SBAC | D | 0.12% | |
| NI | A | 0.12% | |
| EVRG | A | 0.11% | |
| EME | B | 0.11% | |
| INVH | D | 0.11% | |
| BR | A | 0.11% | |
| FTV | B | 0.11% | |
| HOLX | D | 0.11% | |
| WY | D | 0.11% | |
| CBOE | B | 0.11% | |
| DDOG | B | 0.1% | |
| DECK | B | 0.1% | |
| VTRS | B | 0.1% | |
| OXY | F | 0.1% | |
| EA | B | 0.1% | |
| FANG | F | 0.1% | |
| K | A | 0.1% | |
| BAX | F | 0.1% | |
| EG | C | 0.09% | |
| CCL | B | 0.09% | |
| CSL | B | 0.09% | |
| CVNA | B | 0.09% | |
| TEAM | B | 0.09% | |
| DELL | C | 0.09% | |
| THC | D | 0.09% | |
| PHM | D | 0.09% | |
| LDOS | D | 0.09% | |
| BLDR | D | 0.09% | |
| ARE | D | 0.09% | |
| EWBC | B | 0.08% | |
| RGA | A | 0.08% | |
| L | A | 0.08% | |
| WSM | B | 0.08% | |
| EXPE | B | 0.08% | |
| SNA | A | 0.08% | |
| EQH | B | 0.08% | |
| AVTR | D | 0.08% | |
| SSNC | A | 0.07% | |
| FIX | A | 0.07% | |
| GLPI | B | 0.07% | |
| JEF | A | 0.07% | |
| HPE | B | 0.07% | |
| OC | B | 0.07% | |
| EXPD | D | 0.07% | |
| AES | F | 0.07% | |
| UNM | A | 0.07% | |
| MAS | D | 0.07% | |
| EXP | B | 0.07% | |
| SWK | D | 0.06% | |
| FHN | B | 0.06% | |
| CTRA | B | 0.06% | |
| AIZ | A | 0.06% | |
| BG | D | 0.06% | |
| BURL | B | 0.06% | |
| CE | F | 0.06% | |
| NTAP | B | 0.06% | |
| QGEN | D | 0.06% | |
| LVS | C | 0.06% | |
| SF | B | 0.06% | |
| MOS | F | 0.06% | |
| JLL | B | 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 | C | 0.06% | |
| ZION | B | 0.05% | |
| MRO | B | 0.05% | |
| INGR | B | 0.05% | |
| BRX | A | 0.05% | |
| LECO | C | 0.05% | |
| MEDP | D | 0.05% | |
| BRBR | A | 0.05% | |
| GL | C | 0.05% | |
| ZM | B | 0.05% | |
| TAP | C | 0.05% | |
| ITT | B | 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 | A | 0.04% | |
| CNM | C | 0.04% | |
| AXS | A | 0.04% | |
| OLN | D | 0.04% | |
| MANH | C | 0.04% | |
| AOS | F | 0.04% | |
| GEN | A | 0.04% | |
| DOCU | B | 0.04% | |
| UGI | A | 0.04% | |
| VRSN | C | 0.04% | |
| SON | D | 0.04% | |
| PSTG | D | 0.04% | |
| ACI | C | 0.04% | |
| BLD | D | 0.04% | |
| DCI | A | 0.04% | |
| WCC | B | 0.04% | |
| DKS | C | 0.04% | |
| BIIB | F | 0.04% | |
| NTNX | B | 0.04% | |
| PINS | D | 0.04% | |
| CLF | F | 0.04% | |
| NNN | D | 0.04% | |
| AYI | C | 0.04% | |
| CRBG | B | 0.04% | |
| ALSN | B | 0.04% | |
| ELAN | F | 0.04% | |
| SEIC | A | 0.04% | |
| TPR | A | 0.04% | |
| GNRC | B | 0.04% | |
| WTFC | B | 0.04% | |
| ZS | C | 0.04% | |
| TXRH | A | 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 | B | 0.03% | |
| DTM | B | 0.03% | |
| RL | B | 0.03% | |
| SKX | D | 0.03% | |
| AMG | B | 0.03% | |
| ASH | F | 0.03% | |
| JNPR | F | 0.03% | |
| ESAB | B | 0.03% | |
| LNW | D | 0.03% | |
| JHG | A | 0.03% | |
| MGM | F | 0.03% | |
| LNC | B | 0.03% | |
| MIDD | B | 0.03% | |
| R | A | 0.03% | |
| RHI | C | 0.03% | |
| SWKS | D | 0.03% | |
| KEX | B | 0.03% | |
| UTHR | B | 0.03% | |
| WLK | F | 0.03% | |
| BEN | C | 0.03% | |
| WYNN | D | 0.03% | |
| FFIV | A | 0.03% | |
| COKE | C | 0.03% | |
| COLB | B | 0.03% | |
| STAG | D | 0.03% | |
| MTG | B | 0.03% | |
| G | B | 0.03% | |
| FLS | A | 0.03% | |
| XP | F | 0.03% | |
| QRVO | F | 0.02% | |
| DBX | C | 0.02% | |
| AZTA | D | 0.02% | |
| PK | B | 0.02% | |
| CIVI | F | 0.02% | |
| VIRT | B | 0.02% | |
| MSM | C | 0.02% | |
| GTLB | C | 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 | F | 0.02% | |
| SMAR | A | 0.02% | |
| EXEL | A | 0.02% | |
| NYT | D | 0.02% | |
| GTES | A | 0.02% | |
| WU | D | 0.02% | |
| DINO | F | 0.02% | |
| LEA | D | 0.02% | |
| PVH | C | 0.02% | |
| ROKU | D | 0.02% | |
| THO | B | 0.02% | |
| BILL | B | 0.02% | |
| INCY | B | 0.02% | |
| CROX | F | 0.02% | |
| BMRN | 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 | C | 0.02% | |
| OGN | D | 0.02% | |
| PRGO | C | 0.02% | |
| XRAY | F | 0.02% | |
| NBIX | C | 0.02% | |
| SMG | D | 0.02% | |
| WH | A | 0.02% | |
| FOXA | C | 0.02% | |
| NEU | C | 0.02% | |
| MSA | C | 0.02% | |
| CNA | B | 0.01% | |
| APLS | C | 0.01% | |
| CRI | F | 0.01% | |
| ALGM | D | 0.01% | |
| CWEN | C | 0.01% | |
| RARE | D | 0.01% | |
| AMKR | F | 0.01% | |
| REYN | D | 0.01% | |
| ADTN | B | 0.01% | |
| NWS | B | 0.01% | |
| ROIV | B | 0.01% | |
| COLM | B | 0.01% | |
| IONS | D | 0.01% | |
| PEGA | A | 0.01% | |
| SAM | C | 0.01% | |
| VKTX | F | 0.01% | |
| PPC | C | 0.01% | |
| TNL | B | 0.01% | |
| MAN | D | 0.01% | |
| CRUS | D | 0.01% | |
| PATH | C | 0.01% | |
| FOX | B | 0.01% | |
| SRPT | C | 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% | |
| LEN | D | 0.0% |
RECS Underweight 24 Positions Relative to SHRY
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMP | A | -5.01% | |
| PFG | C | -4.77% | |
| CHTR | B | -3.92% | |
| KMI | B | -3.13% | |
| HIG | A | -2.86% | |
| AFL | A | -2.46% | |
| SLB | C | -1.95% | |
| CMCSA | C | -1.91% | |
| V | A | -1.76% | |
| MRK | D | -1.59% | |
| TRV | B | -1.51% | |
| ABT | B | -1.46% | |
| ORLY | A | -1.36% | |
| SHW | A | -1.18% | |
| MA | A | -1.16% | |
| MCD | D | -1.1% | |
| BX | B | -1.1% | |
| ETN | A | -1.07% | |
| CB | C | -0.99% | |
| ORCL | B | -0.85% | |
| AMAT | F | -0.72% | |
| ACN | B | -0.7% | |
| KLAC | D | -0.54% | |
| BRK.A | B | -0.39% |
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
SHRY: Top Represented Industries & Keywords
Industries:
Asset Management
Household & Personal Products
Insurance - Life
Business Services
Credit Services
Drug Manufacturers - Major
Insurance - Diversified
Insurance - Property & Casualty
Medical Devices
Medical Distribution
Pay TV
Semiconductor Equipment & Materials
Software - Infrastructure
Specialty Chemicals
Aerospace & Defense
Computer Systems
Consumer Electronics
Financial Data & Stock Exchanges
Information Technology Services
Internet Content & Information
Compare ETFs
