REVS vs. SCHG ETF Comparison

Comparison of Columbia Research Enhanced Value ETF (REVS) to Schwab U.S. Large-Cap Growth ETF (SCHG)
REVS

Columbia Research Enhanced Value ETF

REVS Description

The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Value Index. The fund invests at least 80% of its assets in the securities of the index. The index reflects a rules-based strategic beta approach to investing in the companies that comprise the Russell 1000® Value Index, designed to achieve stronger total return when compared to the Russell 1000® Value Index, which is a broad measure of the performance of U.S. large- and mid-cap value companies.

Grade (RS Rating)

Last Trade

$26.74

Average Daily Volume

10,423

Number of Holdings *

304

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

Schwab U.S. Large-Cap Growth ETF

SCHG Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "growth" based on a number of factors. The index is a float-adjusted market capitalization weighted index.

Grade (RS Rating)

Last Trade

$27.49

Average Daily Volume

4,492,339

Number of Holdings *

223

* may have additional holdings in another (foreign) market
Performance
Period REVS SCHG
30 Days 4.40% 4.60%
60 Days 6.20% 6.32%
90 Days 7.64% 7.65%
12 Months 31.68% 38.45%
43 Overlapping Holdings
Symbol Grade Weight in REVS Weight in SCHG Overlap
ALNY D 0.01% 0.12% 0.01%
AVTR F 0.17% 0.05% 0.05%
AZO C 0.06% 0.21% 0.06%
BKNG A 0.13% 0.66% 0.13%
BLD D 0.12% 0.04% 0.04%
BLDR D 0.21% 0.08% 0.08%
BLK C 1.4% 0.57% 0.57%
BMRN D 0.05% 0.05% 0.05%
CACI D 0.11% 0.04% 0.04%
CLF F 0.05% 0.02% 0.02%
CNM D 0.03% 0.03% 0.03%
COKE C 0.09% 0.03% 0.03%
CRM B 0.68% 1.23% 0.68%
CSGP D 0.4% 0.12% 0.12%
CSL C 0.19% 0.08% 0.08%
CVNA B 0.2% 0.11% 0.11%
DELL C 0.47% 0.15% 0.15%
EG C 0.13% 0.06% 0.06%
EME C 0.16% 0.09% 0.09%
EPAM C 0.18% 0.05% 0.05%
EQIX A 1.08% 0.34% 0.34%
EXAS D 0.02% 0.04% 0.02%
FCNCA A 0.25% 0.1% 0.1%
FTI A 0.07% 0.05% 0.05%
FTNT C 0.16% 0.23% 0.16%
GNRC B 0.06% 0.04% 0.04%
HLT A 0.36% 0.24% 0.24%
MCK B 0.58% 0.31% 0.31%
MRNA F 0.05% 0.05% 0.05%
MTD D 0.31% 0.1% 0.1%
NVR D 0.31% 0.11% 0.11%
OKTA C 0.1% 0.05% 0.05%
OLED D 0.06% 0.03% 0.03%
PATH C 0.01% 0.02% 0.01%
PSTG D 0.03% 0.06% 0.03%
QRVO F 0.09% 0.02% 0.02%
REGN F 0.27% 0.32% 0.27%
ROIV C 0.02% 0.02% 0.02%
ROKU D 0.05% 0.04% 0.04%
SBAC D 0.3% 0.09% 0.09%
TWLO A 0.2% 0.06% 0.06%
VRTX F 0.23% 0.47% 0.23%
ZM B 0.31% 0.08% 0.08%
REVS Overweight 261 Positions Relative to SCHG
Symbol Grade Weight
JPM A 5.41%
JNJ D 4.62%
CSCO B 3.43%
XOM B 3.14%
BAC A 2.95%
PM B 2.49%
WFC A 2.44%
CAT B 1.74%
CVX A 1.61%
BMY B 1.45%
DIS B 1.41%
MDT D 1.34%
C A 1.23%
MO A 1.16%
T A 1.09%
CMCSA B 1.09%
UPS C 1.05%
CI F 1.03%
MMC B 0.88%
LMT D 0.84%
UNP C 0.8%
CME A 0.78%
PCG A 0.76%
CSX B 0.73%
FDX B 0.7%
TT A 0.67%
TGT F 0.67%
EXC C 0.65%
ABBV D 0.65%
XEL A 0.65%
TJX A 0.65%
MSI B 0.63%
MMM D 0.62%
PCAR B 0.62%
HCA F 0.6%
DHI D 0.57%
SPG B 0.57%
EIX B 0.55%
BK A 0.54%
CMI A 0.54%
ETR B 0.54%
NUE C 0.5%
LEN D 0.47%
KR B 0.46%
DAL C 0.45%
MET A 0.45%
EOG A 0.45%
OTIS C 0.44%
GIS D 0.43%
CL D 0.42%
SW A 0.42%
HPE B 0.42%
DTE C 0.42%
GILD C 0.41%
ALL A 0.41%
PRU A 0.41%
ROST C 0.41%
AEE A 0.41%
PPG F 0.4%
HPQ B 0.4%
CNC D 0.39%
WAB B 0.37%
EBAY D 0.36%
UAL A 0.34%
KMB D 0.33%
KHC F 0.33%
PSX C 0.32%
MPC D 0.32%
ADM D 0.31%
PKG A 0.31%
PHM D 0.31%
PAYX C 0.31%
CCL B 0.3%
STLD B 0.3%
EA A 0.3%
LYB F 0.3%
FTV C 0.29%
WY D 0.29%
WTW B 0.29%
FITB A 0.29%
NI A 0.28%
RJF A 0.28%
STT A 0.27%
GPN B 0.27%
INVH D 0.27%
K A 0.26%
VLO C 0.26%
RS B 0.25%
LDOS C 0.24%
SYF B 0.24%
TROW B 0.24%
EVRG A 0.24%
GEN B 0.23%
ARE D 0.23%
CF B 0.23%
HOLX D 0.22%
BAX D 0.21%
NTAP C 0.21%
FFIV B 0.21%
VRSN F 0.21%
SWKS F 0.2%
FANG D 0.2%
OXY D 0.2%
CBOE B 0.2%
SNA A 0.2%
RPM A 0.19%
VTRS A 0.19%
NTNX A 0.18%
OC A 0.18%
TOL B 0.18%
THC D 0.18%
MAS D 0.18%
SSNC B 0.17%
GLPI C 0.17%
JNPR F 0.17%
AMAT F 0.17%
HST C 0.16%
ACM A 0.16%
AES F 0.16%
QCOM F 0.16%
WPC D 0.16%
AMH D 0.16%
BG F 0.15%
TPR B 0.15%
CW B 0.15%
CAH B 0.15%
EXPD D 0.15%
CAG D 0.15%
CIEN B 0.14%
RGA A 0.14%
L A 0.14%
SWK D 0.14%
TAP C 0.13%
RPRX D 0.13%
AMGN D 0.13%
SNX C 0.13%
EWBC A 0.13%
CTRA B 0.12%
BRX A 0.12%
DKS C 0.12%
BRBR A 0.12%
ARMK B 0.12%
SOLV C 0.12%
UNM A 0.12%
SF B 0.11%
AIZ A 0.11%
WSM B 0.11%
AYI B 0.11%
ALSN B 0.11%
JLL D 0.11%
INGR B 0.11%
MOS F 0.11%
ADP B 0.1%
WCC B 0.1%
DCI B 0.1%
RL B 0.1%
ACI C 0.1%
BILL A 0.1%
FHN A 0.1%
WYNN D 0.1%
MGM D 0.1%
NNN D 0.1%
STAG F 0.09%
UGI A 0.09%
SKX D 0.09%
FLS B 0.09%
LECO B 0.09%
BIIB F 0.09%
GL B 0.09%
JAZZ B 0.09%
AOS F 0.09%
MRO B 0.09%
MIDD C 0.08%
WH B 0.08%
WTFC A 0.08%
ZION B 0.08%
CRUS D 0.08%
KEX C 0.08%
MHK D 0.08%
G B 0.08%
CE F 0.08%
THO B 0.07%
SAIC F 0.07%
OLN D 0.07%
MSA D 0.07%
SON D 0.07%
FOXA B 0.07%
CRBG B 0.07%
R B 0.07%
SEIC B 0.07%
HRB D 0.07%
ESAB B 0.07%
NWSA B 0.07%
NYT C 0.06%
BEN C 0.06%
RYN D 0.06%
CROX D 0.06%
COLB A 0.06%
MTG C 0.06%
KRC C 0.06%
UTHR C 0.06%
WLK D 0.06%
LEA D 0.06%
PVH C 0.06%
AXS A 0.06%
DBX B 0.06%
PRGO B 0.05%
OGN D 0.05%
GTES A 0.05%
XRAY F 0.05%
M D 0.05%
OZK B 0.05%
SLM A 0.05%
NEU C 0.05%
GAP C 0.05%
MTCH D 0.05%
JHG A 0.05%
ASH D 0.05%
AMG B 0.05%
LNC B 0.05%
XP F 0.05%
ALGM D 0.04%
CWEN C 0.04%
FOX A 0.04%
DINO D 0.04%
PK B 0.04%
INCY C 0.04%
EEFT B 0.04%
TNL A 0.04%
CTAS B 0.04%
SIRI C 0.04%
SMG D 0.04%
HIW D 0.04%
EPR D 0.04%
AMKR D 0.04%
SAM C 0.03%
WU D 0.03%
VIRT B 0.03%
PINC B 0.03%
AZTA D 0.03%
COLM B 0.03%
LPX B 0.03%
EXP A 0.03%
CWEN C 0.02%
DDS B 0.02%
REYN D 0.02%
LEN D 0.02%
CRI D 0.02%
TER D 0.02%
CIVI D 0.02%
PPC C 0.02%
NWS B 0.02%
ADTN A 0.02%
INFA D 0.02%
BR A 0.02%
EXEL B 0.01%
SEB F 0.01%
CNA B 0.01%
LSCC D 0.01%
IONS F 0.0%
PLTK B 0.0%
REVS Underweight 180 Positions Relative to SCHG
Symbol Grade Weight
AAPL C -10.4%
NVDA C -10.35%
MSFT F -9.27%
AMZN C -5.65%
TSLA B -3.69%
META D -3.64%
GOOGL C -3.08%
AVGO D -3.03%
GOOG C -2.54%
LLY F -2.25%
UNH C -2.14%
V A -2.05%
MA C -1.69%
COST B -1.6%
NFLX A -1.43%
AMD F -0.88%
ACN C -0.87%
ADBE C -0.87%
LIN D -0.85%
NOW A -0.81%
GE D -0.76%
TMO F -0.75%
ISRG A -0.74%
INTU C -0.74%
SPGI C -0.63%
PGR A -0.59%
DHR F -0.58%
UBER D -0.57%
PANW C -0.49%
FI A -0.48%
PLTR B -0.48%
TMUS B -0.46%
ANET C -0.37%
LRCX F -0.36%
ELV F -0.36%
PH A -0.35%
GEV B -0.35%
SHW A -0.34%
KLAC D -0.33%
CDNS B -0.32%
CMG B -0.32%
CRWD B -0.31%
ZTS D -0.31%
SNPS B -0.31%
MRVL B -0.3%
APO B -0.29%
MCO B -0.29%
TDG D -0.28%
ORLY B -0.28%
CEG D -0.28%
ADSK A -0.26%
MAR B -0.26%
COIN C -0.26%
MSTR C -0.26%
APP B -0.25%
ABNB C -0.23%
ROP B -0.23%
WDAY B -0.22%
URI B -0.22%
FICO B -0.22%
DASH A -0.22%
TTD B -0.21%
CPRT A -0.2%
SQ B -0.2%
GWW B -0.2%
FLUT A -0.19%
LNG B -0.19%
VRT B -0.18%
MSCI C -0.18%
EW C -0.17%
SNOW C -0.17%
BKR B -0.17%
AXON A -0.17%
TRGP B -0.17%
IT C -0.16%
ODFL B -0.16%
HES B -0.16%
STZ D -0.15%
CHTR C -0.15%
TEAM A -0.15%
DDOG A -0.15%
CTVA C -0.15%
IDXX F -0.14%
RMD C -0.14%
LULU C -0.14%
MLM B -0.14%
VMC B -0.14%
HUM C -0.13%
IQV D -0.13%
HUBS A -0.13%
ANSS B -0.12%
TTWO A -0.12%
EFX F -0.12%
DXCM D -0.12%
VEEV C -0.12%
DECK A -0.11%
RBLX C -0.11%
NET B -0.11%
MPWR F -0.11%
CPAY A -0.1%
HOOD B -0.1%
TYL B -0.1%
GDDY A -0.1%
TPL A -0.1%
HEI B -0.1%
MKL A -0.09%
TDY B -0.09%
WST C -0.09%
PTC A -0.09%
LPLA A -0.09%
ZS C -0.08%
LII A -0.08%
IBKR A -0.08%
DKNG B -0.08%
LYV A -0.08%
ILMN D -0.08%
MDB C -0.08%
FSLR F -0.08%
WAT B -0.08%
WBD C -0.08%
ULTA F -0.07%
MOH F -0.07%
PINS D -0.07%
PODD C -0.07%
FDS B -0.07%
NTRA B -0.07%
SFM A -0.06%
COHR B -0.06%
CASY A -0.06%
JBHT C -0.06%
TW A -0.06%
DPZ C -0.06%
DT C -0.06%
FIX A -0.06%
DOCU A -0.06%
ALGN D -0.06%
TOST B -0.06%
DAY B -0.05%
NBIX C -0.05%
OWL A -0.05%
CLH B -0.05%
PFGC B -0.05%
TXRH C -0.05%
RVTY F -0.05%
RNR C -0.05%
SAIA B -0.05%
POOL C -0.05%
PEN B -0.04%
WMS D -0.04%
WING D -0.04%
MUSA A -0.04%
CRL C -0.04%
SRPT D -0.04%
CHDN B -0.04%
KNSL B -0.04%
CTLT B -0.04%
PAYC B -0.04%
SMCI F -0.04%
FND C -0.04%
LBRDK C -0.04%
INSM C -0.04%
RGEN D -0.03%
WSC D -0.03%
RIVN F -0.03%
PCOR B -0.03%
ESTC C -0.03%
TREX C -0.03%
MEDP D -0.03%
CHE D -0.03%
RRC B -0.03%
TKO B -0.03%
ENPH F -0.03%
PCTY B -0.03%
CELH F -0.02%
PSN D -0.02%
U C -0.02%
ETSY D -0.02%
BIO D -0.02%
NOV C -0.02%
RCM F -0.01%
Compare ETFs