SIZE vs. RECS ETF Comparison
Comparison of iShares MSCI USA Size Factor (SIZE) to Columbia Research Enhanced Core ETF (RECS)
SIZE
iShares MSCI USA Size Factor
SIZE Description
The investment seeks to track the performance of MSCI USA Risk Weighted Index that measures the performance of U.S. large- and mid-capitalization stocks with relatively smaller average market capitalization, before fees and expenses. The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The MSCI USA Risk Weighted Index (the "underlying index") is based on a traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid- capitalization stocks.
Grade (RS Rating)
Last Trade
$148.92
Average Daily Volume
4,181
Number of Holdings
*
123
* may have additional holdings in another (foreign) market
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
Performance
| Period | SIZE | RECS |
|---|---|---|
| 30 Days | 3.97% | 2.09% |
| 60 Days | 5.92% | 3.72% |
| 90 Days | 8.19% | 4.85% |
| 12 Months | 25.37% | 32.65% |
45 Overlapping Holdings
| Symbol | Grade | Weight in SIZE | Weight in RECS | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 5.47% | 8.58% | 5.47% | |
| ADBE | F | 1.91% | 0.67% | 0.67% | |
| ADP | B | 1.66% | 0.53% | 0.53% | |
| ANET | B | 0.71% | 0.23% | 0.23% | |
| AOS | D | 0.07% | 0.05% | 0.05% | |
| BLK | B | 0.85% | 0.75% | 0.75% | |
| CAT | B | 1.28% | 0.77% | 0.77% | |
| CBOE | C | 0.15% | 0.13% | 0.13% | |
| CME | C | 0.51% | 0.46% | 0.46% | |
| CSCO | C | 1.53% | 0.52% | 0.52% | |
| CSGP | D | 0.29% | 0.18% | 0.18% | |
| CTAS | B | 0.59% | 0.33% | 0.33% | |
| DECK | C | 0.44% | 0.09% | 0.09% | |
| DHI | B | 0.86% | 0.21% | 0.21% | |
| EA | D | 0.18% | 0.09% | 0.09% | |
| EME | B | 0.13% | 0.08% | 0.08% | |
| EXPD | C | 0.13% | 0.08% | 0.08% | |
| GOOG | D | 1.43% | 1.81% | 1.43% | |
| GOOGL | D | 1.65% | 2.14% | 1.65% | |
| JNJ | C | 2.35% | 2.78% | 2.35% | |
| LMT | C | 1.17% | 0.57% | 0.57% | |
| LRCX | F | 0.81% | 0.26% | 0.26% | |
| LULU | D | 0.56% | 0.12% | 0.12% | |
| MANH | B | 0.19% | 0.04% | 0.04% | |
| META | B | 3.93% | 2.8% | 2.8% | |
| MMC | C | 0.78% | 0.66% | 0.66% | |
| MMM | B | 0.53% | 0.33% | 0.33% | |
| MPWR | C | 0.29% | 0.1% | 0.1% | |
| MSFT | C | 4.74% | 8.1% | 4.74% | |
| NTAP | D | 0.22% | 0.06% | 0.06% | |
| NVDA | D | 5.9% | 7.05% | 5.9% | |
| NVR | B | 0.55% | 0.1% | 0.1% | |
| PAYX | C | 0.47% | 0.2% | 0.2% | |
| PHM | B | 0.48% | 0.1% | 0.1% | |
| PKG | B | 0.09% | 0.15% | 0.09% | |
| PPG | D | 0.16% | 0.24% | 0.16% | |
| QCOM | D | 1.22% | 0.48% | 0.48% | |
| RS | D | 0.08% | 0.13% | 0.08% | |
| SEIC | C | 0.06% | 0.04% | 0.04% | |
| SOLV | C | 0.05% | 0.07% | 0.05% | |
| TJX | B | 2.06% | 0.51% | 0.51% | |
| TROW | D | 0.17% | 0.13% | 0.13% | |
| UTHR | C | 0.08% | 0.03% | 0.03% | |
| VRTX | D | 0.66% | 0.24% | 0.24% | |
| WSM | D | 0.32% | 0.06% | 0.06% |
SIZE Overweight 78 Positions Relative to RECS
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | C | 4.3% | |
| V | C | 4.24% | |
| MA | B | 4.06% | |
| UNH | C | 2.87% | |
| COST | B | 2.62% | |
| KO | C | 1.69% | |
| ACN | C | 1.68% | |
| COP | D | 1.62% | |
| NFLX | B | 1.51% | |
| NKE | D | 1.47% | |
| TXN | C | 1.36% | |
| AMAT | D | 1.33% | |
| PEP | C | 1.25% | |
| CMG | C | 1.23% | |
| LIN | B | 1.21% | |
| KLAC | D | 0.95% | |
| SRE | C | 0.85% | |
| SLB | F | 0.84% | |
| PLD | C | 0.83% | |
| ITW | C | 0.69% | |
| PEG | B | 0.67% | |
| PSA | B | 0.6% | |
| SHW | B | 0.58% | |
| ZTS | C | 0.56% | |
| MCO | B | 0.55% | |
| CDNS | D | 0.55% | |
| ED | C | 0.55% | |
| GWW | B | 0.5% | |
| SNPS | D | 0.48% | |
| APH | D | 0.46% | |
| TSCO | C | 0.45% | |
| GRMN | D | 0.41% | |
| AFL | C | 0.41% | |
| ATO | B | 0.38% | |
| IDXX | C | 0.36% | |
| FAST | C | 0.36% | |
| TPL | B | 0.35% | |
| ULTA | D | 0.33% | |
| APD | B | 0.32% | |
| CBRE | A | 0.32% | |
| BBY | C | 0.31% | |
| ODFL | D | 0.3% | |
| ACGL | C | 0.29% | |
| FERG | D | 0.28% | |
| AMP | A | 0.26% | |
| AVB | B | 0.25% | |
| EW | F | 0.25% | |
| VLTO | C | 0.23% | |
| POOL | C | 0.22% | |
| A | C | 0.22% | |
| MNST | D | 0.21% | |
| APA | F | 0.2% | |
| ROK | D | 0.2% | |
| RMD | C | 0.19% | |
| EQR | B | 0.19% | |
| EQT | D | 0.18% | |
| HSY | C | 0.18% | |
| KEYS | C | 0.16% | |
| VEEV | C | 0.16% | |
| SMCI | F | 0.15% | |
| MOH | D | 0.12% | |
| LPLA | D | 0.12% | |
| WST | D | 0.12% | |
| ROL | C | 0.12% | |
| WAT | C | 0.12% | |
| OMC | B | 0.11% | |
| ENPH | D | 0.11% | |
| WSO | C | 0.11% | |
| ERIE | B | 0.11% | |
| FDS | C | 0.11% | |
| JKHY | B | 0.1% | |
| GGG | C | 0.1% | |
| AVY | C | 0.09% | |
| MKTX | C | 0.07% | |
| IPG | C | 0.06% | |
| AFG | B | 0.06% | |
| PAYC | D | 0.06% | |
| WBA | F | 0.03% |
SIZE Underweight 312 Positions Relative to RECS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -4.86% | |
| JPM | D | -3.43% | |
| PG | C | -2.24% | |
| TMO | B | -1.63% | |
| XOM | C | -1.56% | |
| BAC | D | -1.55% | |
| WFC | D | -1.1% | |
| PM | C | -1.07% | |
| MDT | C | -0.82% | |
| CVX | D | -0.75% | |
| ABBV | C | -0.71% | |
| UNP | C | -0.71% | |
| CI | C | -0.69% | |
| BMY | C | -0.68% | |
| UBER | C | -0.65% | |
| AMT | C | -0.64% | |
| C | C | -0.64% | |
| CRM | D | -0.6% | |
| HCA | B | -0.52% | |
| BKNG | C | -0.5% | |
| MO | C | -0.49% | |
| BDX | D | -0.47% | |
| NOW | B | -0.46% | |
| MCK | F | -0.46% | |
| EQIX | C | -0.46% | |
| CL | D | -0.46% | |
| INTU | C | -0.45% | |
| UPS | D | -0.44% | |
| PYPL | B | -0.41% | |
| DIS | D | -0.4% | |
| WM | D | -0.39% | |
| T | C | -0.38% | |
| TT | B | -0.37% | |
| TGT | C | -0.36% | |
| PH | B | -0.35% | |
| AMGN | B | -0.35% | |
| PCG | C | -0.34% | |
| CSX | D | -0.31% | |
| EXC | C | -0.31% | |
| FDX | C | -0.3% | |
| SPG | B | -0.3% | |
| XEL | B | -0.29% | |
| BK | B | -0.29% | |
| NUE | F | -0.28% | |
| ALL | B | -0.28% | |
| KMB | D | -0.27% | |
| PANW | D | -0.27% | |
| EIX | C | -0.26% | |
| CNC | D | -0.26% | |
| MET | B | -0.25% | |
| PRU | C | -0.24% | |
| REGN | C | -0.24% | |
| PCAR | D | -0.23% | |
| GIS | B | -0.22% | |
| DTE | C | -0.21% | |
| ETR | B | -0.21% | |
| EOG | D | -0.21% | |
| VST | C | -0.21% | |
| MSI | B | -0.2% | |
| PLTR | B | -0.2% | |
| MTD | D | -0.2% | |
| LYB | D | -0.2% | |
| HLT | B | -0.2% | |
| KR | C | -0.19% | |
| ROST | C | -0.19% | |
| CMI | C | -0.19% | |
| CAH | C | -0.19% | |
| GILD | B | -0.19% | |
| MPC | F | -0.18% | |
| AEE | C | -0.18% | |
| KHC | C | -0.17% | |
| PSX | F | -0.17% | |
| WTW | C | -0.17% | |
| OTIS | C | -0.17% | |
| GPN | D | -0.16% | |
| FITB | B | -0.16% | |
| LEN | B | -0.16% | |
| SBAC | C | -0.15% | |
| CRWD | D | -0.15% | |
| ZBH | F | -0.15% | |
| ADM | D | -0.15% | |
| BAX | C | -0.14% | |
| VLO | F | -0.14% | |
| RCL | B | -0.14% | |
| STT | A | -0.14% | |
| WY | C | -0.13% | |
| FTNT | C | -0.13% | |
| INVH | C | -0.13% | |
| HOLX | B | -0.13% | |
| DAL | C | -0.13% | |
| STLD | F | -0.13% | |
| FCNCA | D | -0.13% | |
| WAB | B | -0.13% | |
| ARE | C | -0.12% | |
| FTV | C | -0.12% | |
| SPOT | B | -0.12% | |
| NI | B | -0.12% | |
| AVTR | B | -0.12% | |
| CF | C | -0.12% | |
| RPM | B | -0.12% | |
| RJF | C | -0.12% | |
| VRT | C | -0.12% | |
| SYF | C | -0.11% | |
| EVRG | B | -0.11% | |
| OXY | F | -0.11% | |
| TTD | B | -0.11% | |
| CE | F | -0.11% | |
| K | B | -0.11% | |
| BR | D | -0.11% | |
| AES | C | -0.1% | |
| LDOS | B | -0.1% | |
| FANG | D | -0.1% | |
| BLDR | C | -0.1% | |
| THC | A | -0.1% | |
| HPQ | D | -0.09% | |
| VTRS | D | -0.09% | |
| CSL | B | -0.09% | |
| EG | C | -0.09% | |
| AMH | C | -0.08% | |
| RPRX | C | -0.08% | |
| UAL | C | -0.08% | |
| GLPI | C | -0.08% | |
| WPC | C | -0.08% | |
| RGA | C | -0.08% | |
| MAS | B | -0.08% | |
| L | C | -0.08% | |
| CAG | C | -0.08% | |
| DDOG | D | -0.08% | |
| JLL | B | -0.07% | |
| SNA | C | -0.07% | |
| EXP | B | -0.07% | |
| QGEN | C | -0.07% | |
| SWK | B | -0.07% | |
| DELL | D | -0.07% | |
| BG | D | -0.07% | |
| EQH | C | -0.07% | |
| SSNC | B | -0.07% | |
| MEDP | F | -0.06% | |
| AIZ | B | -0.06% | |
| HPE | D | -0.06% | |
| BIIB | F | -0.06% | |
| JEF | B | -0.06% | |
| APP | C | -0.06% | |
| UNM | B | -0.06% | |
| ACM | B | -0.06% | |
| ALNY | C | -0.06% | |
| EWBC | D | -0.06% | |
| CCL | C | -0.06% | |
| OC | D | -0.06% | |
| EXPE | C | -0.06% | |
| BURL | B | -0.06% | |
| TEAM | D | -0.06% | |
| MOS | F | -0.06% | |
| HST | C | -0.06% | |
| BRX | B | -0.05% | |
| MRO | C | -0.05% | |
| DKS | D | -0.05% | |
| INGR | B | -0.05% | |
| FHN | D | -0.05% | |
| SF | A | -0.05% | |
| NNN | C | -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% | |
| LVS | D | -0.05% | |
| CTRA | D | -0.05% | |
| GL | C | -0.05% | |
| TOL | B | -0.05% | |
| OGN | D | -0.04% | |
| AXS | B | -0.04% | |
| COKE | C | -0.04% | |
| TPR | C | -0.04% | |
| AYI | B | -0.04% | |
| XRAY | D | -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% | |
| UGI | C | -0.04% | |
| OLN | D | -0.04% | |
| STAG | C | -0.04% | |
| TXRH | C | -0.04% | |
| BRBR | C | -0.04% | |
| ACI | F | -0.04% | |
| SWKS | D | -0.04% | |
| CLF | F | -0.04% | |
| VRSN | D | -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% | |
| SON | C | -0.04% | |
| NBIX | F | -0.03% | |
| RL | C | -0.03% | |
| NWSA | D | -0.03% | |
| RYN | C | -0.03% | |
| PRGO | D | -0.03% | |
| QRVO | F | -0.03% | |
| JHG | B | -0.03% | |
| NTRA | C | -0.03% | |
| NEU | D | -0.03% | |
| FLS | D | -0.03% | |
| R | A | -0.03% | |
| MSA | D | -0.03% | |
| LNC | D | -0.03% | |
| AMG | C | -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% | |
| KEX | C | -0.03% | |
| FTI | D | -0.03% | |
| BEN | F | -0.03% | |
| MIDD | D | -0.03% | |
| MHK | C | -0.03% | |
| BMRN | F | -0.03% | |
| G | C | -0.03% | |
| SAIC | C | -0.03% | |
| JNPR | B | -0.03% | |
| WCC | D | -0.03% | |
| MGM | F | -0.03% | |
| HRB | C | -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% | |
| HIW | B | -0.02% | |
| CIEN | C | -0.02% | |
| EPR | B | -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% | |
| KRC | B | -0.02% | |
| WU | F | -0.02% | |
| INCY | C | -0.02% | |
| MTCH | C | -0.02% | |
| SMG | C | -0.02% | |
| DINO | F | -0.02% | |
| H | C | -0.02% | |
| LEA | F | -0.02% | |
| SNX | D | -0.02% | |
| EEFT | D | -0.02% | |
| FOXA | B | -0.02% | |
| OZK | D | -0.02% | |
| ESAB | C | -0.02% | |
| SLM | D | -0.02% | |
| LEN | B | -0.01% | |
| CNA | C | -0.01% | |
| 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% |
SIZE: Top Represented Industries & Keywords
Industries:
Business Services
Diversified Industrials
Software - Application
Asset Management
Capital Markets
Semiconductor Equipment & Materials
Semiconductors
Specialty Retail
Beverages - Soft Drinks
Diagnostics & Research
Industrial Distribution
Internet Content & Information
Oil & Gas E&P
Residential Construction
Specialty Chemicals
Advertising Agencies
Apparel Stores
Biotechnology
Credit Services
Drug Manufacturers - Major
RECS: Top Represented Industries & Keywords
Industries:
Software - Application
Biotechnology
Diversified Industrials
Asset Management
Semiconductors
Software - Infrastructure
Business Services
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
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