Columbia Research Enhanced Core ETF
$45.92+0.01 (+0.02%)
- 0.15%
- $6.2B
- +17.9%
- 0.99%
- 0.5M sh
- $45.82
- low $37.79high $46.03
The ETF.net RECS Grade
A
Score 76 out of 100
- 11 of 99
Score 76 of 100 falls in the A band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.A84 out of 100Rank 12 of 99Mission
Whether the fund did what it promised, tested against its stated mandate.A92 out of 100Rank 22 of 86Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.B64 out of 100Rank 28 of 97Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.A91 out of 100Rank 4 of 99Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.D28 out of 100Rank 92 of 98Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.B56 out of 100Rank 48 of 99
Our read on RECS
AColumbia takes the boring core of a US stock portfolio and runs it through its own value, quality and momentum research screen. Roughly 400 names at 0.15% a year: index-fund pricing on a research-driven build.
The Fund seeks results corresponding to the Beta Advantage Research Enhanced U.S. Equity Index, before fees and expenses.
Why people hold it
- 0.15% a year for a researched screen, well under half the going rate in its multifactor cohort.
- The value, quality and momentum tilt lives inside a broad book of about 400 US stocks, so it reads as a core position rather than a single-factor bet.
- Sticks close to its stated Beta Advantage index, and it is a multi-billion-dollar fund with steady daily volume behind the quotes.
- Running since 2019 and one of the stronger implementations in a crowded US multifactor field.
Worth knowing
- Plain-vanilla rivals such as VYM and IUSG charge a fraction as much. The extra basis points here buy the research screen, not broader coverage.
- The screen trims rather than reinvents: the portfolio still leans on the same large US names that dominate the broad market, so the tilt shows up slowly.
- Distributions come once or twice a year, not quarterly, so the cash arrives on a lumpy schedule.
RECS Holdings
- Stocks
- 357
- 43%
- NVDA
Sectors
- Technology38.7%
- Communication11.4%
- Financials11.3%
- Health Care9.3%
- Consumer Discretionary8.3%
- Industrials7.8%
- Consumer Staples4.2%
- Energy3.6%
- Real Estate2.0%
- Utilities1.8%
- Materials1.7%
Geography
- United States99.15%
- Ireland0.43%
- Bermuda0.14%
- Switzerland0.09%
- United Kingdom0.08%
- Puerto Rico0.05%
- Netherlands0.04%
- Denmark0.02%
RECS Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.
RECS$11,786
Returns run to the Oct 12, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | RECS |
|---|---|
| Year to date | +12.4% |
| 1 month | +1.6% |
| 3 months | +3.3% |
| 1 year | +17.9% |
| 3 years | +23.1% |
| 5 years | +14.6% |
| 10 years | — |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | RECS |
|---|---|---|
| 2026 YTD | +12.4% | |
| 2025 | +19.3% | |
| 2024 | +26.3% | |
| 2023 | +23.2% | |
| 2022 | −14.4% | |
| 2021 | +33.1% | |
| 2020 | +15.4% |
RECS in the news
RECS Dividends
- 0.99%
- $0.45
- $0.45 per share
- Annual
Distribution history
RECS Risk
- 11.6%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 1.46
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −22.1%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.88
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
RECS Cost
0.15%
RECS0.15%
- The middle half of US Multifactor funds
- Median 0.30%
11 of the 99 US Multifactor funds charge less.
Other funds in US Multifactor
- AIMCViShares Morningstar Mid-Cap Value ETFExpense ratio 0.06%1 year return +24.2%
- AAVUSAvantis U.S. Equity ETFExpense ratio 0.15%1 year return +24.4%
- ADCORU.S. Core Equity 1 Portfolio ETF Class SharesExpense ratio 0.17%1 year return +21.5%
- AIJKiShares S&P Mid-Cap 400 Growth ETFExpense ratio 0.16%1 year return +20.0%
- AFSMDFidelity Small-Mid Multifactor ETFExpense ratio 0.15%1 year return +19.4%