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Launched · SEC filings

Columbia Research Enhanced Core ETF

RECSNYSE ArcaColumbia ThreadneedleA

$44.81−0.12 (−0.27%)

At close: Nov 2, 2026, 4:00 PM ET

A76/ 100

Rank 12 of 99 in US Multifactor

A76/100Rank 12 of 99inUS Multifactor
Intraday session: down, 79 prints from 44.93 to 44.81. Range 44.78 to 45.26. Use the arrow keys to read each point.45.0045.1045.2010 AM12 PM2 PM4 PM
Expense ratio
0.15%
Fund size
$6.22B
1Y total return
+10.8%
Yield · Last 12 months
1.01%
Holdings
358
Avg volume · 30D
461K sh
52W range
low $37.79high $46.03
Launched
Filings
SEC EDGAR

The ETF.net RECS Grade

A

Score 76 out of 100

Category
US Multifactor⁠
Rank
12 of 99
Six-pillar profile for RECS. Scores out of 100: Cost 83, Risk 57, Mission 93, Tradability 92, Holdings 29, Durability 55. Strongest: Mission (93). Weakest: Holdings (29). Leans toward Mission and Tradability.

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.
    A83 out of 100
    Rank 13 of 99

  • Mission

    Whether the fund did what it promised, tested against its stated mandate.
    A93 out of 100
    Rank 19 of 87

  • Risk

    How the fund held up when markets fell: downside volatility, drawdowns and tail loss.
    B57 out of 100
    Rank 40 of 99

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    A92 out of 100
    Rank 4 of 99

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    D29 out of 100
    Rank 91 of 98

  • Durability

    Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.
    B55 out of 100
    Rank 48 of 99

Our read on RECS

ETF.net Research

In short

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.

Stated mandate

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 Performance

Launched Sep 25, 2019

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$11,076
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,199
Oct 31, 2025 to Oct 30, 2026. RECS $11,076. SPY $11,199. Use the arrow keys to read each point.$10,000$11,000Oct 2025Apr 2026Oct 2026

Oct 31, 2025 – Oct 30, 2026

Returns run to the Oct 30, 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.

Trailing total return for RECS. Periods over one year show the average yearly return.
PeriodRECS
Year to date+10.0%
1 month−0.4%
3 months+2.7%
1 year+10.8%
3 yearsper year+23.5%
5 yearsper year+12.9%
10 yearsFund is under 10 years oldper yearNo data

With distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for RECS
YearReturn barRECS
2026 YTD+10.0%
2025+19.3%
2024+26.3%
2023+23.2%
2022−14.4%
2021+33.1%
2020+15.4%

RECS in the news

RECS Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Oct 30, 2026.
1.01%Last 12 months
Payout per share
$0.45Last 12 months
Last payment
$0.45 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Annual

Distribution history

2019–2026

One bar per payment. 7 payments from 2019 to 2026 YTD. Dec 20, 2019 $0.11; Dec 18, 2020 $0.27; Dec 20, 2021 $5.56; Dec 19, 2022 $0.32; Dec 18, 2023 $0.28; Dec 18, 2024 $0.38; Dec 18, 2025 $0.45. Use the arrow keys to read each point.20192020202120222023202420252026YTD
Ex-datePay dateAmount per share
Dec 18, 2025Dec 26, 2025$0.45
Dec 18, 2024Dec 26, 2024$0.38
Dec 18, 2023Dec 26, 2023$0.28
Dec 19, 2022Dec 27, 2022$0.32
Dec 20, 2021Dec 27, 2021$5.56
Dec 18, 2020Dec 28, 2020$0.27
Dec 20, 2019Dec 26, 2019$0.11

$10,000 in RECS 5 years ago paid $2,199 in dividends.

RECS Risk

Risk pillarB57 out of 100Rank 40 of 99 in US Multifactor
How much the fund’s monthly returns vary, scaled to a year.
11.5%
Annualised · 36 months to Oct 2026
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.

Return above 3-month US Treasury bills per unit of volatility.
1.53
vs 3-month T-bills · to Oct 2026
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.

The largest fall from a peak to the low that followed.
−22.1%
Trough Sep 2022
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.

How strongly the fund’s returns move with its asset-class index.
0.88
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

FMP measures it over up to five years of monthly returns.

RECS Cost

Compare RECS and VYM

Overpaying vs VYM, tied cheapest in US Multifactor

$2,288

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • RECS 0.15%

    $3,137

  • VYM 0.04% Tied cheapest

    $849

$10,000
30 years

Cost over time

  • RECS 0.15%
  • VYM 0.04%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$1K$2K$3K$4K051015202530RECS $3,137VYM $849

Year by year

YearRECSVYMOverpaying
10$274$73$201
20$1,071$288$783
30$3,137$849$2,288

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