IWP vs. RECS ETF Comparison

Comparison of iShares Russell Midcap Growth ETF (IWP) to Columbia Research Enhanced Core ETF (RECS)

IWP

iShares Russell Midcap Growth ETF

IWP Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$134.36

Average Daily Volume

1,023,862

Number of Holdings ^*

286

* 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

$35.65

Average Daily Volume

393,572

Number of Holdings ^*

361

* may have additional holdings in another (foreign) market

Performance

Period	IWP	RECS
30 Days	12.16%	3.51%
60 Days	14.69%	5.75%
90 Days	17.57%	7.12%
12 Months	40.60%	35.12%

83 Overlapping Holdings

Symbol	Grade	Weight in IWP	Weight in RECS	Overlap
ALL	A	0.26%	0.27%	0.26%
ALNY	D	0.86%	0.05%	0.05%
APLS	D	0.09%	0.01%	0.01%
APP	B	2.49%	0.21%	0.21%
BILL	A	0.07%	0.02%	0.02%
BLD	D	0.03%	0.04%	0.03%
BLDR	D	0.06%	0.09%	0.06%
BR	A	0.8%	0.11%	0.11%
BURL	A	0.56%	0.06%	0.06%
CAH	B	0.56%	0.19%	0.19%
CE	F	0.07%	0.06%	0.06%
CIVI	D	0.05%	0.02%	0.02%
CLF	F	0.06%	0.04%	0.04%
CNM	D	0.17%	0.04%	0.04%
COR	B	1.3%	0.25%	0.25%
CROX	D	0.03%	0.02%	0.02%
CSL	C	0.09%	0.09%	0.09%
CVNA	B	0.3%	0.09%	0.09%
DBX	B	0.06%	0.02%	0.02%
DDOG	A	1.23%	0.1%	0.1%
DECK	A	0.87%	0.1%	0.1%
DKS	C	0.03%	0.04%	0.03%
DOCU	A	0.52%	0.04%	0.04%
EG	C	0.09%	0.09%	0.09%
EME	C	0.3%	0.11%	0.11%
EQH	B	0.41%	0.08%	0.08%
EXAS	D	0.12%	0.02%	0.02%
EXEL	B	0.27%	0.02%	0.02%
EXP	A	0.25%	0.07%	0.07%
EXPD	D	0.09%	0.07%	0.07%
EXPE	B	0.75%	0.08%	0.08%
FIX	A	0.51%	0.07%	0.07%
GNRC	B	0.17%	0.04%	0.04%
GTLB	B	0.23%	0.02%	0.02%
H	B	0.03%	0.02%	0.02%
HLT	A	1.02%	0.22%	0.22%
HPQ	B	0.28%	0.09%	0.09%
HRB	D	0.05%	0.03%	0.03%
INCY	C	0.02%	0.02%	0.02%
IONS	F	0.16%	0.01%	0.01%
JEF	A	0.12%	0.07%	0.07%
JLL	D	0.13%	0.06%	0.06%
LECO	B	0.1%	0.05%	0.05%
LNW	D	0.27%	0.03%	0.03%
LPX	B	0.16%	0.05%	0.05%
LSCC	D	0.19%	0.02%	0.02%
LVS	C	0.55%	0.06%	0.06%
MANH	D	0.54%	0.04%	0.04%
MEDP	D	0.26%	0.05%	0.05%
MPWR	F	0.88%	0.06%	0.06%
NBIX	C	0.38%	0.02%	0.02%
NTAP	C	0.35%	0.06%	0.06%
NTNX	A	0.16%	0.04%	0.04%
NTRA	B	0.54%	0.04%	0.04%
PATH	C	0.15%	0.01%	0.01%
PAYX	C	0.54%	0.19%	0.19%
PEGA	A	0.13%	0.01%	0.01%
PINS	D	0.55%	0.04%	0.04%
PLTR	B	4.32%	0.33%	0.33%
PPC	C	0.01%	0.01%	0.01%
PSTG	D	0.42%	0.04%	0.04%
RARE	D	0.13%	0.01%	0.01%
RCL	A	0.62%	0.19%	0.19%
ROKU	D	0.04%	0.02%	0.02%
ROST	C	0.35%	0.16%	0.16%
RPM	A	0.13%	0.13%	0.13%
SAM	C	0.02%	0.01%	0.01%
SKX	D	0.02%	0.03%	0.02%
SMAR	A	0.24%	0.02%	0.02%
SPG	B	0.49%	0.31%	0.31%
SRPT	D	0.31%	0.01%	0.01%
TTD	B	1.7%	0.13%	0.13%
TXRH	C	0.43%	0.04%	0.04%
VKTX	F	0.17%	0.01%	0.01%
VRSN	F	0.03%	0.04%	0.03%
VRT	B	1.41%	0.21%	0.21%
VST	B	1.6%	0.4%	0.4%
WFRD	D	0.19%	0.02%	0.02%
WH	B	0.02%	0.02%	0.02%
WSM	B	0.32%	0.08%	0.08%
WU	D	0.01%	0.02%	0.01%
WYNN	D	0.02%	0.03%	0.02%
ZS	C	0.6%	0.04%	0.04%

IWP Overweight 203 Positions Relative to RECS

Symbol	Grade	Weight
AMP	A	1.68%
COIN	C	1.65%
FICO	B	1.48%
GWW	B	1.45%
AXON	A	1.41%
TRGP	B	1.4%
ODFL	B	1.38%
VRSK	A	1.3%
IT	C	1.29%
FAST	B	1.29%
IDXX	F	1.13%
HUBS	A	1.08%
VEEV	C	1.03%
ARES	A	1.0%
DXCM	D	0.99%
TSCO	D	0.97%
CPNG	D	0.93%
NET	B	0.88%
HES	B	0.86%
MSCI	C	0.86%
RBLX	C	0.85%
GDDY	A	0.84%
TPL	A	0.83%
CPAY	A	0.81%
LNG	B	0.81%
SYY	B	0.76%
LPLA	A	0.76%
TYL	B	0.7%
CLX	B	0.68%
LYV	A	0.67%
LII	A	0.64%
SQ	B	0.64%
MDB	C	0.64%
IRM	D	0.62%
BAH	F	0.62%
TOST	B	0.59%
DKNG	B	0.59%
PODD	C	0.59%
XPO	B	0.55%
HEI	B	0.55%
DT	C	0.5%
ULTA	F	0.49%
TER	D	0.48%
ENTG	D	0.48%
PWR	A	0.47%
YUM	B	0.47%
PTC	A	0.45%
WST	C	0.45%
ROL	B	0.45%
POOL	C	0.44%
URI	B	0.44%
WAT	B	0.42%
HEI	B	0.39%
CDW	F	0.39%
BRO	B	0.38%
DUOL	A	0.37%
NCLH	B	0.37%
OWL	A	0.37%
VLTO	D	0.37%
CAVA	B	0.35%
MOH	F	0.35%
DRI	B	0.34%
KNSL	B	0.33%
CHDN	B	0.32%
MUSA	A	0.32%
ALGN	D	0.32%
VMC	B	0.31%
TPX	B	0.3%
AAON	B	0.3%
SMCI	F	0.3%
WING	D	0.3%
RMD	C	0.3%
PEN	B	0.29%
MORN	B	0.29%
ITCI	C	0.28%
PCTY	B	0.28%
NRG	B	0.26%
ENPH	F	0.26%
SAIA	B	0.26%
DVA	B	0.26%
HAS	D	0.25%
RYAN	B	0.24%
PCOR	B	0.24%
TREX	C	0.24%
ESTC	C	0.23%
PAYC	B	0.23%
GWRE	A	0.23%
CFLT	B	0.22%
GLOB	B	0.21%
ELF	C	0.21%
FDS	B	0.21%
BSY	D	0.21%
AVY	D	0.2%
FWONK	B	0.2%
EFX	F	0.2%
TW	A	0.19%
FOUR	B	0.19%
VVV	F	0.18%
MTN	C	0.18%
LAZ	B	0.18%
INSP	D	0.17%
MKL	A	0.17%
APPF	B	0.17%
DPZ	C	0.17%
OKTA	C	0.17%
PLNT	A	0.15%
LYFT	C	0.15%
CELH	F	0.15%
AZEK	A	0.15%
ZBRA	B	0.14%
AJG	B	0.14%
OLED	D	0.13%
IQV	D	0.13%
FND	C	0.13%
BRKR	D	0.12%
MASI	A	0.12%
HCP	B	0.12%
FIVE	F	0.12%
ETSY	D	0.12%
TWLO	A	0.11%
MSTR	C	0.11%
HSY	F	0.11%
CHH	A	0.11%
GEHC	F	0.11%
WMS	D	0.11%
LW	C	0.11%
RNG	B	0.1%
ROK	B	0.1%
UHAL	D	0.09%
FERG	B	0.09%
HWM	A	0.09%
LAMR	D	0.09%
FIVN	C	0.09%
TDC	D	0.09%
U	C	0.08%
SITE	D	0.08%
BWXT	B	0.08%
TTEK	F	0.08%
LBRDK	C	0.08%
CASY	A	0.08%
ONTO	D	0.07%
MLM	B	0.07%
BROS	B	0.07%
NCNO	B	0.07%
PR	B	0.07%
CACC	D	0.07%
FRPT	B	0.07%
AWI	A	0.07%
SOFI	A	0.07%
PFGC	B	0.06%
WSC	D	0.06%
AM	A	0.06%
NXST	C	0.06%
VNOM	A	0.05%
LOPE	B	0.05%
WEN	D	0.05%
DV	C	0.05%
EQT	B	0.05%
S	B	0.04%
JBL	B	0.04%
DAY	B	0.04%
TKO	B	0.04%
SN	D	0.04%
TPG	A	0.04%
ALLY	C	0.04%
LOAR	A	0.03%
EPAM	C	0.03%
CHE	D	0.03%
KMX	B	0.03%
HLI	B	0.03%
BFAM	D	0.03%
RH	B	0.03%
TXG	F	0.03%
YETI	C	0.03%
RGEN	D	0.03%
DJT	C	0.03%
TRU	D	0.03%
SPR	D	0.02%
MTDR	B	0.02%
UI	A	0.02%
FWONA	B	0.02%
CAR	C	0.02%
KBR	F	0.02%
AAL	B	0.02%
BPOP	B	0.02%
WEX	D	0.02%
SSD	D	0.02%
FTRE	D	0.01%
CC	C	0.01%
UHAL	D	0.01%
SEE	C	0.01%
NFE	D	0.01%
IRDM	D	0.01%
MSGS	A	0.01%
LBRDA	C	0.01%
CGNX	C	0.01%
UWMC	D	0.01%
MKSI	C	0.01%
RLI	B	0.01%
DOCS	C	0.01%
ALAB	B	0.0%
TRIP	F	0.0%
PYCR	C	0.0%

IWP Underweight 278 Positions Relative to RECS

Symbol	Grade	Weight
NVDA	C	-8.6%
AAPL	C	-8.2%
MSFT	F	-7.47%
AMZN	C	-4.7%
JPM	A	-3.69%
META	D	-2.88%
JNJ	D	-2.34%
GOOGL	C	-2.33%
PG	A	-1.98%
GOOG	C	-1.97%
BAC	A	-1.67%
XOM	B	-1.56%
WFC	A	-1.38%
TMO	F	-1.23%
PM	B	-1.01%
CAT	B	-0.81%
CVX	A	-0.8%
BLK	C	-0.79%
CRM	B	-0.74%
BMY	B	-0.73%
C	A	-0.7%
MDT	D	-0.68%
FI	A	-0.66%
UNP	C	-0.61%
BKNG	A	-0.6%
UBER	D	-0.6%
MMC	B	-0.58%
CI	F	-0.57%
CSCO	B	-0.56%
ABBV	D	-0.55%
ADP	B	-0.52%
ADBE	C	-0.52%
MCK	B	-0.51%
NOW	A	-0.5%
LMT	D	-0.49%
TJX	A	-0.48%
DIS	B	-0.48%
AMT	D	-0.48%
MO	A	-0.47%
EQIX	A	-0.45%
PYPL	B	-0.45%
CME	A	-0.44%
INTU	C	-0.43%
QCOM	F	-0.42%
TT	A	-0.41%
BDX	F	-0.41%
UPS	C	-0.41%
HCA	F	-0.4%
PH	A	-0.38%
T	A	-0.37%
CL	D	-0.37%
WM	A	-0.37%
PCG	A	-0.34%
CTAS	B	-0.32%
MMM	D	-0.3%
BK	A	-0.3%
AMGN	D	-0.29%
XEL	A	-0.29%
EXC	C	-0.29%
CSX	B	-0.29%
PANW	C	-0.28%
FDX	B	-0.28%
NUE	C	-0.27%
TGT	F	-0.27%
PCAR	B	-0.25%
ANET	C	-0.25%
MET	A	-0.25%
PRU	A	-0.24%
ETR	B	-0.24%
EIX	B	-0.24%
LRCX	F	-0.23%
EOG	A	-0.23%
KMB	D	-0.23%
PPG	F	-0.22%
CMI	A	-0.21%
VRTX	F	-0.21%
CRWD	B	-0.2%
CNC	D	-0.2%
MSI	B	-0.2%
KR	B	-0.19%
DTE	C	-0.19%
GILD	C	-0.19%
DAL	C	-0.18%
AEE	A	-0.18%
PKG	A	-0.17%
FITB	A	-0.17%
WTW	B	-0.17%
DHI	D	-0.17%
OTIS	C	-0.17%
GIS	D	-0.17%
SPOT	B	-0.16%
CSGP	D	-0.16%
PSX	C	-0.16%
STLD	B	-0.16%
RJF	A	-0.16%
MPC	D	-0.16%
LYB	F	-0.16%
REGN	F	-0.15%
WAB	B	-0.15%
STT	A	-0.15%
FCNCA	A	-0.15%
MTD	D	-0.15%
GPN	B	-0.15%
TROW	B	-0.14%
UAL	A	-0.14%
SYF	B	-0.14%
RS	B	-0.14%
LEN	D	-0.14%
ZBH	C	-0.14%
FTNT	C	-0.14%
CF	B	-0.13%
ADM	D	-0.13%
VLO	C	-0.13%
LULU	C	-0.13%
KHC	F	-0.13%
SBAC	D	-0.12%
NI	A	-0.12%
EVRG	A	-0.11%
INVH	D	-0.11%
FTV	C	-0.11%
HOLX	D	-0.11%
WY	D	-0.11%
CBOE	B	-0.11%
VTRS	A	-0.1%
OXY	D	-0.1%
EA	A	-0.1%
FANG	D	-0.1%
K	A	-0.1%
BAX	D	-0.1%
CCL	B	-0.09%
TEAM	A	-0.09%
DELL	C	-0.09%
THC	D	-0.09%
PHM	D	-0.09%
LDOS	C	-0.09%
ARE	D	-0.09%
EWBC	A	-0.08%
RGA	A	-0.08%
L	A	-0.08%
SNA	A	-0.08%
NVR	D	-0.08%
AVTR	F	-0.08%
SSNC	B	-0.07%
GLPI	C	-0.07%
HPE	B	-0.07%
OC	A	-0.07%
AES	F	-0.07%
UNM	A	-0.07%
MAS	D	-0.07%
SWK	D	-0.06%
FHN	A	-0.06%
CTRA	B	-0.06%
AIZ	A	-0.06%
BG	F	-0.06%
QGEN	D	-0.06%
SF	B	-0.06%
MOS	F	-0.06%
SOLV	C	-0.06%
HST	C	-0.06%
CAG	D	-0.06%
ACM	A	-0.06%
WPC	D	-0.06%
RPRX	D	-0.06%
AMH	D	-0.06%
ZION	B	-0.05%
MRO	B	-0.05%
INGR	B	-0.05%
BRX	A	-0.05%
BRBR	A	-0.05%
GL	B	-0.05%
ZM	B	-0.05%
TAP	C	-0.05%
ITT	A	-0.05%
TOL	B	-0.05%
CW	B	-0.05%
FTI	A	-0.04%
APG	B	-0.04%
ARMK	B	-0.04%
AXS	A	-0.04%
OLN	D	-0.04%
AOS	F	-0.04%
GEN	B	-0.04%
UGI	A	-0.04%
SON	D	-0.04%
ACI	C	-0.04%
DCI	B	-0.04%
WCC	B	-0.04%
BIIB	F	-0.04%
NNN	D	-0.04%
AYI	B	-0.04%
CRBG	B	-0.04%
ALSN	B	-0.04%
ELAN	D	-0.04%
SEIC	B	-0.04%
TPR	B	-0.04%
WTFC	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%
SLM	A	-0.03%
DTM	B	-0.03%
RL	B	-0.03%
AMG	B	-0.03%
ASH	D	-0.03%
JNPR	F	-0.03%
ESAB	B	-0.03%
JHG	A	-0.03%
MGM	D	-0.03%
LNC	B	-0.03%
MIDD	C	-0.03%
R	B	-0.03%
RHI	B	-0.03%
SWKS	F	-0.03%
KEX	C	-0.03%
UTHR	C	-0.03%
WLK	D	-0.03%
BEN	C	-0.03%
FFIV	B	-0.03%
COKE	C	-0.03%
COLB	A	-0.03%
STAG	F	-0.03%
MTG	C	-0.03%
G	B	-0.03%
FLS	B	-0.03%
XP	F	-0.03%
QRVO	F	-0.02%
AZTA	D	-0.02%
PK	B	-0.02%
VIRT	B	-0.02%
MSM	C	-0.02%
CWEN	C	-0.02%
EPR	D	-0.02%
HIW	D	-0.02%
MTCH	D	-0.02%
NYT	C	-0.02%
GTES	A	-0.02%
DINO	D	-0.02%
LEA	D	-0.02%
PVH	C	-0.02%
THO	B	-0.02%
BMRN	D	-0.02%
MRNA	F	-0.02%
CIEN	B	-0.02%
SNX	C	-0.02%
KRC	C	-0.02%
EEFT	B	-0.02%
RYN	D	-0.02%
OGN	D	-0.02%
PRGO	B	-0.02%
XRAY	F	-0.02%
SMG	D	-0.02%
FOXA	B	-0.02%
NEU	C	-0.02%
MSA	D	-0.02%
CNA	B	-0.01%
CRI	D	-0.01%
ALGM	D	-0.01%
CWEN	C	-0.01%
AMKR	D	-0.01%
REYN	D	-0.01%
ADTN	A	-0.01%
NWS	B	-0.01%
ROIV	C	-0.01%
COLM	B	-0.01%
TNL	A	-0.01%
MAN	D	-0.01%
CRUS	D	-0.01%
FOX	A	-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%