IWX vs. RECS ETF Comparison
Comparison of iShares Russell Top 200 Value ETF (IWX) to Columbia Research Enhanced Core ETF (RECS)
IWX
iShares Russell Top 200 Value ETF
IWX Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value 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 Top 200 Value Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization value sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$81.41
Average Daily Volume
163,408
158
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
$33.87
Average Daily Volume
304,307
360
Performance
Period | IWX | RECS |
---|---|---|
30 Days | 2.32% | 3.93% |
60 Days | 9.55% | 10.18% |
90 Days | 9.28% | 3.20% |
12 Months | 29.74% | 37.24% |
60 Overlapping Holdings
Symbol | Grade | Weight in IWX | Weight in RECS | Overlap | |
---|---|---|---|---|---|
ABBV | C | 1.2% | 0.67% | 0.67% | |
ADP | A | 0.05% | 0.52% | 0.05% | |
AMGN | D | 0.24% | 0.33% | 0.24% | |
BAC | B | 1.64% | 1.5% | 1.5% | |
BDX | C | 0.43% | 0.46% | 0.43% | |
BKNG | B | 0.05% | 0.52% | 0.05% | |
BMY | A | 0.63% | 0.71% | 0.63% | |
C | B | 0.73% | 0.67% | 0.67% | |
CAT | A | 1.01% | 0.87% | 0.87% | |
CI | D | 0.54% | 0.63% | 0.54% | |
CL | D | 0.23% | 0.43% | 0.23% | |
CME | A | 0.48% | 0.45% | 0.45% | |
CRM | B | 0.24% | 0.66% | 0.24% | |
CSCO | A | 1.32% | 0.54% | 0.54% | |
CSX | D | 0.41% | 0.3% | 0.3% | |
CTAS | C | 0.02% | 0.32% | 0.02% | |
CVX | B | 1.54% | 0.79% | 0.79% | |
DELL | C | 0.17% | 0.08% | 0.08% | |
DIS | D | 1.08% | 0.41% | 0.41% | |
EOG | B | 0.43% | 0.22% | 0.22% | |
EQIX | C | 0.49% | 0.46% | 0.46% | |
FDX | F | 0.37% | 0.27% | 0.27% | |
FI | A | 0.43% | 0.58% | 0.43% | |
FTNT | A | 0.06% | 0.12% | 0.06% | |
GILD | A | 0.64% | 0.2% | 0.2% | |
HCA | C | 0.35% | 0.51% | 0.35% | |
JNJ | D | 2.39% | 2.59% | 2.39% | |
JPM | C | 3.71% | 3.33% | 3.33% | |
KHC | F | 0.19% | 0.16% | 0.16% | |
KMB | D | 0.17% | 0.25% | 0.17% | |
LMT | A | 0.52% | 0.58% | 0.52% | |
MCK | F | 0.22% | 0.42% | 0.22% | |
MDT | C | 0.7% | 0.75% | 0.7% | |
MET | A | 0.3% | 0.27% | 0.27% | |
MMC | D | 0.59% | 0.61% | 0.59% | |
MMM | C | 0.38% | 0.33% | 0.33% | |
MO | D | 0.54% | 0.45% | 0.45% | |
MPC | D | 0.35% | 0.18% | 0.18% | |
MRNA | F | 0.13% | 0.04% | 0.04% | |
MSI | A | 0.24% | 0.19% | 0.19% | |
OXY | D | 0.21% | 0.11% | 0.11% | |
PCAR | D | 0.31% | 0.23% | 0.23% | |
PG | D | 1.95% | 2.09% | 1.95% | |
PH | A | 0.5% | 0.36% | 0.36% | |
PM | D | 1.15% | 0.97% | 0.97% | |
PSX | D | 0.34% | 0.17% | 0.17% | |
PYPL | A | 0.49% | 0.43% | 0.43% | |
QCOM | D | 0.07% | 0.49% | 0.07% | |
REGN | D | 0.61% | 0.21% | 0.21% | |
T | B | 0.97% | 0.38% | 0.38% | |
TGT | C | 0.44% | 0.35% | 0.35% | |
TJX | D | 0.33% | 0.49% | 0.33% | |
TMO | D | 1.44% | 1.55% | 1.44% | |
TT | A | 0.35% | 0.4% | 0.35% | |
UNP | F | 0.48% | 0.66% | 0.48% | |
UPS | D | 0.6% | 0.44% | 0.44% | |
VLO | F | 0.27% | 0.13% | 0.13% | |
VRTX | D | 0.37% | 0.23% | 0.23% | |
WFC | B | 1.2% | 1.09% | 1.09% | |
XOM | A | 3.19% | 1.65% | 1.65% |
IWX Overweight 98 Positions Relative to RECS
Symbol | Grade | Weight | |
---|---|---|---|
BRK.A | B | 5.14% | |
UNH | B | 3.06% | |
WMT | A | 2.13% | |
LIN | C | 1.42% | |
ACN | B | 1.35% | |
MCD | A | 1.26% | |
IBM | A | 1.24% | |
ABT | C | 1.19% | |
VZ | C | 1.16% | |
DHR | D | 1.09% | |
NEE | C | 1.07% | |
TXN | C | 1.03% | |
PFE | D | 1.01% | |
SPGI | C | 0.99% | |
CMCSA | B | 0.98% | |
RTX | A | 0.98% | |
GE | B | 0.97% | |
LOW | C | 0.94% | |
BLK | A | 0.86% | |
ETN | B | 0.81% | |
BSX | A | 0.75% | |
COP | D | 0.75% | |
MU | D | 0.73% | |
KO | C | 0.73% | |
CB | A | 0.72% | |
GS | B | 0.71% | |
ADI | B | 0.71% | |
PLD | D | 0.71% | |
MS | A | 0.7% | |
HON | C | 0.7% | |
DE | C | 0.65% | |
INTC | D | 0.63% | |
ELV | F | 0.63% | |
SO | A | 0.61% | |
TMUS | A | 0.61% | |
MDLZ | D | 0.61% | |
AXP | A | 0.58% | |
SYK | C | 0.56% | |
DUK | C | 0.55% | |
AMD | C | 0.55% | |
ICE | A | 0.55% | |
SCHW | D | 0.53% | |
GD | C | 0.5% | |
HD | A | 0.49% | |
CVS | D | 0.48% | |
BA | F | 0.47% | |
WELL | C | 0.47% | |
NOC | B | 0.45% | |
PNC | C | 0.45% | |
FCX | B | 0.45% | |
USB | C | 0.44% | |
CEG | A | 0.42% | |
GEV | A | 0.42% | |
AON | A | 0.42% | |
APD | C | 0.41% | |
CARR | A | 0.41% | |
KKR | A | 0.39% | |
CRH | C | 0.39% | |
NEM | C | 0.38% | |
EMR | B | 0.38% | |
SLB | D | 0.37% | |
TDG | A | 0.37% | |
MAR | A | 0.36% | |
ROP | D | 0.36% | |
COF | A | 0.35% | |
TFC | D | 0.35% | |
NSC | C | 0.34% | |
MRVL | C | 0.34% | |
AEP | C | 0.33% | |
TRV | B | 0.33% | |
JCI | C | 0.32% | |
GM | D | 0.32% | |
SRE | C | 0.32% | |
ITW | C | 0.3% | |
PEP | F | 0.3% | |
AIG | C | 0.29% | |
PSA | C | 0.29% | |
D | A | 0.29% | |
F | D | 0.26% | |
RSG | D | 0.25% | |
NKE | D | 0.25% | |
STZ | D | 0.25% | |
KDP | C | 0.24% | |
APH | D | 0.2% | |
EW | F | 0.2% | |
SBUX | B | 0.15% | |
PGR | B | 0.14% | |
ZTS | C | 0.1% | |
APO | A | 0.1% | |
AMAT | C | 0.09% | |
EL | D | 0.09% | |
MNST | D | 0.05% | |
SHW | C | 0.05% | |
ECL | C | 0.05% | |
DASH | A | 0.04% | |
AZO | D | 0.03% | |
ORLY | A | 0.03% | |
CPRT | B | 0.02% |
IWX Underweight 300 Positions Relative to RECS
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | -8.53% | |
MSFT | D | -7.87% | |
NVDA | B | -7.36% | |
AMZN | C | -4.66% | |
META | A | -3.06% | |
GOOGL | B | -2.3% | |
GOOG | B | -1.95% | |
UBER | C | -0.66% | |
AMT | D | -0.59% | |
ADBE | F | -0.56% | |
NOW | B | -0.45% | |
INTU | F | -0.41% | |
WM | B | -0.37% | |
VST | A | -0.34% | |
PCG | C | -0.33% | |
EXC | C | -0.32% | |
SPG | A | -0.3% | |
NUE | D | -0.29% | |
BK | A | -0.29% | |
LRCX | D | -0.28% | |
ALL | A | -0.28% | |
XEL | C | -0.28% | |
EIX | C | -0.26% | |
ANET | A | -0.26% | |
PANW | B | -0.25% | |
CNC | F | -0.25% | |
PRU | B | -0.24% | |
PPG | D | -0.24% | |
COR | F | -0.24% | |
ETR | A | -0.22% | |
PLTR | A | -0.21% | |
DTE | B | -0.21% | |
DHI | C | -0.21% | |
MTD | C | -0.21% | |
GIS | C | -0.21% | |
HLT | A | -0.21% | |
LYB | B | -0.2% | |
CMI | A | -0.2% | |
PAYX | B | -0.2% | |
OTIS | A | -0.19% | |
KR | C | -0.19% | |
ROST | D | -0.18% | |
CAH | B | -0.18% | |
AEE | A | -0.18% | |
WTW | C | -0.17% | |
FITB | C | -0.16% | |
LEN | C | -0.16% | |
CRWD | D | -0.16% | |
CSGP | F | -0.16% | |
VRT | B | -0.16% | |
STLD | C | -0.15% | |
PKG | B | -0.15% | |
RCL | B | -0.15% | |
GPN | F | -0.14% | |
SBAC | C | -0.14% | |
DAL | C | -0.14% | |
ZBH | F | -0.14% | |
WAB | A | -0.14% | |
STT | A | -0.14% | |
ADM | F | -0.14% | |
FCNCA | D | -0.13% | |
RJF | B | -0.13% | |
RPM | A | -0.13% | |
CF | A | -0.13% | |
TROW | D | -0.13% | |
RS | D | -0.13% | |
SPOT | C | -0.13% | |
WY | C | -0.13% | |
TTD | A | -0.12% | |
INVH | D | -0.12% | |
LULU | D | -0.12% | |
CE | D | -0.12% | |
NI | A | -0.12% | |
HOLX | D | -0.12% | |
BAX | D | -0.12% | |
CBOE | B | -0.12% | |
FTV | C | -0.12% | |
EVRG | C | -0.11% | |
BLDR | C | -0.11% | |
PHM | C | -0.11% | |
ARE | D | -0.11% | |
K | B | -0.11% | |
SYF | A | -0.11% | |
MPWR | B | -0.11% | |
BR | B | -0.11% | |
AES | C | -0.11% | |
AVTR | D | -0.11% | |
EG | A | -0.1% | |
NVR | C | -0.1% | |
LDOS | A | -0.1% | |
THC | D | -0.1% | |
FANG | D | -0.1% | |
APP | A | -0.09% | |
DDOG | B | -0.09% | |
HPQ | B | -0.09% | |
VTRS | D | -0.09% | |
DECK | B | -0.09% | |
EA | D | -0.09% | |
EME | B | -0.09% | |
CSL | A | -0.09% | |
SWK | C | -0.08% | |
EQH | B | -0.08% | |
L | C | -0.08% | |
RGA | B | -0.08% | |
EXPD | D | -0.08% | |
MAS | C | -0.08% | |
UAL | A | -0.08% | |
CCL | C | -0.07% | |
OC | C | -0.07% | |
HST | D | -0.07% | |
LVS | B | -0.07% | |
QGEN | F | -0.07% | |
SNA | C | -0.07% | |
EXPE | B | -0.07% | |
CVNA | A | -0.07% | |
BG | F | -0.07% | |
MOS | F | -0.07% | |
JLL | C | -0.07% | |
AMH | D | -0.07% | |
HPE | B | -0.07% | |
SSNC | C | -0.07% | |
GLPI | C | -0.07% | |
WSM | C | -0.07% | |
WPC | C | -0.07% | |
CAG | D | -0.07% | |
RPRX | D | -0.07% | |
EXP | C | -0.07% | |
CTRA | D | -0.06% | |
LPX | C | -0.06% | |
MEDP | F | -0.06% | |
TOL | C | -0.06% | |
AIZ | B | -0.06% | |
CW | A | -0.06% | |
JEF | A | -0.06% | |
UNM | A | -0.06% | |
BURL | C | -0.06% | |
EWBC | B | -0.06% | |
ACM | A | -0.06% | |
TEAM | D | -0.06% | |
ALNY | C | -0.06% | |
FIX | A | -0.06% | |
SOLV | C | -0.06% | |
NTAP | D | -0.06% | |
FHN | D | -0.05% | |
ZM | B | -0.05% | |
INGR | B | -0.05% | |
MRO | B | -0.05% | |
LECO | D | -0.05% | |
CLF | D | -0.05% | |
BLD | D | -0.05% | |
NNN | C | -0.05% | |
AOS | C | -0.05% | |
ELAN | D | -0.05% | |
PINS | D | -0.05% | |
CACI | A | -0.05% | |
TAP | D | -0.05% | |
GL | C | -0.05% | |
BIIB | F | -0.05% | |
SF | A | -0.05% | |
ITT | C | -0.05% | |
NTNX | C | -0.04% | |
MTG | A | -0.04% | |
ZION | D | -0.04% | |
GEN | A | -0.04% | |
ARMK | C | -0.04% | |
WTFC | B | -0.04% | |
CNM | F | -0.04% | |
STAG | D | -0.04% | |
COKE | C | -0.04% | |
ALSN | A | -0.04% | |
WYNN | B | -0.04% | |
TPR | B | -0.04% | |
SEIC | B | -0.04% | |
SWKS | F | -0.04% | |
ZS | F | -0.04% | |
DCI | B | -0.04% | |
UGI | C | -0.04% | |
WLK | C | -0.04% | |
CRBG | B | -0.04% | |
PSTG | F | -0.04% | |
ACI | F | -0.04% | |
VRSN | C | -0.04% | |
BRBR | A | -0.04% | |
XP | F | -0.04% | |
MANH | A | -0.04% | |
AYI | A | -0.04% | |
SON | D | -0.04% | |
GNRC | B | -0.04% | |
DKS | D | -0.04% | |
TXRH | A | -0.04% | |
OLN | D | -0.04% | |
JAZZ | F | -0.04% | |
BRX | C | -0.04% | |
BMRN | F | -0.03% | |
RYN | C | -0.03% | |
SLM | B | -0.03% | |
ESAB | C | -0.03% | |
JHG | A | -0.03% | |
NEU | F | -0.03% | |
R | C | -0.03% | |
MSA | F | -0.03% | |
SMG | C | -0.03% | |
NTRA | A | -0.03% | |
LNW | F | -0.03% | |
LNC | B | -0.03% | |
RL | B | -0.03% | |
COLB | C | -0.03% | |
UTHR | C | -0.03% | |
RHI | D | -0.03% | |
AMG | B | -0.03% | |
G | A | -0.03% | |
MHK | C | -0.03% | |
BEN | F | -0.03% | |
FLS | A | -0.03% | |
OGN | F | -0.03% | |
CROX | C | -0.03% | |
DOCU | A | -0.03% | |
KEX | C | -0.03% | |
MIDD | D | -0.03% | |
HRB | C | -0.03% | |
JNPR | C | -0.03% | |
FFIV | B | -0.03% | |
SKX | B | -0.03% | |
SAIC | A | -0.03% | |
WCC | D | -0.03% | |
APG | F | -0.03% | |
XRAY | D | -0.03% | |
ASH | F | -0.03% | |
MGM | D | -0.03% | |
FTI | B | -0.03% | |
AXS | A | -0.03% | |
MAN | D | -0.02% | |
M | D | -0.02% | |
GAP | F | -0.02% | |
CIVI | F | -0.02% | |
PK | D | -0.02% | |
GTES | C | -0.02% | |
SRPT | F | -0.02% | |
CRUS | D | -0.02% | |
AZTA | F | -0.02% | |
MSM | D | -0.02% | |
SMAR | A | -0.02% | |
LSCC | D | -0.02% | |
HIW | C | -0.02% | |
WFRD | F | -0.02% | |
CWEN | C | -0.02% | |
PVH | D | -0.02% | |
EPR | C | -0.02% | |
INCY | B | -0.02% | |
THO | C | -0.02% | |
NYT | C | -0.02% | |
DINO | F | -0.02% | |
NBIX | F | -0.02% | |
WU | D | -0.02% | |
WH | C | -0.02% | |
ROKU | C | -0.02% | |
LEA | F | -0.02% | |
MTCH | B | -0.02% | |
PRGO | F | -0.02% | |
EEFT | F | -0.02% | |
SNX | C | -0.02% | |
EXAS | C | -0.02% | |
FOXA | B | -0.02% | |
DTM | A | -0.02% | |
CIEN | A | -0.02% | |
NWSA | D | -0.02% | |
KRC | C | -0.02% | |
H | B | -0.02% | |
QRVO | F | -0.02% | |
OZK | D | -0.02% | |
CNA | D | -0.01% | |
APLS | F | -0.01% | |
LEN | C | -0.01% | |
ALGM | F | -0.01% | |
ADTN | C | -0.01% | |
NWS | D | -0.01% | |
CWEN | C | -0.01% | |
PEGA | B | -0.01% | |
CRI | D | -0.01% | |
REYN | D | -0.01% | |
AMKR | F | -0.01% | |
RARE | D | -0.01% | |
ROIV | D | -0.01% | |
COLM | B | -0.01% | |
PPC | C | -0.01% | |
IONS | F | -0.01% | |
TNL | B | -0.01% | |
SAM | D | -0.01% | |
FOX | B | -0.01% | |
VKTX | C | -0.01% | |
BILL | D | -0.01% | |
PINC | F | -0.01% | |
PATH | D | -0.01% | |
VIRT | B | -0.01% | |
EXEL | B | -0.01% | |
DBX | C | -0.01% | |
GTLB | D | -0.01% | |
PLTK | C | -0.0% | |
SEB | F | -0.0% | |
DDS | D | -0.0% |
IWX: Top Represented Industries & Keywords
RECS: Top Represented Industries & Keywords