RECS vs. IUSG ETF Comparison

Comparison of Columbia Research Enhanced Core ETF (RECS) to iShares Core U.S. Growth ETF (IUSG)
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
IUSG

iShares Core U.S. Growth ETF

IUSG Description The investment seeks to track the investment results of a broad-based index composed of 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 3000 Growth Index (the "underlying index"), which measures the performance of the growth sector of the broad U.S. equity market.

Grade (RS Rating)

Last Trade

$137.37

Average Daily Volume

436,059

Number of Holdings *

487

* may have additional holdings in another (foreign) market
Performance
Period RECS IUSG
30 Days 3.51% 3.53%
60 Days 5.75% 5.09%
90 Days 7.12% 6.52%
12 Months 35.12% 37.61%
173 Overlapping Holdings
Symbol Grade Weight in RECS Weight in IUSG Overlap
AAPL C 8.2% 11.43% 8.2%
ABBV D 0.55% 0.36% 0.36%
ACM A 0.06% 0.02% 0.02%
ADBE C 0.52% 0.73% 0.52%
ADP B 0.52% 0.16% 0.16%
ALGM D 0.01% 0.0% 0.0%
AMH D 0.06% 0.02% 0.02%
AMT D 0.48% 0.13% 0.13%
AMZN C 4.7% 6.3% 4.7%
ANET C 0.25% 0.32% 0.25%
AOS F 0.04% 0.02% 0.02%
AVTR F 0.08% 0.02% 0.02%
AYI B 0.04% 0.02% 0.02%
AZTA D 0.02% 0.0% 0.0%
BKNG A 0.6% 0.55% 0.55%
BLD D 0.04% 0.03% 0.03%
BLDR D 0.09% 0.07% 0.07%
BMRN D 0.02% 0.02% 0.02%
BR A 0.11% 0.05% 0.05%
BRBR A 0.05% 0.02% 0.02%
BRX A 0.05% 0.01% 0.01%
BURL A 0.06% 0.03% 0.03%
CACI D 0.04% 0.01% 0.01%
CAT B 0.81% 0.35% 0.35%
CBOE B 0.11% 0.05% 0.05%
CCL B 0.09% 0.06% 0.06%
CE F 0.06% 0.03% 0.03%
CF B 0.13% 0.03% 0.03%
CIEN B 0.02% 0.01% 0.01%
CIVI D 0.02% 0.01% 0.01%
CL D 0.37% 0.1% 0.1%
CME A 0.44% 0.1% 0.1%
CNM D 0.04% 0.02% 0.02%
COKE C 0.03% 0.02% 0.02%
COLM B 0.01% 0.0% 0.0%
CRM B 0.74% 1.03% 0.74%
CROX D 0.02% 0.02% 0.02%
CRUS D 0.01% 0.01% 0.01%
CRWD B 0.2% 0.27% 0.2%
CSGP D 0.16% 0.04% 0.04%
CSL C 0.09% 0.07% 0.07%
CSX B 0.29% 0.11% 0.11%
CTAS B 0.32% 0.14% 0.14%
CTRA B 0.06% 0.04% 0.04%
CW B 0.05% 0.03% 0.03%
DAL C 0.18% 0.08% 0.08%
DBX B 0.02% 0.02% 0.02%
DCI B 0.04% 0.02% 0.02%
DECK A 0.1% 0.09% 0.09%
DELL C 0.09% 0.07% 0.07%
DHI D 0.17% 0.16% 0.16%
DKS C 0.04% 0.02% 0.02%
DTM B 0.03% 0.02% 0.02%
EA A 0.1% 0.06% 0.06%
EEFT B 0.02% 0.01% 0.01%
EME C 0.11% 0.08% 0.08%
EOG A 0.23% 0.17% 0.17%
EPR D 0.02% 0.01% 0.01%
EQH B 0.08% 0.01% 0.01%
EQIX A 0.45% 0.14% 0.14%
ESAB B 0.03% 0.02% 0.02%
EWBC A 0.08% 0.03% 0.03%
EXEL B 0.02% 0.03% 0.02%
EXP A 0.07% 0.03% 0.03%
EXPD D 0.07% 0.02% 0.02%
EXPE B 0.08% 0.07% 0.07%
FANG D 0.1% 0.11% 0.1%
FI A 0.66% 0.21% 0.21%
FIX A 0.07% 0.06% 0.06%
FLS B 0.03% 0.01% 0.01%
FTNT C 0.14% 0.19% 0.14%
FTV C 0.11% 0.09% 0.09%
GLPI C 0.07% 0.02% 0.02%
GNRC B 0.04% 0.02% 0.02%
GOOG C 1.97% 2.84% 1.97%
GOOGL C 2.33% 3.44% 2.33%
H B 0.02% 0.02% 0.02%
HCA F 0.4% 0.1% 0.1%
HLT A 0.22% 0.2% 0.2%
HRB D 0.03% 0.03% 0.03%
HST C 0.06% 0.02% 0.02%
INGR B 0.05% 0.01% 0.01%
INTU C 0.43% 0.59% 0.43%
ITT A 0.05% 0.04% 0.04%
JAZZ B 0.04% 0.01% 0.01%
KEX C 0.03% 0.01% 0.01%
LECO B 0.05% 0.04% 0.04%
LEN D 0.0% 0.08% 0.0%
LEN D 0.14% 0.08% 0.08%
LNW D 0.03% 0.03% 0.03%
LPX B 0.05% 0.01% 0.01%
LRCX F 0.23% 0.3% 0.23%
LSCC D 0.02% 0.02% 0.02%
LULU C 0.13% 0.11% 0.11%
LVS C 0.06% 0.04% 0.04%
MANH D 0.04% 0.05% 0.04%
MAS D 0.07% 0.03% 0.03%
MEDP D 0.05% 0.03% 0.03%
META D 2.88% 4.04% 2.88%
MGM D 0.03% 0.02% 0.02%
MIDD C 0.03% 0.01% 0.01%
MMC B 0.58% 0.19% 0.19%
MPC D 0.16% 0.1% 0.1%
MPWR F 0.06% 0.09% 0.06%
MRO B 0.05% 0.03% 0.03%
MSA D 0.02% 0.02% 0.02%
MSFT F 7.47% 10.23% 7.47%
MSI B 0.2% 0.16% 0.16%
MSM C 0.02% 0.01% 0.01%
MTD D 0.15% 0.03% 0.03%
MTG C 0.03% 0.01% 0.01%
NBIX C 0.02% 0.04% 0.02%
NEU C 0.02% 0.01% 0.01%
NNN D 0.04% 0.01% 0.01%
NOW A 0.5% 0.69% 0.5%
NTAP C 0.06% 0.03% 0.03%
NUE C 0.27% 0.07% 0.07%
NVDA C 8.6% 11.91% 8.6%
NVR D 0.08% 0.09% 0.08%
NYT C 0.02% 0.03% 0.02%
OC A 0.07% 0.06% 0.06%
OLN D 0.04% 0.01% 0.01%
OTIS C 0.17% 0.05% 0.05%
OZK B 0.03% 0.01% 0.01%
PANW C 0.28% 0.41% 0.28%
PAYX C 0.19% 0.06% 0.06%
PCAR B 0.25% 0.14% 0.14%
PG A 1.98% 0.52% 0.52%
PH A 0.38% 0.23% 0.23%
PHM D 0.09% 0.09% 0.09%
PK B 0.02% 0.01% 0.01%
PLTR B 0.33% 0.42% 0.33%
PM B 1.01% 0.25% 0.25%
PSTG D 0.04% 0.05% 0.04%
QCOM F 0.42% 0.31% 0.31%
RCL A 0.19% 0.18% 0.18%
REGN F 0.15% 0.16% 0.15%
RL B 0.03% 0.02% 0.02%
ROIV C 0.01% 0.01% 0.01%
ROST C 0.16% 0.15% 0.15%
RPM A 0.13% 0.03% 0.03%
RS B 0.14% 0.06% 0.06%
RYN D 0.02% 0.01% 0.01%
SAIC F 0.03% 0.01% 0.01%
SAM C 0.01% 0.0% 0.0%
SBAC D 0.12% 0.03% 0.03%
SEIC B 0.04% 0.01% 0.01%
SKX D 0.03% 0.03% 0.03%
SLM A 0.03% 0.01% 0.01%
SMG D 0.02% 0.0% 0.0%
SNA A 0.08% 0.03% 0.03%
SPG B 0.31% 0.07% 0.07%
SRPT D 0.01% 0.03% 0.01%
STAG F 0.03% 0.01% 0.01%
STLD B 0.16% 0.04% 0.04%
TJX A 0.48% 0.29% 0.29%
TMO F 1.23% 0.24% 0.24%
TNL A 0.01% 0.01% 0.01%
TOL B 0.05% 0.05% 0.05%
TT A 0.41% 0.21% 0.21%
TXRH C 0.04% 0.04% 0.04%
UBER D 0.6% 0.48% 0.48%
UNP C 0.61% 0.21% 0.21%
UTHR C 0.03% 0.02% 0.02%
VRSN F 0.04% 0.02% 0.02%
VRTX F 0.21% 0.24% 0.21%
VST B 0.4% 0.18% 0.18%
WFRD D 0.02% 0.02% 0.02%
WH B 0.02% 0.02% 0.02%
WLK D 0.03% 0.01% 0.01%
WM A 0.37% 0.12% 0.12%
WSM B 0.08% 0.06% 0.06%
WYNN D 0.03% 0.03% 0.03%
RECS Overweight 188 Positions Relative to IUSG
Symbol Grade Weight
JPM A 3.69%
JNJ D 2.34%
BAC A 1.67%
XOM B 1.56%
WFC A 1.38%
CVX A 0.8%
BLK C 0.79%
BMY B 0.73%
C A 0.7%
MDT D 0.68%
CI F 0.57%
CSCO B 0.56%
MCK B 0.51%
LMT D 0.49%
DIS B 0.48%
MO A 0.47%
PYPL B 0.45%
BDX F 0.41%
UPS C 0.41%
T A 0.37%
PCG A 0.34%
MMM D 0.3%
BK A 0.3%
AMGN D 0.29%
XEL A 0.29%
EXC C 0.29%
FDX B 0.28%
TGT F 0.27%
ALL A 0.27%
COR B 0.25%
MET A 0.25%
PRU A 0.24%
ETR B 0.24%
EIX B 0.24%
KMB D 0.23%
PPG F 0.22%
APP B 0.21%
CMI A 0.21%
VRT B 0.21%
CNC D 0.2%
CAH B 0.19%
KR B 0.19%
DTE C 0.19%
GILD C 0.19%
AEE A 0.18%
PKG A 0.17%
FITB A 0.17%
WTW B 0.17%
GIS D 0.17%
SPOT B 0.16%
PSX C 0.16%
RJF A 0.16%
LYB F 0.16%
WAB B 0.15%
STT A 0.15%
FCNCA A 0.15%
GPN B 0.15%
TROW B 0.14%
UAL A 0.14%
SYF B 0.14%
ZBH C 0.14%
TTD B 0.13%
ADM D 0.13%
VLO C 0.13%
KHC F 0.13%
NI A 0.12%
EVRG A 0.11%
INVH D 0.11%
HOLX D 0.11%
WY D 0.11%
DDOG A 0.1%
VTRS A 0.1%
OXY D 0.1%
K A 0.1%
BAX D 0.1%
EG C 0.09%
HPQ B 0.09%
CVNA B 0.09%
TEAM A 0.09%
THC D 0.09%
LDOS C 0.09%
ARE D 0.09%
RGA A 0.08%
L A 0.08%
SSNC B 0.07%
JEF A 0.07%
HPE B 0.07%
AES F 0.07%
UNM A 0.07%
SWK D 0.06%
FHN A 0.06%
AIZ A 0.06%
BG F 0.06%
QGEN D 0.06%
SF B 0.06%
MOS F 0.06%
JLL D 0.06%
SOLV C 0.06%
CAG D 0.06%
WPC D 0.06%
RPRX D 0.06%
ZION B 0.05%
GL B 0.05%
ZM B 0.05%
TAP C 0.05%
ALNY D 0.05%
FTI A 0.04%
APG B 0.04%
NTRA B 0.04%
ARMK B 0.04%
AXS A 0.04%
GEN B 0.04%
DOCU A 0.04%
UGI A 0.04%
SON D 0.04%
ACI C 0.04%
WCC B 0.04%
BIIB F 0.04%
NTNX A 0.04%
PINS D 0.04%
CLF F 0.04%
CRBG B 0.04%
ALSN B 0.04%
ELAN D 0.04%
TPR B 0.04%
WTFC A 0.04%
ZS C 0.04%
NWSA B 0.03%
MHK D 0.03%
AMG B 0.03%
ASH D 0.03%
JNPR F 0.03%
JHG A 0.03%
LNC B 0.03%
R B 0.03%
RHI B 0.03%
SWKS F 0.03%
BEN C 0.03%
FFIV B 0.03%
COLB A 0.03%
G B 0.03%
XP F 0.03%
QRVO F 0.02%
VIRT B 0.02%
GTLB B 0.02%
CWEN C 0.02%
HIW D 0.02%
EXAS D 0.02%
MTCH D 0.02%
SMAR A 0.02%
GTES A 0.02%
WU D 0.02%
DINO D 0.02%
LEA D 0.02%
PVH C 0.02%
ROKU D 0.02%
THO B 0.02%
BILL A 0.02%
INCY C 0.02%
MRNA F 0.02%
SNX C 0.02%
KRC C 0.02%
OGN D 0.02%
PRGO B 0.02%
XRAY F 0.02%
FOXA B 0.02%
CNA B 0.01%
APLS D 0.01%
CRI D 0.01%
CWEN C 0.01%
RARE D 0.01%
AMKR D 0.01%
REYN D 0.01%
ADTN A 0.01%
NWS B 0.01%
IONS F 0.01%
PEGA A 0.01%
VKTX F 0.01%
PPC C 0.01%
MAN D 0.01%
PATH C 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%
RECS Underweight 315 Positions Relative to IUSG
Symbol Grade Weight
TSLA B -3.16%
AVGO D -2.54%
LLY F -1.9%
NFLX A -1.23%
V A -1.13%
MA C -1.02%
ORCL B -0.99%
AMD F -0.74%
UNH C -0.67%
COST B -0.57%
HD A -0.49%
AMAT F -0.46%
ISRG A -0.42%
ACN C -0.39%
LIN D -0.37%
AXP A -0.37%
KKR A -0.34%
BX A -0.32%
MRK F -0.32%
KO D -0.31%
ETN A -0.3%
COP C -0.3%
MCD D -0.3%
SYK C -0.28%
CMG B -0.27%
SNPS B -0.27%
CDNS B -0.27%
GE D -0.27%
KLAC D -0.27%
PEP F -0.26%
PGR A -0.25%
BSX B -0.24%
TDG D -0.23%
SPGI C -0.23%
SBUX A -0.22%
TXN C -0.22%
MAR B -0.21%
ADI D -0.2%
DE A -0.19%
URI B -0.18%
FICO B -0.18%
ORLY B -0.17%
APH A -0.16%
CPRT A -0.16%
TRGP B -0.15%
BA F -0.15%
OKE A -0.14%
AON A -0.14%
NXPI D -0.14%
SHW A -0.14%
ZTS D -0.14%
AXON A -0.14%
NKE D -0.13%
GWW B -0.13%
IT C -0.13%
ODFL B -0.13%
GEV B -0.13%
HES B -0.13%
MDLZ F -0.12%
ACGL D -0.12%
AZO C -0.12%
AJG B -0.11%
CEG D -0.11%
ITW B -0.11%
PWR A -0.11%
ADSK A -0.11%
MCO B -0.11%
ABNB C -0.1%
AMP A -0.1%
CARR D -0.1%
ECL D -0.1%
FCX D -0.1%
IR B -0.1%
GDDY A -0.09%
MSCI C -0.09%
HWM A -0.09%
WMB A -0.09%
MNST C -0.08%
DFS B -0.08%
FAST B -0.08%
VMC B -0.08%
MLM B -0.08%
DLR B -0.08%
RSG A -0.08%
ROP B -0.08%
TYL B -0.08%
CPAY A -0.08%
LII A -0.07%
BRO B -0.07%
MCHP D -0.07%
LYV A -0.07%
AME A -0.07%
VRSK A -0.07%
WST C -0.07%
PSA D -0.07%
ANSS B -0.06%
YUM B -0.06%
GRMN B -0.06%
CHTR C -0.06%
IRM D -0.06%
TEL B -0.06%
TPL A -0.06%
DXCM D -0.06%
WSO A -0.06%
IDXX F -0.06%
PTC A -0.05%
SMCI F -0.05%
GGG B -0.05%
TTWO A -0.05%
ROK B -0.05%
CASY A -0.05%
DT C -0.05%
EW C -0.05%
FND C -0.04%
TTEK F -0.04%
ULTA F -0.04%
HUBB B -0.04%
NCLH B -0.04%
DUOL A -0.04%
STE F -0.04%
EFX F -0.04%
OVV B -0.04%
IBKR A -0.04%
BWXT B -0.04%
PNR A -0.04%
TSCO D -0.04%
CHD B -0.04%
IQV D -0.04%
CLH B -0.04%
ON D -0.04%
NVT B -0.04%
SAIA B -0.04%
WAT B -0.03%
UFPI B -0.03%
JBL B -0.03%
POOL C -0.03%
HLNE B -0.03%
ONTO D -0.03%
CHRD D -0.03%
APA D -0.03%
XPO B -0.03%
ENSG D -0.03%
PLNT A -0.03%
RRC B -0.03%
COO D -0.03%
AXTA A -0.03%
STX D -0.03%
PCTY B -0.03%
CR A -0.03%
ELS C -0.03%
ALGN D -0.03%
AAON B -0.03%
FDS B -0.03%
FN D -0.03%
MORN B -0.03%
WMS D -0.03%
TPX B -0.03%
PEN B -0.03%
RBC A -0.03%
PR B -0.03%
HSY F -0.03%
MOH F -0.03%
HLI B -0.03%
CDW F -0.03%
MUSA A -0.03%
WING D -0.03%
DRI B -0.03%
PRI A -0.03%
AIT A -0.03%
CHDN B -0.03%
WWD B -0.03%
KNSL B -0.03%
FIVE F -0.02%
HQY B -0.02%
EHC B -0.02%
MASI A -0.02%
RLI B -0.02%
PAYC B -0.02%
ALLE D -0.02%
LOPE B -0.02%
CZR F -0.02%
WTRG B -0.02%
CCK C -0.02%
WAL B -0.02%
CHE D -0.02%
BYD C -0.02%
CG A -0.02%
VVV F -0.02%
EGP F -0.02%
RGLD C -0.02%
QLYS C -0.02%
NXT C -0.02%
APPF B -0.02%
EPAM C -0.02%
OLLI D -0.02%
LNTH D -0.02%
RMBS C -0.02%
HALO F -0.02%
WTS B -0.02%
VNT B -0.02%
CNX A -0.02%
CUBE D -0.02%
ALTR B -0.02%
ROL B -0.02%
SFM A -0.02%
ERIE D -0.02%
DPZ C -0.02%
SCI B -0.02%
AKAM D -0.02%
DAY B -0.02%
FOUR B -0.02%
MTDR B -0.02%
ATR B -0.02%
LAMR D -0.02%
RGEN D -0.02%
ELF C -0.02%
FCN D -0.02%
LW C -0.02%
PODD C -0.02%
GTLS B -0.02%
RYAN B -0.02%
OLED D -0.02%
WEX D -0.02%
EVR B -0.02%
ANF C -0.02%
SSD D -0.02%
TREX C -0.02%
RNR C -0.02%
HGV B -0.01%
IBOC A -0.01%
WEN D -0.01%
ENS D -0.01%
IRDM D -0.01%
POWI D -0.01%
LANC C -0.01%
CAR C -0.01%
TKR D -0.01%
OPCH D -0.01%
TEX D -0.01%
BLKB B -0.01%
CHWY B -0.01%
GATX A -0.01%
RH B -0.01%
SHC F -0.01%
MUR D -0.01%
FFIN B -0.01%
YETI C -0.01%
ARWR F -0.01%
IDA A -0.01%
DLB B -0.01%
HXL D -0.01%
HWC B -0.01%
COTY F -0.01%
EXPO D -0.01%
CYTK F -0.01%
HAE C -0.01%
MAT D -0.01%
KBH D -0.01%
TDC D -0.01%
VAL D -0.01%
ENPH F -0.01%
CGNX C -0.01%
DOCS C -0.01%
VOYA B -0.01%
AM A -0.01%
BC C -0.01%
PSN D -0.01%
SLAB D -0.01%
BRKR D -0.01%
AZPN A -0.01%
SIGI C -0.01%
ALTM C -0.01%
FR C -0.01%
MKSI C -0.01%
TKO B -0.01%
VNOM A -0.01%
ACHC F -0.01%
NOVT D -0.01%
FBIN D -0.01%
CBSH A -0.01%
MMS F -0.01%
REXR F -0.01%
WMG C -0.01%
KBR F -0.01%
CFR B -0.01%
EXLS B -0.01%
PNFP B -0.01%
BCO D -0.01%
DVA B -0.01%
KNF A -0.01%
FCFS F -0.01%
CHX C -0.01%
CBT C -0.01%
TTC D -0.01%
OHI C -0.01%
CELH F -0.01%
ALV C -0.01%
MTN C -0.01%
LFUS F -0.01%
LSTR D -0.01%
MTSI B -0.01%
GNTX C -0.01%
GXO B -0.01%
CVLT B -0.01%
IPGP D -0.0%
ZI D -0.0%
LIVN F -0.0%
VC D -0.0%
CPRI F -0.0%
SYNA C -0.0%
AMED F -0.0%
NSP D -0.0%
CDP C -0.0%
NSA D -0.0%
CHH A -0.0%
Compare ETFs