RECS vs. JGRO ETF Comparison

Comparison of Columbia Research Enhanced Core ETF (RECS) to JPMorgan Active Growth ETF (JGRO)

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

$35.18

Average Daily Volume

369,319

Number of Holdings ^*

360

* may have additional holdings in another (foreign) market

JGRO

JPMorgan Active Growth ETF

JGRO Description

JPMorgan Active Growth ETF is an exchange traded fund launched and managed by J.P. Morgan Investment Management Inc. It invests in public equity markets of the United States. It invests directly and through derivatives in stocks of companies operating across diversified sectors. The fund uses derivatives such as futures to create its portfolio. It invests in growth stocks of large-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund employs proprietary research to create its portfolio. JPMorgan Active Growth ETF was formed on August 8, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$79.28

Average Daily Volume

447,930

Number of Holdings ^*

103

* may have additional holdings in another (foreign) market

Performance

Period	RECS	JGRO
30 Days	1.41%	1.46%
60 Days	6.25%	5.72%
90 Days	7.09%	6.57%
12 Months	34.81%	37.30%

37 Overlapping Holdings

Symbol	Grade	Weight in RECS	Weight in JGRO	Overlap
AAPL	C	7.95%	6.97%	6.97%
ADBE	F	0.52%	0.04%	0.04%
ALNY	D	0.06%	0.32%	0.06%
AMZN	B	4.75%	6.52%	4.75%
ANET	C	0.25%	0.89%	0.25%
BKNG	A	0.6%	0.9%	0.6%
CRM	A	0.76%	0.07%	0.07%
CRWD	B	0.19%	0.22%	0.19%
DHI	D	0.17%	0.83%	0.17%
EOG	A	0.22%	0.35%	0.22%
EXAS	F	0.02%	0.12%	0.02%
EXP	B	0.08%	0.24%	0.08%
FTI	A	0.04%	0.48%	0.04%
GOOG	B	2.0%	4.63%	2.0%
HLT	A	0.22%	0.22%	0.22%
INTU	A	0.45%	1.1%	0.45%
ITT	A	0.05%	0.45%	0.05%
LRCX	F	0.24%	0.45%	0.24%
MCK	A	0.5%	0.68%	0.5%
META	C	2.94%	5.56%	2.94%
MMM	D	0.31%	0.72%	0.31%
MSFT	D	7.44%	7.56%	7.44%
MTD	F	0.16%	0.19%	0.16%
NOW	B	0.5%	0.98%	0.5%
NTRA	B	0.03%	0.41%	0.03%
NVDA	B	8.48%	10.82%	8.48%
PANW	B	0.28%	0.98%	0.28%
PYPL	A	0.46%	0.3%	0.3%
REGN	F	0.16%	0.95%	0.16%
SPOT	A	0.14%	0.49%	0.14%
TEAM	A	0.09%	0.18%	0.09%
TJX	A	0.47%	0.6%	0.47%
TMO	D	1.3%	0.47%	0.47%
TT	A	0.4%	1.07%	0.4%
TTD	B	0.13%	0.81%	0.13%
UBER	C	0.61%	0.91%	0.61%
VRT	A	0.19%	0.66%	0.19%

RECS Overweight 323 Positions Relative to JGRO

Symbol	Grade	Weight
JPM	A	3.63%
GOOGL	B	2.36%
JNJ	D	2.35%
PG	C	1.9%
BAC	A	1.66%
XOM	B	1.55%
WFC	A	1.35%
PM	A	0.96%
CAT	B	0.83%
CVX	A	0.77%
BMY	B	0.75%
C	A	0.71%
MDT	D	0.7%
FI	A	0.65%
UNP	D	0.62%
CI	D	0.6%
MMC	C	0.58%
CSCO	B	0.57%
ABBV	F	0.56%
ADP	B	0.53%
LMT	D	0.51%
AMT	D	0.47%
QCOM	F	0.46%
MO	A	0.45%
EQIX	B	0.44%
BDX	F	0.43%
HCA	D	0.43%
CME	A	0.43%
DIS	A	0.42%
UPS	C	0.41%
PH	A	0.39%
WM	B	0.38%
VST	A	0.37%
T	A	0.36%
CL	D	0.36%
TGT	D	0.34%
CTAS	B	0.33%
PCG	A	0.33%
AMGN	D	0.32%
PLTR	A	0.31%
CSX	B	0.3%
SPG	A	0.3%
BK	A	0.3%
NUE	D	0.29%
XEL	A	0.28%
FDX	A	0.28%
EXC	C	0.28%
ALL	A	0.27%
PCAR	B	0.26%
COR	B	0.26%
MET	A	0.25%
ETR	A	0.24%
VRTX	C	0.23%
EIX	C	0.23%
PRU	A	0.23%
KMB	C	0.22%
PPG	F	0.22%
CMI	A	0.21%
GILD	B	0.21%
CNC	F	0.2%
PAYX	B	0.2%
MSI	A	0.2%
CAH	B	0.19%
RCL	A	0.19%
KR	B	0.19%
APP	A	0.18%
AEE	A	0.18%
DTE	C	0.18%
LYB	F	0.17%
FITB	A	0.17%
WTW	B	0.17%
GIS	D	0.17%
DAL	A	0.17%
OTIS	D	0.17%
CSGP	F	0.16%
MPC	D	0.16%
RJF	A	0.16%
ROST	D	0.16%
PKG	B	0.16%
STLD	B	0.16%
FTNT	A	0.15%
WAB	B	0.15%
STT	A	0.15%
PSX	C	0.15%
GPN	B	0.15%
LULU	C	0.14%
SYF	A	0.14%
ZBH	C	0.14%
KHC	F	0.14%
LEN	D	0.14%
RS	B	0.14%
FCNCA	A	0.14%
VLO	C	0.13%
UAL	A	0.13%
RPM	A	0.13%
TROW	A	0.13%
WY	D	0.12%
CF	A	0.12%
NI	A	0.12%
SBAC	D	0.12%
ADM	D	0.12%
EME	B	0.11%
INVH	D	0.11%
BAX	F	0.11%
CBOE	D	0.11%
BR	A	0.11%
FTV	D	0.11%
HOLX	D	0.11%
LDOS	C	0.11%
VTRS	A	0.1%
DECK	A	0.1%
BLDR	D	0.1%
FANG	D	0.1%
OXY	F	0.1%
ARE	D	0.1%
THC	C	0.1%
K	B	0.1%
EVRG	A	0.1%
CCL	A	0.09%
DDOG	B	0.09%
NVR	D	0.09%
HPQ	B	0.09%
CVNA	A	0.09%
CSL	B	0.09%
AVTR	F	0.09%
DELL	C	0.09%
EA	A	0.09%
PHM	D	0.09%
L	A	0.08%
RGA	A	0.08%
SNA	A	0.08%
EXPE	A	0.08%
EG	D	0.08%
EQH	B	0.08%
JLL	C	0.07%
GLPI	D	0.07%
FIX	A	0.07%
MOS	D	0.07%
JEF	A	0.07%
SSNC	D	0.07%
UNM	A	0.07%
OC	A	0.07%
EXPD	D	0.07%
HPE	B	0.07%
MPWR	F	0.07%
AES	F	0.07%
EWBC	A	0.07%
MAS	D	0.07%
TOL	B	0.06%
AIZ	A	0.06%
CACI	C	0.06%
FHN	A	0.06%
BURL	C	0.06%
WSM	F	0.06%
CW	B	0.06%
BG	D	0.06%
SWK	F	0.06%
NTAP	D	0.06%
LVS	C	0.06%
QGEN	D	0.06%
WPC	D	0.06%
SF	A	0.06%
ACM	B	0.06%
CAG	F	0.06%
HST	D	0.06%
AMH	C	0.06%
SOLV	C	0.06%
CE	F	0.06%
RPRX	F	0.06%
MRO	A	0.05%
ZION	A	0.05%
BRBR	A	0.05%
JAZZ	A	0.05%
GNRC	B	0.05%
INGR	B	0.05%
GL	B	0.05%
LECO	C	0.05%
TAP	A	0.05%
MEDP	D	0.05%
LPX	A	0.05%
CTRA	A	0.05%
ZM	B	0.05%
AXS	A	0.04%
ARMK	C	0.04%
APG	C	0.04%
UGI	C	0.04%
XP	F	0.04%
SON	D	0.04%
MANH	D	0.04%
VRSN	D	0.04%
GEN	B	0.04%
DOCU	A	0.04%
AOS	F	0.04%
OLN	F	0.04%
NNN	D	0.04%
ACI	C	0.04%
PSTG	F	0.04%
DKS	D	0.04%
DCI	B	0.04%
WCC	A	0.04%
TPR	A	0.04%
NTNX	A	0.04%
BLD	F	0.04%
CRBG	B	0.04%
PINS	F	0.04%
AYI	A	0.04%
CLF	F	0.04%
SEIC	A	0.04%
ALSN	B	0.04%
BIIB	F	0.04%
ZS	B	0.04%
ELAN	C	0.04%
TXRH	A	0.04%
BRX	A	0.04%
WTFC	A	0.04%
MSA	D	0.03%
NWSA	B	0.03%
OGN	F	0.03%
DTM	A	0.03%
NEU	C	0.03%
SLM	A	0.03%
OZK	A	0.03%
MHK	D	0.03%
AMG	A	0.03%
SKX	D	0.03%
ASH	F	0.03%
RL	B	0.03%
HRB	D	0.03%
MGM	D	0.03%
JNPR	D	0.03%
JHG	A	0.03%
WYNN	D	0.03%
MIDD	D	0.03%
KEX	A	0.03%
R	A	0.03%
BEN	C	0.03%
ESAB	B	0.03%
LNC	A	0.03%
WLK	F	0.03%
RHI	B	0.03%
LNW	D	0.03%
FFIV	B	0.03%
SWKS	F	0.03%
COKE	C	0.03%
SAIC	D	0.03%
MTG	C	0.03%
UTHR	B	0.03%
FLS	A	0.03%
CNM	F	0.03%
STAG	D	0.03%
COLB	A	0.03%
G	A	0.03%
PINC	B	0.02%
AZTA	F	0.02%
CIVI	F	0.02%
VIRT	A	0.02%
QRVO	F	0.02%
DBX	C	0.02%
GAP	C	0.02%
GTLB	B	0.02%
PK	C	0.02%
CWEN	D	0.02%
EPR	D	0.02%
LSCC	D	0.02%
SMAR	A	0.02%
HIW	D	0.02%
MSM	C	0.02%
MTCH	F	0.02%
GTES	B	0.02%
WU	F	0.02%
EXEL	B	0.02%
WFRD	F	0.02%
DINO	D	0.02%
NYT	D	0.02%
LEA	F	0.02%
PVH	C	0.02%
BILL	A	0.02%
THO	B	0.02%
CROX	F	0.02%
XRAY	F	0.02%
BMRN	F	0.02%
ROKU	D	0.02%
H	B	0.02%
RYN	D	0.02%
PRGO	C	0.02%
EEFT	C	0.02%
SMG	D	0.02%
SNX	D	0.02%
INCY	B	0.02%
NBIX	D	0.02%
FOXA	A	0.02%
CIEN	B	0.02%
KRC	C	0.02%
MRNA	F	0.02%
WH	A	0.02%
CNA	C	0.01%
APLS	F	0.01%
CRI	D	0.01%
ALGM	F	0.01%
CWEN	D	0.01%
REYN	D	0.01%
ADTN	A	0.01%
AMKR	F	0.01%
RARE	F	0.01%
NWS	A	0.01%
ROIV	D	0.01%
PEGA	B	0.01%
COLM	B	0.01%
IONS	F	0.01%
SAM	B	0.01%
PPC	B	0.01%
VKTX	F	0.01%
TNL	A	0.01%
CRUS	F	0.01%
FOX	A	0.01%
MAN	F	0.01%
PATH	D	0.01%
SRPT	F	0.01%
M	C	0.01%
PLTK	A	0.0%
SEB	F	0.0%
DDS	B	0.0%
LEN	D	0.0%

RECS Underweight 66 Positions Relative to JGRO

Symbol	Grade	Weight
LLY	F	-3.33%
AVGO	C	-2.7%
MA	A	-2.66%
NFLX	A	-2.13%
ISRG	A	-1.82%
ORCL	A	-1.72%
TSLA	B	-1.2%
BX	A	-1.16%
KKR	A	-1.12%
PWR	A	-1.06%
DASH	B	-0.99%
GS	A	-0.92%
TSM	B	-0.78%
HUBS	A	-0.63%
SNPS	C	-0.62%
TDG	D	-0.6%
KO	D	-0.56%
HD	A	-0.52%
MCO	C	-0.5%
PGR	B	-0.5%
ETN	A	-0.5%
IBKR	A	-0.5%
SBUX	A	-0.5%
BRK.A	A	-0.47%
IBM	D	-0.46%
CPRT	A	-0.43%
AME	A	-0.43%
MCD	D	-0.42%
IR	A	-0.42%
GRMN	B	-0.41%
BAH	D	-0.39%
MELI	D	-0.37%
TTWO	A	-0.36%
HUBB	B	-0.34%
FICO	A	-0.34%
AZO	C	-0.33%
GWW	A	-0.33%
ENTG	F	-0.32%
APH	B	-0.3%
TER	F	-0.29%
STZ	D	-0.28%
UNH	B	-0.27%
AMD	F	-0.26%
ABT	B	-0.25%
ITCI	B	-0.24%
MDB	C	-0.24%
ELF	C	-0.22%
ON	F	-0.2%
POOL	D	-0.2%
COP	C	-0.19%
SAIA	B	-0.19%
IQV	F	-0.16%
JBHT	B	-0.15%
SNOW	C	-0.14%
AL	A	-0.14%
CMG	B	-0.13%
BABA	D	-0.13%
SHOP	A	-0.12%
FCX	F	-0.09%
CELH	F	-0.08%
LNG	A	-0.08%
EW	C	-0.07%
MNST	D	-0.06%
ASML	F	-0.05%
SQ	A	-0.05%
ABNB	C	-0.02%