RECS vs. JPEF ETF Comparison
Comparison of Columbia Research Enhanced Core ETF (RECS) to JPMorgan Equity Focus ETF (JPEF)
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
$35.57
Average Daily Volume
386,011
Number of Holdings
*
360
* may have additional holdings in another (foreign) market
JPEF
JPMorgan Equity Focus ETF
JPEF Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts.Grade (RS Rating)
Last Trade
$68.31
Average Daily Volume
91,509
Number of Holdings
*
40
* may have additional holdings in another (foreign) market
Performance
| Period | RECS | JPEF |
|---|---|---|
| 30 Days | 2.07% | 1.94% |
| 60 Days | 5.49% | 4.75% |
| 90 Days | 6.76% | 6.25% |
| 12 Months | 34.67% | 36.40% |
19 Overlapping Holdings
| Symbol | Grade | Weight in RECS | Weight in JPEF | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 7.95% | 3.5% | 3.5% | |
| AMZN | C | 4.75% | 5.88% | 4.75% | |
| BAC | A | 1.66% | 2.51% | 1.66% | |
| BKNG | A | 0.6% | 1.43% | 0.6% | |
| EOG | A | 0.22% | 2.87% | 0.22% | |
| GOOG | C | 2.0% | 2.06% | 2.0% | |
| INTU | B | 0.45% | 2.01% | 0.45% | |
| L | A | 0.08% | 2.79% | 0.08% | |
| LRCX | F | 0.24% | 0.42% | 0.24% | |
| META | D | 2.94% | 4.52% | 2.94% | |
| MSFT | D | 7.44% | 6.29% | 6.29% | |
| NVDA | B | 8.48% | 6.36% | 6.36% | |
| PANW | B | 0.28% | 2.15% | 0.28% | |
| PG | C | 1.9% | 2.43% | 1.9% | |
| PKG | A | 0.16% | 1.49% | 0.16% | |
| REGN | F | 0.16% | 1.54% | 0.16% | |
| TJX | A | 0.47% | 1.21% | 0.47% | |
| TMO | F | 1.3% | 1.21% | 1.21% | |
| TT | A | 0.4% | 2.54% | 0.4% |
RECS Overweight 341 Positions Relative to JPEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | 3.63% | |
| GOOGL | C | 2.36% | |
| JNJ | C | 2.35% | |
| XOM | B | 1.55% | |
| WFC | A | 1.35% | |
| PM | B | 0.96% | |
| CAT | B | 0.83% | |
| CVX | A | 0.77% | |
| CRM | B | 0.76% | |
| BMY | B | 0.75% | |
| C | A | 0.71% | |
| MDT | D | 0.7% | |
| FI | A | 0.65% | |
| UNP | C | 0.62% | |
| UBER | F | 0.61% | |
| CI | D | 0.6% | |
| MMC | B | 0.58% | |
| CSCO | B | 0.57% | |
| ABBV | F | 0.56% | |
| ADP | A | 0.53% | |
| ADBE | C | 0.52% | |
| LMT | D | 0.51% | |
| MCK | A | 0.5% | |
| NOW | A | 0.5% | |
| AMT | C | 0.47% | |
| QCOM | F | 0.46% | |
| PYPL | B | 0.46% | |
| MO | A | 0.45% | |
| EQIX | A | 0.44% | |
| BDX | F | 0.43% | |
| HCA | F | 0.43% | |
| CME | B | 0.43% | |
| DIS | B | 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 | F | 0.34% | |
| CTAS | B | 0.33% | |
| PCG | A | 0.33% | |
| AMGN | F | 0.32% | |
| MMM | D | 0.31% | |
| PLTR | B | 0.31% | |
| CSX | C | 0.3% | |
| SPG | A | 0.3% | |
| BK | A | 0.3% | |
| NUE | C | 0.29% | |
| XEL | A | 0.28% | |
| FDX | B | 0.28% | |
| EXC | C | 0.28% | |
| ALL | A | 0.27% | |
| PCAR | B | 0.26% | |
| COR | B | 0.26% | |
| MET | A | 0.25% | |
| ANET | C | 0.25% | |
| ETR | B | 0.24% | |
| VRTX | D | 0.23% | |
| EIX | B | 0.23% | |
| PRU | A | 0.23% | |
| HLT | A | 0.22% | |
| KMB | C | 0.22% | |
| PPG | F | 0.22% | |
| CMI | A | 0.21% | |
| GILD | C | 0.21% | |
| CNC | D | 0.2% | |
| PAYX | B | 0.2% | |
| MSI | B | 0.2% | |
| CAH | B | 0.19% | |
| CRWD | B | 0.19% | |
| RCL | A | 0.19% | |
| KR | B | 0.19% | |
| VRT | B | 0.19% | |
| APP | B | 0.18% | |
| AEE | A | 0.18% | |
| DTE | C | 0.18% | |
| LYB | F | 0.17% | |
| FITB | B | 0.17% | |
| WTW | B | 0.17% | |
| DHI | F | 0.17% | |
| GIS | D | 0.17% | |
| DAL | B | 0.17% | |
| OTIS | C | 0.17% | |
| CSGP | D | 0.16% | |
| MPC | D | 0.16% | |
| RJF | A | 0.16% | |
| ROST | D | 0.16% | |
| STLD | B | 0.16% | |
| MTD | F | 0.16% | |
| FTNT | C | 0.15% | |
| WAB | B | 0.15% | |
| STT | B | 0.15% | |
| PSX | C | 0.15% | |
| GPN | B | 0.15% | |
| SPOT | B | 0.14% | |
| LULU | C | 0.14% | |
| SYF | B | 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% | |
| TTD | B | 0.13% | |
| RPM | A | 0.13% | |
| TROW | B | 0.13% | |
| WY | F | 0.12% | |
| CF | A | 0.12% | |
| NI | A | 0.12% | |
| SBAC | D | 0.12% | |
| ADM | D | 0.12% | |
| EME | A | 0.11% | |
| INVH | D | 0.11% | |
| BAX | F | 0.11% | |
| CBOE | C | 0.11% | |
| BR | A | 0.11% | |
| FTV | C | 0.11% | |
| HOLX | D | 0.11% | |
| LDOS | C | 0.11% | |
| VTRS | A | 0.1% | |
| DECK | A | 0.1% | |
| BLDR | D | 0.1% | |
| FANG | C | 0.1% | |
| OXY | D | 0.1% | |
| ARE | F | 0.1% | |
| THC | D | 0.1% | |
| K | A | 0.1% | |
| EVRG | A | 0.1% | |
| CCL | A | 0.09% | |
| DDOG | A | 0.09% | |
| NVR | D | 0.09% | |
| TEAM | A | 0.09% | |
| HPQ | B | 0.09% | |
| CVNA | B | 0.09% | |
| CSL | C | 0.09% | |
| AVTR | F | 0.09% | |
| DELL | B | 0.09% | |
| EA | A | 0.09% | |
| PHM | D | 0.09% | |
| EXP | B | 0.08% | |
| RGA | A | 0.08% | |
| SNA | A | 0.08% | |
| EXPE | B | 0.08% | |
| EG | C | 0.08% | |
| EQH | C | 0.08% | |
| JLL | D | 0.07% | |
| GLPI | C | 0.07% | |
| FIX | A | 0.07% | |
| MOS | F | 0.07% | |
| JEF | A | 0.07% | |
| SSNC | B | 0.07% | |
| UNM | A | 0.07% | |
| OC | A | 0.07% | |
| EXPD | C | 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 | D | 0.06% | |
| FHN | A | 0.06% | |
| BURL | B | 0.06% | |
| WSM | C | 0.06% | |
| CW | C | 0.06% | |
| BG | D | 0.06% | |
| SWK | D | 0.06% | |
| NTAP | C | 0.06% | |
| ALNY | D | 0.06% | |
| LVS | B | 0.06% | |
| QGEN | D | 0.06% | |
| WPC | C | 0.06% | |
| SF | B | 0.06% | |
| ACM | B | 0.06% | |
| CAG | F | 0.06% | |
| HST | C | 0.06% | |
| AMH | C | 0.06% | |
| SOLV | D | 0.06% | |
| CE | F | 0.06% | |
| RPRX | D | 0.06% | |
| MRO | B | 0.05% | |
| ZION | B | 0.05% | |
| BRBR | A | 0.05% | |
| JAZZ | B | 0.05% | |
| GNRC | C | 0.05% | |
| INGR | C | 0.05% | |
| GL | C | 0.05% | |
| LECO | C | 0.05% | |
| TAP | C | 0.05% | |
| ITT | A | 0.05% | |
| MEDP | D | 0.05% | |
| LPX | B | 0.05% | |
| CTRA | B | 0.05% | |
| ZM | C | 0.05% | |
| AXS | A | 0.04% | |
| ARMK | B | 0.04% | |
| FTI | A | 0.04% | |
| APG | B | 0.04% | |
| UGI | C | 0.04% | |
| XP | F | 0.04% | |
| SON | F | 0.04% | |
| MANH | D | 0.04% | |
| VRSN | C | 0.04% | |
| GEN | B | 0.04% | |
| DOCU | B | 0.04% | |
| AOS | F | 0.04% | |
| OLN | F | 0.04% | |
| NNN | C | 0.04% | |
| ACI | C | 0.04% | |
| PSTG | D | 0.04% | |
| DKS | D | 0.04% | |
| DCI | B | 0.04% | |
| WCC | B | 0.04% | |
| TPR | B | 0.04% | |
| NTNX | B | 0.04% | |
| BLD | D | 0.04% | |
| CRBG | B | 0.04% | |
| PINS | F | 0.04% | |
| AYI | B | 0.04% | |
| CLF | F | 0.04% | |
| SEIC | B | 0.04% | |
| ALSN | B | 0.04% | |
| BIIB | F | 0.04% | |
| ZS | B | 0.04% | |
| ELAN | D | 0.04% | |
| TXRH | B | 0.04% | |
| BRX | A | 0.04% | |
| WTFC | A | 0.04% | |
| MSA | F | 0.03% | |
| NWSA | A | 0.03% | |
| OGN | F | 0.03% | |
| DTM | A | 0.03% | |
| NEU | D | 0.03% | |
| SLM | A | 0.03% | |
| OZK | B | 0.03% | |
| MHK | D | 0.03% | |
| NTRA | A | 0.03% | |
| AMG | B | 0.03% | |
| SKX | D | 0.03% | |
| ASH | F | 0.03% | |
| RL | C | 0.03% | |
| HRB | D | 0.03% | |
| MGM | D | 0.03% | |
| JNPR | D | 0.03% | |
| JHG | B | 0.03% | |
| WYNN | C | 0.03% | |
| MIDD | C | 0.03% | |
| KEX | B | 0.03% | |
| R | B | 0.03% | |
| BEN | C | 0.03% | |
| ESAB | C | 0.03% | |
| LNC | C | 0.03% | |
| WLK | D | 0.03% | |
| RHI | C | 0.03% | |
| LNW | F | 0.03% | |
| FFIV | B | 0.03% | |
| SWKS | F | 0.03% | |
| COKE | C | 0.03% | |
| SAIC | F | 0.03% | |
| MTG | C | 0.03% | |
| UTHR | C | 0.03% | |
| FLS | B | 0.03% | |
| CNM | D | 0.03% | |
| STAG | D | 0.03% | |
| COLB | B | 0.03% | |
| G | B | 0.03% | |
| PINC | B | 0.02% | |
| AZTA | D | 0.02% | |
| CIVI | D | 0.02% | |
| VIRT | A | 0.02% | |
| QRVO | F | 0.02% | |
| DBX | B | 0.02% | |
| GAP | C | 0.02% | |
| GTLB | B | 0.02% | |
| PK | C | 0.02% | |
| CWEN | C | 0.02% | |
| EXAS | D | 0.02% | |
| EPR | C | 0.02% | |
| LSCC | D | 0.02% | |
| SMAR | B | 0.02% | |
| HIW | C | 0.02% | |
| MSM | C | 0.02% | |
| MTCH | D | 0.02% | |
| GTES | A | 0.02% | |
| WU | F | 0.02% | |
| EXEL | B | 0.02% | |
| WFRD | D | 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 | D | 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 | B | 0.02% | |
| SMG | C | 0.02% | |
| SNX | D | 0.02% | |
| INCY | C | 0.02% | |
| NBIX | C | 0.02% | |
| FOXA | A | 0.02% | |
| CIEN | C | 0.02% | |
| KRC | B | 0.02% | |
| MRNA | F | 0.02% | |
| WH | B | 0.02% | |
| CNA | C | 0.01% | |
| APLS | F | 0.01% | |
| CRI | F | 0.01% | |
| ALGM | D | 0.01% | |
| CWEN | C | 0.01% | |
| REYN | D | 0.01% | |
| ADTN | A | 0.01% | |
| AMKR | D | 0.01% | |
| RARE | F | 0.01% | |
| NWS | A | 0.01% | |
| ROIV | C | 0.01% | |
| PEGA | B | 0.01% | |
| COLM | C | 0.01% | |
| IONS | F | 0.01% | |
| SAM | C | 0.01% | |
| PPC | C | 0.01% | |
| VKTX | F | 0.01% | |
| TNL | A | 0.01% | |
| CRUS | D | 0.01% | |
| FOX | A | 0.01% | |
| MAN | F | 0.01% | |
| PATH | C | 0.01% | |
| SRPT | F | 0.01% | |
| M | F | 0.01% | |
| PLTK | B | 0.0% | |
| SEB | F | 0.0% | |
| DDS | B | 0.0% | |
| LEN | D | 0.0% |
RECS Underweight 21 Positions Relative to JPEF
RECS: Top Represented Industries & Keywords
Industries:
Software - Application
Biotechnology
Diversified Industrials
Asset Management
Business Services
Semiconductors
Software - Infrastructure
Banks - Regional - US
Internet Content & Information
Packaged Foods
Specialty Chemicals
Utilities - Regulated Electric
Building Materials
Communication Equipment
Diagnostics & Research
Drug Manufacturers - Major
Oil & Gas E&P
Banks - Global
Insurance - Life
Residential Construction
JPEF: Top Represented Industries & Keywords
Industries:
Semiconductors
Credit Services
Household & Personal Products
Internet Content & Information
Software - Application
Apparel Stores
Banks - Global
Banks - Regional - US
Biotechnology
Building Materials
Capital Markets
Consumer Electronics
Diagnostics & Research
Diversified Industrials
Drug Manufacturers - Major
Engineering & Construction
Health Care Plans
Home Improvement Stores
Insurance - Diversified
Insurance - Property & Casualty
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