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      REVS vs. IMCB ETF Comparison

      Comparison of Columbia Research Enhanced Value ETF (REVS) to iShares Morningstar Mid-Cap ETF (IMCB)
      REVS

      Columbia Research Enhanced Value ETF

      REVS Description

      The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Value Index. The fund invests at least 80% of its assets in the securities of the index. The index reflects a rules-based strategic beta approach to investing in the companies that comprise the Russell 1000® Value Index, designed to achieve stronger total return when compared to the Russell 1000® Value Index, which is a broad measure of the performance of U.S. large- and mid-cap value companies.

      Grade (RS Rating)

      Last Trade

      $23.15

      Average Daily Volume

      18,109

      Number of Holdings *

      292

      * may have additional holdings in another (foreign) market
      IMCB

      iShares Morningstar Mid-Cap ETF

      IMCB Description IMCB is a passively-managed portfolio that offers exposure to a blend of growth and value stocks in the US mid-cap space. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology identifies growth securities as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth, while value securities as those with relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Core Index under the ticker JKG.

      Grade (RS Rating)

      Last Trade

      $69.90

      Average Daily Volume

      27,251

      Number of Holdings *

      447

      * may have additional holdings in another (foreign) market
      Performance
      Period REVS IMCB
      30 Days -0.29% -0.64%
      60 Days -0.34% -0.70%
      90 Days -2.08% -2.21%
      12 Months 14.83% 13.21%
      145 Overlapping Holdings
      Symbol Grade Weight in REVS Weight in IMCB Overlap
      ACM D 0.22% 0.12% 0.12%
      AEE D 0.38% 0.19% 0.19%
      AEP C 0.94% 0.46% 0.46%
      ALNY A 0.03% 0.31% 0.03%
      AMH A 0.21% 0.12% 0.12%
      AOS D 0.16% 0.1% 0.1%
      APP B 0.17% 0.17% 0.17%
      ATO D 0.34% 0.17% 0.17%
      BAX C 0.19% 0.17% 0.17%
      BEN F 0.08% 0.06% 0.06%
      BG B 0.19% 0.16% 0.16%
      BIIB C 0.15% 0.33% 0.15%
      BK B 0.56% 0.45% 0.45%
      BKR C 0.31% 0.35% 0.31%
      BLD D 0.15% 0.12% 0.12%
      BLDR F 0.31% 0.16% 0.16%
      BMRN C 0.07% 0.15% 0.07%
      BR B 0.07% 0.23% 0.07%
      BRO B 0.16% 0.22% 0.16%
      CAH D 0.14% 0.23% 0.14%
      CARR C 0.9% 0.53% 0.53%
      CCL C 0.25% 0.17% 0.17%
      CF F 0.26% 0.13% 0.13%
      CNC D 0.42% 0.35% 0.35%
      CNM D 0.13% 0.09% 0.09%
      CNP B 0.39% 0.19% 0.19%
      CPB B 0.1% 0.09% 0.09%
      CSGP F 0.3% 0.3% 0.3%
      CSL C 0.36% 0.19% 0.19%
      CTRA D 0.18% 0.2% 0.18%
      DAL D 0.53% 0.3% 0.3%
      DHI D 0.58% 0.41% 0.41%
      DINO D 0.07% 0.09% 0.07%
      DKS C 0.16% 0.11% 0.11%
      DOC B 0.24% 0.14% 0.14%
      EA B 0.31% 0.34% 0.31%
      EBAY B 0.36% 0.27% 0.27%
      EG D 0.18% 0.16% 0.16%
      EIX C 0.54% 0.27% 0.27%
      EME D 0.2% 0.17% 0.17%
      EQT D 0.12% 0.15% 0.12%
      ESS B 0.31% 0.17% 0.17%
      ETR D 0.45% 0.22% 0.22%
      EVRG D 0.24% 0.12% 0.12%
      EXAS D 0.02% 0.08% 0.02%
      EXPD B 0.29% 0.17% 0.17%
      EXPE C 0.06% 0.16% 0.06%
      FCNCA C 0.2% 0.21% 0.2%
      FFIV C 0.14% 0.1% 0.1%
      FITB D 0.3% 0.25% 0.25%
      FOX B 0.03% 0.04% 0.03%
      FOXA B 0.07% 0.08% 0.07%
      FTV D 0.47% 0.25% 0.25%
      GEHC D 0.34% 0.3% 0.3%
      GIS D 0.44% 0.36% 0.36%
      GLPI B 0.2% 0.11% 0.11%
      GPN D 0.31% 0.25% 0.25%
      HIG C 0.39% 0.3% 0.3%
      HLT B 0.41% 0.53% 0.41%
      HOLX C 0.2% 0.17% 0.17%
      HPQ C 0.33% 0.34% 0.33%
      HST D 0.22% 0.12% 0.12%
      HUM C 0.29% 0.45% 0.29%
      INCY D 0.01% 0.1% 0.01%
      INVH A 0.38% 0.21% 0.21%
      IP C 0.26% 0.15% 0.15%
      J D 0.31% 0.17% 0.17%
      JNPR B 0.16% 0.12% 0.12%
      K D 0.18% 0.15% 0.15%
      KHC D 0.31% 0.29% 0.29%
      KMB B 0.03% 0.46% 0.03%
      KR C 0.38% 0.34% 0.34%
      L D 0.17% 0.14% 0.14%
      LECO F 0.01% 0.11% 0.01%
      LEN D 0.5% 0.34% 0.34%
      LEN D 0.02% 0.01% 0.01%
      LEN D 0.02% 0.34% 0.02%
      LEN D 0.5% 0.01% 0.01%
      LYB D 0.43% 0.25% 0.25%
      LYV C 0.09% 0.14% 0.09%
      MAS D 0.26% 0.14% 0.14%
      MCHP C 0.19% 0.49% 0.19%
      MGM B 0.16% 0.1% 0.1%
      MOH F 0.09% 0.17% 0.09%
      MOS F 0.17% 0.09% 0.09%
      MRNA D 0.19% 0.39% 0.19%
      MRO B 0.15% 0.16% 0.15%
      MTB C 0.3% 0.25% 0.25%
      NDAQ C 0.28% 0.23% 0.23%
      NI B 0.24% 0.13% 0.13%
      NTAP A 0.22% 0.27% 0.22%
      NTNX C 0.13% 0.15% 0.13%
      NUE F 0.68% 0.37% 0.37%
      NVR D 0.27% 0.22% 0.22%
      NWS B 0.03% 0.03% 0.03%
      NWSA B 0.09% 0.1% 0.09%
      OC D 0.27% 0.15% 0.15%
      OKTA C 0.18% 0.15% 0.15%
      PCG D 0.69% 0.37% 0.37%
      PHM D 0.33% 0.22% 0.22%
      PKG C 0.28% 0.16% 0.16%
      PNR D 0.22% 0.12% 0.12%
      PPG D 0.39% 0.29% 0.29%
      PSTG B 0.06% 0.19% 0.06%
      PTC B 0.13% 0.22% 0.13%
      RCL B 0.36% 0.37% 0.36%
      RGA C 0.17% 0.14% 0.14%
      ROST B 0.05% 0.48% 0.05%
      RPM D 0.19% 0.14% 0.14%
      RPRX F 0.11% 0.1% 0.1%
      RS D 0.29% 0.16% 0.16%
      SBAC F 0.35% 0.2% 0.2%
      SJM D 0.13% 0.12% 0.12%
      SNA F 0.24% 0.13% 0.13%
      SNX D 0.1% 0.06% 0.06%
      SPG C 0.67% 0.45% 0.45%
      SSNC B 0.24% 0.13% 0.13%
      STLD D 0.35% 0.19% 0.19%
      STT C 0.28% 0.22% 0.22%
      SWK D 0.22% 0.12% 0.12%
      SWKS C 0.23% 0.17% 0.17%
      SYF B 0.22% 0.19% 0.19%
      TAP F 0.1% 0.09% 0.09%
      TER A 0.05% 0.23% 0.05%
      THC C 0.15% 0.13% 0.13%
      TOL D 0.16% 0.12% 0.12%
      TROW C 0.32% 0.25% 0.25%
      UAL D 0.28% 0.16% 0.16%
      UNM D 0.12% 0.08% 0.08%
      USFD C 0.14% 0.12% 0.12%
      UTHR B 0.06% 0.12% 0.06%
      VLO D 0.5% 0.51% 0.5%
      VLTO D 0.38% 0.22% 0.22%
      VRSN C 0.21% 0.15% 0.15%
      VRT C 0.47% 0.32% 0.32%
      VST C 0.45% 0.28% 0.28%
      VTRS D 0.14% 0.13% 0.13%
      WBA F 0.1% 0.08% 0.08%
      WLK D 0.08% 0.05% 0.05%
      WRK C 0.22% 0.12% 0.12%
      WSM D 0.23% 0.17% 0.17%
      WTW B 0.3% 0.27% 0.27%
      WYNN D 0.12% 0.08% 0.08%
      ZBH D 0.26% 0.22% 0.22%
      ZM F 0.2% 0.14% 0.14%
      REVS Overweight 149 Positions Relative to IMCB
      Symbol Grade Weight
      JPM B 4.85%
      XOM D 4.75%
      JNJ F 4.0%
      PG C 3.83%
      BAC B 3.36%
      CSCO D 2.69%
      WFC C 2.53%
      ORCL A 1.73%
      C B 1.47%
      VZ B 1.4%
      CMCSA F 1.25%
      ELV C 1.24%
      FDX B 1.2%
      MDT D 1.19%
      PH D 1.13%
      T B 1.1%
      CSX D 1.07%
      CI D 1.0%
      BMY F 0.98%
      MO A 0.97%
      CL B 0.96%
      CME D 0.87%
      CRM C 0.8%
      CAT D 0.75%
      EOG D 0.67%
      MPC D 0.65%
      EQIX C 0.63%
      PSX D 0.58%
      MCK B 0.55%
      MET D 0.55%
      REGN B 0.48%
      AMAT B 0.43%
      GILD C 0.4%
      QCOM B 0.38%
      AMGN B 0.26%
      MMC B 0.26%
      ADP D 0.25%
      CBOE D 0.22%
      CW C 0.19%
      ITT D 0.18%
      CACI B 0.17%
      PNW C 0.17%
      ORLY C 0.14%
      NNN B 0.14%
      X C 0.14%
      DOX D 0.13%
      WCC D 0.13%
      KEX B 0.13%
      TPR C 0.13%
      AYI D 0.13%
      CLF D 0.13%
      EGP B 0.13%
      MKSI B 0.12%
      SKX C 0.12%
      BERY D 0.12%
      BRX B 0.12%
      CR C 0.12%
      CTAS A 0.12%
      EWBC D 0.12%
      OLN F 0.11%
      AZEK D 0.11%
      ALSN D 0.11%
      AGCO F 0.11%
      AIZ D 0.11%
      STAG B 0.11%
      SAIC D 0.11%
      LEA F 0.1%
      ESAB D 0.1%
      R B 0.1%
      AIRC A 0.1%
      ORI D 0.1%
      FTI B 0.1%
      LRCX B 0.1%
      WBS D 0.09%
      TKR D 0.09%
      DCI D 0.09%
      SON F 0.09%
      INGR D 0.09%
      CRUS A 0.09%
      CRBG C 0.09%
      RL C 0.09%
      CMA C 0.08%
      G D 0.08%
      SEIC D 0.08%
      AAL F 0.08%
      IVZ D 0.07%
      NYT A 0.07%
      XP F 0.07%
      AXS C 0.07%
      MSI B 0.07%
      WTFC D 0.07%
      MTG B 0.07%
      ZION C 0.07%
      BPOP D 0.07%
      VRTX B 0.06%
      EPR C 0.06%
      NEU D 0.06%
      OLLI B 0.06%
      CUZ D 0.06%
      LNC C 0.06%
      OGN C 0.06%
      MAN D 0.06%
      XRAY F 0.06%
      AMG D 0.06%
      GPS C 0.06%
      MSM F 0.06%
      CZR C 0.06%
      THO D 0.06%
      KRC F 0.06%
      GPK D 0.06%
      GTES D 0.05%
      WU D 0.05%
      MPW F 0.05%
      ROKU C 0.05%
      OZK D 0.05%
      VNT D 0.05%
      PK D 0.05%
      JHG B 0.05%
      JAZZ F 0.04%
      HRB B 0.04%
      PRGO F 0.04%
      CACC B 0.04%
      EXP D 0.04%
      CWEN D 0.04%
      LSTR D 0.03%
      PHIN D 0.03%
      ADTN D 0.03%
      NYCB D 0.03%
      EEFT D 0.03%
      CRI F 0.03%
      JWN B 0.03%
      KSS F 0.03%
      CWEN D 0.02%
      INFA B 0.02%
      REYN D 0.02%
      HE F 0.02%
      TNL D 0.02%
      FTRE D 0.02%
      IART C 0.02%
      VIRT C 0.02%
      PINC F 0.02%
      IONS B 0.01%
      SEB F 0.01%
      MTCH F 0.01%
      EXEL C 0.01%
      DBX D 0.01%
      PATH D 0.01%
      CNA B 0.01%
      PLTK F 0.0%
      REVS Underweight 304 Positions Relative to IMCB
      Symbol Grade Weight
      EW B -0.55%
      TFC B -0.53%
      ADSK B -0.53%
      COF D -0.53%
      GM B -0.53%
      PCAR D -0.52%
      F B -0.51%
      WMB B -0.51%
      PLTR A -0.51%
      DLR B -0.5%
      AIG D -0.5%
      NSC D -0.49%
      AZO C -0.49%
      CPRT C -0.48%
      OKE B -0.48%
      NEM A -0.48%
      WDAY D -0.48%
      TRV D -0.47%
      SRE B -0.47%
      TEL B -0.46%
      GEV B -0.46%
      AFL B -0.46%
      DXCM D -0.45%
      COIN C -0.45%
      JCI D -0.45%
      PSA B -0.45%
      O C -0.45%
      TTD A -0.44%
      PRU B -0.43%
      URI D -0.43%
      AMP B -0.43%
      SMCI B -0.42%
      STZ B -0.42%
      ALL D -0.42%
      LHX B -0.42%
      FIS B -0.42%
      D C -0.41%
      GWW C -0.41%
      CCI D -0.41%
      HES D -0.41%
      FTNT C -0.4%
      LNG B -0.4%
      OTIS B -0.39%
      KMI B -0.39%
      MSCI C -0.39%
      VRSK A -0.39%
      FERG D -0.39%
      DDOG B -0.39%
      IDXX D -0.39%
      FICO A -0.38%
      DELL C -0.38%
      IQV D -0.38%
      AME D -0.38%
      PAYX D -0.38%
      MPWR B -0.38%
      COR C -0.38%
      IR C -0.37%
      PEG B -0.37%
      CTVA D -0.37%
      A D -0.37%
      DOW D -0.37%
      ACGL C -0.37%
      KDP D -0.36%
      FAST D -0.36%
      PWR D -0.36%
      SQ C -0.36%
      YUM D -0.36%
      CMI D -0.36%
      SYY D -0.35%
      FANG B -0.35%
      IT B -0.34%
      CTSH C -0.34%
      EXC D -0.34%
      ODFL C -0.34%
      DASH C -0.33%
      MLM D -0.33%
      DD C -0.33%
      LULU F -0.33%
      DFS B -0.33%
      HWM C -0.32%
      XYL D -0.32%
      EXR B -0.32%
      VMC D -0.32%
      ADM C -0.31%
      ED D -0.31%
      ON C -0.31%
      KVUE F -0.31%
      GLW B -0.3%
      HUBS C -0.3%
      CHTR C -0.3%
      HAL F -0.3%
      DVN D -0.3%
      ROK D -0.3%
      TSCO D -0.29%
      TEAM C -0.29%
      VICI D -0.29%
      AVB B -0.29%
      MTD D -0.29%
      TRGP A -0.29%
      XEL D -0.29%
      CDW D -0.29%
      EFX B -0.29%
      RMD C -0.28%
      DG F -0.28%
      ANSS C -0.28%
      IRM B -0.27%
      VEEV D -0.27%
      HSY F -0.27%
      WAB D -0.27%
      HPE C -0.27%
      NET B -0.26%
      PINS B -0.26%
      CHD C -0.26%
      CBRE C -0.26%
      GRMN C -0.25%
      AWK B -0.25%
      CPNG C -0.25%
      ARES C -0.25%
      WDC B -0.25%
      KEYS D -0.24%
      DECK C -0.24%
      IFF B -0.24%
      DOV D -0.24%
      TTWO C -0.24%
      WEC D -0.24%
      EL F -0.24%
      RJF D -0.23%
      EQR B -0.23%
      WST F -0.23%
      STE C -0.22%
      FSLR C -0.22%
      DLTR F -0.22%
      DTE D -0.22%
      STX B -0.21%
      VTR A -0.21%
      AXON C -0.21%
      LPLA B -0.21%
      TYL A -0.21%
      BAH C -0.2%
      LDOS B -0.2%
      ES C -0.2%
      WY F -0.2%
      PPL D -0.2%
      MSTR D -0.2%
      MKL D -0.2%
      ENTG B -0.2%
      PFG D -0.19%
      CINF C -0.19%
      RF B -0.19%
      ULTA D -0.19%
      CPAY D -0.19%
      BALL D -0.19%
      APTV F -0.19%
      GPC D -0.19%
      GDDY A -0.19%
      HBAN D -0.19%
      RBLX B -0.19%
      FE C -0.19%
      HUBB C -0.19%
      DRI D -0.18%
      SNAP B -0.18%
      DKNG F -0.18%
      MKC C -0.18%
      ALGN D -0.18%
      ZS B -0.18%
      TDY D -0.18%
      ARE C -0.18%
      MDB D -0.18%
      ILMN D -0.17%
      CFG B -0.17%
      LUV D -0.17%
      WAT D -0.17%
      DPZ D -0.17%
      LII B -0.17%
      LVS F -0.17%
      LH C -0.17%
      COO D -0.17%
      AVY D -0.17%
      NTRS C -0.17%
      OMC D -0.17%
      CMS D -0.17%
      FDS C -0.16%
      ZBRA C -0.16%
      WBD F -0.16%
      TSN D -0.16%
      BBY C -0.16%
      NRG D -0.16%
      MAA C -0.16%
      WRB C -0.16%
      TXT D -0.16%
      WSO B -0.16%
      CLX D -0.16%
      CE F -0.15%
      SUI C -0.15%
      IEX D -0.15%
      FWONK B -0.15%
      BURL B -0.15%
      MANH B -0.15%
      DGX C -0.15%
      NTRA B -0.14%
      TRMB C -0.14%
      HEI B -0.14%
      PODD C -0.14%
      KEY C -0.14%
      IBKR B -0.14%
      AKAM F -0.14%
      NBIX C -0.14%
      AMCR D -0.14%
      AVTR D -0.14%
      CASY B -0.14%
      SRPT C -0.14%
      TPL B -0.14%
      TRU C -0.14%
      GEN B -0.14%
      ROL A -0.14%
      EQH B -0.13%
      NVT D -0.13%
      RVTY D -0.13%
      JBL F -0.13%
      LNT B -0.13%
      ENPH F -0.13%
      KIM B -0.13%
      GGG D -0.13%
      JBHT F -0.13%
      CAG D -0.13%
      CPT B -0.12%
      KMX C -0.12%
      NDSN D -0.12%
      LW F -0.12%
      WPC D -0.12%
      FLEX D -0.12%
      JKHY C -0.12%
      FNF D -0.12%
      UDR B -0.12%
      TW C -0.12%
      XPO C -0.12%
      SAIA C -0.12%
      WING B -0.12%
      AES D -0.12%
      DT F -0.12%
      OVV D -0.12%
      BJ B -0.11%
      TTEK D -0.11%
      APA F -0.11%
      IPG F -0.11%
      ALLY B -0.11%
      WMS D -0.11%
      RNR D -0.11%
      UHS C -0.11%
      DOCU C -0.11%
      LKQ F -0.11%
      CLH B -0.11%
      TECH D -0.11%
      QRVO B -0.11%
      POOL F -0.11%
      ALB F -0.11%
      EMN D -0.11%
      ELS C -0.11%
      HOOD B -0.11%
      TWLO D -0.1%
      AR D -0.1%
      BXP C -0.1%
      CHDN B -0.1%
      TFX C -0.1%
      HII D -0.1%
      PFGC D -0.1%
      MEDP C -0.1%
      ALLE D -0.1%
      FND F -0.1%
      EPAM F -0.1%
      SCI C -0.1%
      CRL F -0.1%
      REG B -0.1%
      FIX D -0.1%
      CG C -0.09%
      CHK D -0.09%
      CCK F -0.09%
      HRL F -0.09%
      RRX F -0.09%
      CNH F -0.09%
      CELH F -0.09%
      WTRG C -0.09%
      AFG D -0.09%
      ERIE C -0.09%
      HEI B -0.09%
      DAY F -0.08%
      ACI F -0.08%
      MORN B -0.08%
      BSY D -0.07%
      DVA C -0.07%
      SOLV F -0.07%
      PAYC F -0.07%
      BRKR F -0.06%
      PCOR C -0.06%
      UHAL D -0.06%
      U F -0.05%
      AZPN D -0.05%
      COTY F -0.04%
      AGR C -0.03%
      PAG D -0.03%
      ALAB D -0.02%
      SIRI C -0.02%
      FWONA C -0.01%
      UHAL D -0.0%

      REVS: Top Represented Industries & Keywords

      Industries: Biotechnology Asset Management Banks - Regional - US Software - Infrastructure Diversified Industrials Utilities - Regulated Electric Business Services Packaging & Containers Packaged Foods Specialty Chemicals Banks - Global Building Materials Drug Manufacturers - Major Health Care Plans Residential Construction Broadcasting - TV Communication Equipment Oil & Gas E&P Oil & Gas Refining & Marketing REIT - Residential
      Keywords: S&P 500 Nasdaq 100 Bank Insurance Natural Gas Banking Computing Electricity Medicine Real Estate Investment Trust Electronics Biotechnology Bone Cash Management Disability Insurance Products Telecommunications Aerospace Clothing E-Commerce

      IMCB: Top Represented Industries & Keywords

      Industries: Software - Application Diagnostics & Research Business Services Diversified Industrials Utilities - Regulated Electric Oil & Gas E&P REIT - Residential Biotechnology Packaged Foods Specialty Retail Asset Management Banks - Regional - US Software - Infrastructure Engineering & Construction Insurance - Property & Casualty Medical Instruments & Supplies Specialty Chemicals Utilities - Diversified Broadcasting - TV Building Materials
      Keywords: S&P 500 Nasdaq 100 Computing Natural Gas Insurance Electricity Real Estate Investment Trust Aerospace Electronics Chemical Beverage Telecommunications Cloud Computing Insurance Products Medicine Mining Bank Biotechnology Building Materials Retailing
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