REVS vs. IMCV ETF Comparison
Comparison of Columbia Research Enhanced Value ETF (REVS) to iShares Morningstar Mid-Cap Value ETF (IMCV)
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
$25.36
Average Daily Volume
11,112
Number of Holdings
*
301
* may have additional holdings in another (foreign) market
IMCV
iShares Morningstar Mid-Cap Value ETF
IMCV Description
The investment seeks to track the investment results of the Morningstar® US Mid Cap Broad Value IndexSM composed of mid-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. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited âvalueâ characteristics as determined by Morningstar, Inc. (Morningstar or the index providerâ) proprietary index methodology.Grade (RS Rating)
Last Trade
$76.50
Average Daily Volume
22,130
Number of Holdings
*
303
* may have additional holdings in another (foreign) market
Performance
| Period | REVS | IMCV |
|---|---|---|
| 30 Days | 1.75% | 1.96% |
| 60 Days | 3.99% | 3.76% |
| 90 Days | 8.84% | 8.91% |
| 12 Months | 26.88% | 26.66% |
118 Overlapping Holdings
| Symbol | Grade | Weight in REVS | Weight in IMCV | Overlap | |
|---|---|---|---|---|---|
| ACI | F | 0.1% | 0.14% | 0.1% | |
| ACM | B | 0.16% | 0.1% | 0.1% | |
| ADM | D | 0.35% | 0.53% | 0.35% | |
| AEE | B | 0.4% | 0.42% | 0.4% | |
| AES | C | 0.25% | 0.25% | 0.25% | |
| ALL | C | 0.41% | 0.54% | 0.41% | |
| AOS | B | 0.12% | 0.05% | 0.05% | |
| ARE | C | 0.28% | 0.25% | 0.25% | |
| AVTR | C | 0.23% | 0.14% | 0.14% | |
| BAX | C | 0.26% | 0.36% | 0.26% | |
| BEN | F | 0.06% | 0.11% | 0.06% | |
| BG | F | 0.17% | 0.25% | 0.17% | |
| BIIB | F | 0.11% | 0.52% | 0.11% | |
| BK | B | 0.51% | 0.98% | 0.51% | |
| BLD | C | 0.14% | 0.1% | 0.1% | |
| BLDR | C | 0.24% | 0.23% | 0.23% | |
| CAG | B | 0.19% | 0.28% | 0.19% | |
| CAH | C | 0.14% | 0.49% | 0.14% | |
| CCL | C | 0.23% | 0.34% | 0.23% | |
| CE | D | 0.17% | 0.12% | 0.12% | |
| CF | B | 0.23% | 0.28% | 0.23% | |
| CMI | B | 0.5% | 0.26% | 0.26% | |
| CNC | D | 0.5% | 0.72% | 0.5% | |
| CTRA | F | 0.1% | 0.19% | 0.1% | |
| DAL | C | 0.38% | 0.31% | 0.31% | |
| DELL | C | 0.46% | 0.32% | 0.32% | |
| DHI | C | 0.68% | 1.05% | 0.68% | |
| DINO | F | 0.04% | 0.14% | 0.04% | |
| DKS | D | 0.14% | 0.13% | 0.13% | |
| DTE | A | 0.45% | 0.48% | 0.45% | |
| EA | D | 0.27% | 0.19% | 0.19% | |
| EBAY | B | 0.4% | 0.38% | 0.38% | |
| EG | B | 0.14% | 0.31% | 0.14% | |
| EIX | B | 0.57% | 0.61% | 0.57% | |
| EPAM | F | 0.16% | 0.1% | 0.1% | |
| ETR | A | 0.48% | 0.5% | 0.48% | |
| EVRG | B | 0.24% | 0.26% | 0.24% | |
| EXC | B | 0.7% | 0.73% | 0.7% | |
| EXPD | B | 0.17% | 0.33% | 0.17% | |
| FANG | F | 0.19% | 0.59% | 0.19% | |
| FFIV | B | 0.2% | 0.14% | 0.14% | |
| FITB | B | 0.28% | 0.54% | 0.28% | |
| FOX | B | 0.04% | 0.09% | 0.04% | |
| FOXA | B | 0.07% | 0.18% | 0.07% | |
| FTV | C | 0.31% | 0.15% | 0.15% | |
| GIS | B | 0.52% | 0.76% | 0.52% | |
| GLPI | C | 0.18% | 0.25% | 0.18% | |
| GPN | D | 0.24% | 0.29% | 0.24% | |
| HOLX | D | 0.24% | 0.35% | 0.24% | |
| HPE | C | 0.42% | 0.45% | 0.42% | |
| HPQ | C | 0.42% | 0.65% | 0.42% | |
| HST | D | 0.17% | 0.24% | 0.17% | |
| INCY | C | 0.04% | 0.09% | 0.04% | |
| JNPR | A | 0.19% | 0.23% | 0.19% | |
| K | A | 0.27% | 0.39% | 0.27% | |
| KHC | C | 0.39% | 0.56% | 0.39% | |
| KMB | C | 0.36% | 0.56% | 0.36% | |
| KR | B | 0.46% | 0.7% | 0.46% | |
| L | D | 0.14% | 0.27% | 0.14% | |
| LDOS | A | 0.24% | 0.23% | 0.23% | |
| LEN | B | 0.02% | 0.8% | 0.02% | |
| LEN | B | 0.02% | 0.03% | 0.02% | |
| LEN | B | 0.53% | 0.03% | 0.03% | |
| LEN | B | 0.53% | 0.8% | 0.53% | |
| LYB | D | 0.37% | 0.46% | 0.37% | |
| MAS | B | 0.21% | 0.19% | 0.19% | |
| MGM | D | 0.11% | 0.09% | 0.09% | |
| MOS | F | 0.12% | 0.15% | 0.12% | |
| MRNA | F | 0.08% | 0.22% | 0.08% | |
| MRO | D | 0.09% | 0.29% | 0.09% | |
| NI | B | 0.27% | 0.28% | 0.27% | |
| NTAP | D | 0.22% | 0.23% | 0.22% | |
| NUE | D | 0.53% | 0.66% | 0.53% | |
| NVR | B | 0.33% | 0.54% | 0.33% | |
| NWS | D | 0.02% | 0.06% | 0.02% | |
| NWSA | D | 0.07% | 0.19% | 0.07% | |
| OC | C | 0.17% | 0.28% | 0.17% | |
| OTIS | B | 0.47% | 0.29% | 0.29% | |
| PCAR | D | 0.57% | 0.94% | 0.57% | |
| PCG | C | 0.74% | 0.45% | 0.45% | |
| PHM | B | 0.35% | 0.32% | 0.32% | |
| PKG | B | 0.28% | 0.35% | 0.28% | |
| PPG | C | 0.46% | 0.34% | 0.34% | |
| PRU | C | 0.42% | 0.8% | 0.42% | |
| QRVO | F | 0.15% | 0.08% | 0.08% | |
| RGA | C | 0.14% | 0.27% | 0.14% | |
| RJF | C | 0.22% | 0.17% | 0.17% | |
| RPM | B | 0.18% | 0.1% | 0.1% | |
| RPRX | C | 0.14% | 0.2% | 0.14% | |
| RS | D | 0.24% | 0.3% | 0.24% | |
| SNA | B | 0.17% | 0.18% | 0.17% | |
| SNX | C | 0.14% | 0.11% | 0.11% | |
| SOLV | D | 0.13% | 0.18% | 0.13% | |
| SPG | B | 0.55% | 0.96% | 0.55% | |
| SSNC | C | 0.18% | 0.3% | 0.18% | |
| STLD | C | 0.27% | 0.34% | 0.27% | |
| STT | B | 0.26% | 0.49% | 0.26% | |
| SW | B | 0.39% | 0.44% | 0.39% | |
| SWK | B | 0.19% | 0.16% | 0.16% | |
| SWKS | F | 0.25% | 0.29% | 0.25% | |
| SYF | C | 0.19% | 0.36% | 0.19% | |
| TAP | D | 0.12% | 0.18% | 0.12% | |
| TER | C | 0.03% | 0.19% | 0.03% | |
| THC | C | 0.21% | 0.3% | 0.21% | |
| TOL | A | 0.19% | 0.19% | 0.19% | |
| TROW | C | 0.23% | 0.45% | 0.23% | |
| UAL | B | 0.22% | 0.32% | 0.22% | |
| UNM | B | 0.1% | 0.19% | 0.1% | |
| UTHR | B | 0.06% | 0.25% | 0.06% | |
| VLO | F | 0.26% | 0.78% | 0.26% | |
| VTRS | D | 0.18% | 0.25% | 0.18% | |
| WLK | C | 0.07% | 0.06% | 0.06% | |
| WPC | C | 0.19% | 0.25% | 0.19% | |
| WSM | C | 0.1% | 0.12% | 0.1% | |
| WTW | B | 0.29% | 0.28% | 0.28% | |
| WY | C | 0.33% | 0.45% | 0.33% | |
| XEL | B | 0.62% | 0.65% | 0.62% | |
| ZM | C | 0.28% | 0.31% | 0.28% |
REVS Overweight 185 Positions Relative to IMCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| JNJ | C | 5.06% | |
| JPM | D | 4.7% | |
| CSCO | B | 3.27% | |
| XOM | D | 3.05% | |
| BAC | D | 2.63% | |
| PM | C | 2.4% | |
| WFC | D | 1.94% | |
| CAT | B | 1.86% | |
| CVX | F | 1.48% | |
| MDT | B | 1.48% | |
| BLK | B | 1.34% | |
| BMY | C | 1.3% | |
| DIS | D | 1.22% | |
| C | C | 1.16% | |
| CI | C | 1.14% | |
| UPS | D | 1.1% | |
| MO | C | 1.1% | |
| CMCSA | C | 1.08% | |
| T | B | 1.07% | |
| EQIX | B | 1.07% | |
| LMT | A | 0.94% | |
| MMC | C | 0.92% | |
| TGT | C | 0.89% | |
| UNP | D | 0.87% | |
| CME | B | 0.78% | |
| ABBV | B | 0.78% | |
| HCA | B | 0.75% | |
| CSX | C | 0.74% | |
| MMM | B | 0.7% | |
| FDX | D | 0.68% | |
| TJX | C | 0.67% | |
| TT | B | 0.65% | |
| MSI | B | 0.6% | |
| CRM | C | 0.6% | |
| ROST | C | 0.47% | |
| CL | C | 0.47% | |
| MET | B | 0.46% | |
| MCK | F | 0.46% | |
| CSGP | D | 0.41% | |
| MTD | C | 0.41% | |
| EOG | D | 0.41% | |
| GILD | B | 0.4% | |
| REGN | D | 0.39% | |
| WAB | B | 0.36% | |
| MPC | F | 0.35% | |
| HLT | B | 0.35% | |
| SBAC | C | 0.34% | |
| PSX | F | 0.33% | |
| PAYX | C | 0.31% | |
| INVH | D | 0.29% | |
| VRTX | D | 0.24% | |
| VRSN | C | 0.23% | |
| FCNCA | D | 0.22% | |
| AMAT | D | 0.22% | |
| CBOE | C | 0.21% | |
| CSL | B | 0.2% | |
| OXY | F | 0.2% | |
| QCOM | D | 0.19% | |
| AMH | D | 0.18% | |
| NTNX | D | 0.16% | |
| AMGN | D | 0.15% | |
| FTNT | B | 0.14% | |
| EME | B | 0.14% | |
| CW | B | 0.14% | |
| CVNA | B | 0.14% | |
| TPR | A | 0.13% | |
| TWLO | C | 0.13% | |
| CIEN | B | 0.13% | |
| NNN | B | 0.12% | |
| JLL | B | 0.12% | |
| ARMK | B | 0.12% | |
| CACI | B | 0.12% | |
| WYNN | C | 0.11% | |
| EWBC | C | 0.11% | |
| BKNG | B | 0.11% | |
| BRX | C | 0.11% | |
| INGR | B | 0.11% | |
| COKE | C | 0.1% | |
| STAG | D | 0.1% | |
| AYI | B | 0.1% | |
| RL | B | 0.1% | |
| MHK | B | 0.1% | |
| DCI | C | 0.1% | |
| CRUS | D | 0.1% | |
| AIZ | B | 0.1% | |
| BRBR | B | 0.1% | |
| OKTA | F | 0.1% | |
| SKX | C | 0.1% | |
| LECO | D | 0.09% | |
| HRB | C | 0.09% | |
| JAZZ | D | 0.09% | |
| UGI | B | 0.09% | |
| CROX | C | 0.09% | |
| SF | B | 0.09% | |
| ADP | C | 0.09% | |
| GL | D | 0.09% | |
| ALSN | B | 0.09% | |
| LEA | D | 0.08% | |
| G | C | 0.08% | |
| SAIC | C | 0.08% | |
| FLS | C | 0.08% | |
| SON | D | 0.08% | |
| KEX | C | 0.08% | |
| FHN | D | 0.08% | |
| OLN | D | 0.08% | |
| WCC | C | 0.08% | |
| MIDD | C | 0.08% | |
| PVH | D | 0.07% | |
| MTCH | C | 0.07% | |
| XP | D | 0.07% | |
| SEIC | B | 0.07% | |
| WTFC | C | 0.07% | |
| THO | C | 0.07% | |
| ESAB | C | 0.07% | |
| WH | B | 0.07% | |
| R | C | 0.07% | |
| XRAY | D | 0.07% | |
| CRBG | C | 0.07% | |
| OLED | D | 0.07% | |
| MSA | D | 0.07% | |
| AMKR | F | 0.06% | |
| CLF | F | 0.06% | |
| AXS | B | 0.06% | |
| AZO | B | 0.06% | |
| NYT | B | 0.06% | |
| DBX | C | 0.06% | |
| BILL | D | 0.06% | |
| KRC | C | 0.06% | |
| MTG | B | 0.06% | |
| OGN | D | 0.06% | |
| RYN | C | 0.06% | |
| ASH | F | 0.06% | |
| FTI | D | 0.06% | |
| ZION | D | 0.06% | |
| PRGO | F | 0.05% | |
| ALGM | D | 0.05% | |
| SLM | C | 0.05% | |
| HIW | C | 0.05% | |
| JHG | B | 0.05% | |
| EPR | C | 0.05% | |
| SMG | B | 0.05% | |
| M | F | 0.05% | |
| LNC | C | 0.05% | |
| GNRC | D | 0.05% | |
| COLB | B | 0.05% | |
| GAP | F | 0.05% | |
| AMG | C | 0.05% | |
| BMRN | F | 0.05% | |
| NEU | D | 0.05% | |
| ROKU | D | 0.05% | |
| TNL | C | 0.04% | |
| EEFT | F | 0.04% | |
| GTES | C | 0.04% | |
| CTAS | C | 0.04% | |
| PK | D | 0.04% | |
| CWEN | A | 0.04% | |
| OZK | F | 0.04% | |
| PINC | D | 0.03% | |
| CRI | D | 0.03% | |
| EXAS | D | 0.03% | |
| LPX | B | 0.03% | |
| PSTG | F | 0.03% | |
| WU | C | 0.03% | |
| COLM | C | 0.03% | |
| CNM | F | 0.03% | |
| EXP | B | 0.03% | |
| AZTA | F | 0.03% | |
| LSCC | D | 0.02% | |
| CWEN | A | 0.02% | |
| PPC | D | 0.02% | |
| REYN | C | 0.02% | |
| CIVI | F | 0.02% | |
| ADTN | C | 0.02% | |
| BR | C | 0.02% | |
| SAM | D | 0.02% | |
| VIRT | C | 0.02% | |
| INFA | D | 0.02% | |
| SEB | D | 0.01% | |
| CNA | D | 0.01% | |
| PATH | D | 0.01% | |
| ALNY | C | 0.01% | |
| DDS | D | 0.01% | |
| IONS | F | 0.0% | |
| PLTK | C | 0.0% | |
| EXEL | C | 0.0% |
REVS Underweight 187 Positions Relative to IMCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| NSC | C | -1.03% | |
| WMB | C | -1.03% | |
| TFC | D | -1.03% | |
| COF | B | -1.03% | |
| AFL | A | -1.02% | |
| OKE | C | -1.02% | |
| GM | C | -1.0% | |
| AEP | C | -0.99% | |
| SRE | B | -0.96% | |
| CCI | C | -0.93% | |
| AIG | D | -0.88% | |
| FIS | C | -0.87% | |
| LHX | C | -0.82% | |
| PEG | B | -0.81% | |
| KMI | C | -0.8% | |
| F | F | -0.79% | |
| FERG | D | -0.75% | |
| KVUE | B | -0.74% | |
| CTSH | B | -0.7% | |
| HUM | F | -0.69% | |
| O | B | -0.67% | |
| ED | B | -0.65% | |
| GLW | B | -0.64% | |
| VICI | C | -0.63% | |
| HIG | B | -0.63% | |
| GEV | B | -0.62% | |
| CHTR | D | -0.59% | |
| TRV | C | -0.57% | |
| PSA | C | -0.55% | |
| WEC | B | -0.55% | |
| MTB | C | -0.54% | |
| LNG | D | -0.53% | |
| ACGL | B | -0.53% | |
| URI | B | -0.51% | |
| NEM | C | -0.51% | |
| CARR | B | -0.51% | |
| D | C | -0.5% | |
| KDP | B | -0.49% | |
| IFF | A | -0.49% | |
| DVN | F | -0.48% | |
| EXR | C | -0.46% | |
| PPL | A | -0.44% | |
| ES | B | -0.43% | |
| MCHP | D | -0.43% | |
| FE | B | -0.41% | |
| CTVA | B | -0.41% | |
| WDC | C | -0.4% | |
| STX | B | -0.4% | |
| DOW | C | -0.4% | |
| HBAN | B | -0.39% | |
| RF | B | -0.39% | |
| TEL | D | -0.39% | |
| ATO | B | -0.38% | |
| JCI | B | -0.38% | |
| PFG | B | -0.37% | |
| OMC | B | -0.37% | |
| TRGP | C | -0.37% | |
| ON | D | -0.36% | |
| BBY | A | -0.36% | |
| GEHC | B | -0.36% | |
| NTRS | C | -0.35% | |
| STZ | C | -0.35% | |
| DD | B | -0.35% | |
| CNP | C | -0.34% | |
| BKR | C | -0.34% | |
| WBD | D | -0.34% | |
| CFG | D | -0.34% | |
| DG | F | -0.34% | |
| LH | D | -0.34% | |
| COR | F | -0.33% | |
| IRM | C | -0.32% | |
| NDAQ | C | -0.32% | |
| VTR | C | -0.31% | |
| IP | C | -0.31% | |
| DGX | B | -0.31% | |
| DOC | B | -0.3% | |
| AMCR | B | -0.3% | |
| AVB | C | -0.3% | |
| KEY | C | -0.29% | |
| FNF | B | -0.29% | |
| IQV | D | -0.29% | |
| AMP | B | -0.28% | |
| LNT | A | -0.28% | |
| EQR | C | -0.28% | |
| CBRE | B | -0.27% | |
| KEYS | B | -0.27% | |
| DFS | C | -0.27% | |
| AWK | C | -0.26% | |
| DLR | B | -0.26% | |
| CMS | B | -0.25% | |
| RNR | B | -0.25% | |
| VST | B | -0.25% | |
| EQH | C | -0.24% | |
| BXP | C | -0.24% | |
| RCL | B | -0.24% | |
| EMN | B | -0.24% | |
| CINF | C | -0.24% | |
| HAL | F | -0.23% | |
| SJM | C | -0.23% | |
| HSY | D | -0.23% | |
| IPG | C | -0.22% | |
| MAA | C | -0.22% | |
| NRG | B | -0.22% | |
| GPC | D | -0.21% | |
| LKQ | F | -0.2% | |
| VLTO | B | -0.2% | |
| OVV | F | -0.2% | |
| ZBH | F | -0.2% | |
| ESS | C | -0.19% | |
| CNH | C | -0.19% | |
| DRI | C | -0.19% | |
| CPNG | B | -0.19% | |
| MSTR | C | -0.19% | |
| GRMN | D | -0.18% | |
| MKC | C | -0.18% | |
| CPB | C | -0.18% | |
| ULTA | D | -0.18% | |
| LUV | C | -0.18% | |
| EXPE | C | -0.17% | |
| ALLY | F | -0.17% | |
| APA | F | -0.17% | |
| TDY | B | -0.17% | |
| CG | C | -0.17% | |
| AKAM | D | -0.16% | |
| TSCO | B | -0.16% | |
| TSN | D | -0.16% | |
| MOH | D | -0.16% | |
| AVY | C | -0.16% | |
| TXT | D | -0.16% | |
| APTV | D | -0.16% | |
| RVTY | B | -0.16% | |
| FLEX | B | -0.16% | |
| BALL | C | -0.16% | |
| UHS | C | -0.15% | |
| DOV | B | -0.15% | |
| DLTR | F | -0.15% | |
| PINS | D | -0.15% | |
| AR | C | -0.15% | |
| DKNG | C | -0.15% | |
| CHK | C | -0.15% | |
| REG | C | -0.14% | |
| WAT | B | -0.14% | |
| CLX | C | -0.14% | |
| CPT | C | -0.14% | |
| GEN | A | -0.14% | |
| MKL | C | -0.14% | |
| USFD | C | -0.13% | |
| TFX | B | -0.13% | |
| EQT | C | -0.13% | |
| POOL | C | -0.13% | |
| CCK | B | -0.13% | |
| WRB | D | -0.13% | |
| AFG | C | -0.12% | |
| J | A | -0.12% | |
| WTRG | D | -0.12% | |
| ALGN | D | -0.12% | |
| ENTG | D | -0.12% | |
| SIRI | C | -0.11% | |
| HRL | F | -0.11% | |
| WBA | F | -0.11% | |
| COO | C | -0.11% | |
| ALLE | B | -0.1% | |
| UDR | C | -0.1% | |
| SCI | C | -0.1% | |
| CPAY | B | -0.1% | |
| JBL | C | -0.1% | |
| JBHT | D | -0.1% | |
| BJ | D | -0.1% | |
| KMX | D | -0.1% | |
| TRMB | C | -0.09% | |
| RRX | C | -0.09% | |
| BAH | B | -0.09% | |
| ELS | D | -0.09% | |
| ALB | D | -0.09% | |
| DVA | B | -0.08% | |
| CASY | D | -0.08% | |
| UHAL | B | -0.08% | |
| PNR | B | -0.08% | |
| ZBRA | B | -0.08% | |
| XPO | D | -0.08% | |
| KIM | C | -0.08% | |
| CRL | F | -0.07% | |
| HII | F | -0.07% | |
| PAG | D | -0.06% | |
| AGR | C | -0.05% | |
| COTY | D | -0.02% | |
| UHAL | B | -0.01% |
REVS: Top Represented Industries & Keywords
Industries:
Biotechnology
Asset Management
Diversified Industrials
Business Services
Banks - Regional - US
Packaged Foods
Semiconductors
Software - Infrastructure
Specialty Chemicals
Utilities - Regulated Electric
Building Materials
Communication Equipment
Drug Manufacturers - Major
Oil & Gas E&P
Banks - Global
Insurance - Life
Residential Construction
Specialty Retail
Apparel Manufacturing
Broadcasting - TV
IMCV: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Oil & Gas E&P
Packaged Foods
Specialty Retail
Asset Management
Banks - Regional - US
Insurance - Property & Casualty
REIT - Residential
Specialty Chemicals
Utilities - Diversified
Business Services
Diagnostics & Research
Diversified Industrials
Packaging & Containers
Oil & Gas Midstream
Residential Construction
Scientific & Technical Instruments
Biotechnology
Broadcasting - TV
Building Materials
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