REVS vs. MTUM ETF Comparison
Comparison of Columbia Research Enhanced Value ETF (REVS) to iShares MSCI USA Momentum Factor ETF (MTUM)
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
$26.95
Average Daily Volume
10,486
Number of Holdings
*
304
* may have additional holdings in another (foreign) market
MTUM
iShares MSCI USA Momentum Factor ETF
MTUM Description
The investment seeks to track the performance of an index that measures the performance of U.S. large- and mid-capitalization stocks exhibiting relatively higher momentum characteristics, before fees and expenses. The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The MSCI USA Momentum Index (the "underlying index") consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks.Grade (RS Rating)
Last Trade
$214.46
Average Daily Volume
848,053
Number of Holdings
*
124
* may have additional holdings in another (foreign) market
Performance
| Period | REVS | MTUM |
|---|---|---|
| 30 Days | 5.90% | 4.24% |
| 60 Days | 7.05% | 5.49% |
| 90 Days | 8.36% | 9.25% |
| 12 Months | 32.65% | 42.64% |
38 Overlapping Holdings
| Symbol | Grade | Weight in REVS | Weight in MTUM | Overlap | |
|---|---|---|---|---|---|
| ALL | B | 0.41% | 0.41% | 0.41% | |
| ALNY | D | 0.01% | 0.3% | 0.01% | |
| BK | A | 0.54% | 0.48% | 0.48% | |
| C | A | 1.23% | 1.08% | 1.08% | |
| CL | D | 0.42% | 0.79% | 0.42% | |
| CSL | B | 0.19% | 0.23% | 0.19% | |
| CTAS | B | 0.04% | 0.91% | 0.04% | |
| DELL | C | 0.47% | 0.49% | 0.47% | |
| DHI | D | 0.57% | 0.37% | 0.37% | |
| DKS | C | 0.12% | 0.1% | 0.1% | |
| EBAY | C | 0.36% | 0.25% | 0.25% | |
| EIX | A | 0.55% | 0.26% | 0.26% | |
| EME | B | 0.16% | 0.38% | 0.16% | |
| FITB | B | 0.29% | 0.25% | 0.25% | |
| FOX | B | 0.04% | 0.07% | 0.04% | |
| FOXA | C | 0.07% | 0.07% | 0.07% | |
| JPM | B | 5.41% | 5.48% | 5.41% | |
| K | A | 0.26% | 0.29% | 0.26% | |
| LDOS | D | 0.24% | 0.24% | 0.24% | |
| LEN | C | 0.47% | 0.28% | 0.28% | |
| LEN | C | 0.02% | 0.28% | 0.02% | |
| LMT | D | 0.84% | 1.37% | 0.84% | |
| MMM | D | 0.62% | 1.21% | 0.62% | |
| MO | A | 1.16% | 1.19% | 1.16% | |
| MSI | C | 0.63% | 1.0% | 0.63% | |
| NI | A | 0.28% | 0.09% | 0.09% | |
| NTAP | C | 0.21% | 0.31% | 0.21% | |
| NVR | D | 0.31% | 0.23% | 0.23% | |
| PHM | C | 0.31% | 0.31% | 0.31% | |
| PKG | B | 0.31% | 0.16% | 0.16% | |
| PM | B | 2.49% | 2.93% | 2.49% | |
| SW | B | 0.42% | 0.22% | 0.22% | |
| SYF | A | 0.24% | 0.22% | 0.22% | |
| TJX | A | 0.65% | 1.09% | 0.65% | |
| TT | B | 0.67% | 1.13% | 0.67% | |
| UTHR | C | 0.06% | 0.15% | 0.06% | |
| VRTX | D | 0.23% | 0.95% | 0.23% | |
| WAB | B | 0.37% | 0.33% | 0.33% |
REVS Overweight 266 Positions Relative to MTUM
| Symbol | Grade | Weight | |
|---|---|---|---|
| JNJ | D | 4.62% | |
| CSCO | A | 3.43% | |
| XOM | C | 3.14% | |
| BAC | A | 2.95% | |
| WFC | A | 2.44% | |
| CAT | B | 1.74% | |
| CVX | B | 1.61% | |
| BMY | B | 1.45% | |
| DIS | B | 1.41% | |
| BLK | C | 1.4% | |
| MDT | D | 1.34% | |
| T | A | 1.09% | |
| CMCSA | C | 1.09% | |
| EQIX | A | 1.08% | |
| UPS | C | 1.05% | |
| CI | D | 1.03% | |
| MMC | A | 0.88% | |
| UNP | C | 0.8% | |
| CME | A | 0.78% | |
| PCG | B | 0.76% | |
| CSX | B | 0.73% | |
| FDX | B | 0.7% | |
| CRM | B | 0.68% | |
| TGT | F | 0.67% | |
| EXC | D | 0.65% | |
| ABBV | D | 0.65% | |
| XEL | A | 0.65% | |
| PCAR | B | 0.62% | |
| HCA | F | 0.6% | |
| MCK | C | 0.58% | |
| SPG | C | 0.57% | |
| CMI | A | 0.54% | |
| ETR | B | 0.54% | |
| NUE | D | 0.5% | |
| KR | A | 0.46% | |
| DAL | B | 0.45% | |
| MET | A | 0.45% | |
| EOG | C | 0.45% | |
| OTIS | C | 0.44% | |
| GIS | D | 0.43% | |
| HPE | B | 0.42% | |
| DTE | C | 0.42% | |
| GILD | B | 0.41% | |
| PRU | A | 0.41% | |
| ROST | C | 0.41% | |
| AEE | A | 0.41% | |
| PPG | D | 0.4% | |
| CSGP | C | 0.4% | |
| HPQ | B | 0.4% | |
| CNC | F | 0.39% | |
| HLT | A | 0.36% | |
| UAL | B | 0.34% | |
| KMB | C | 0.33% | |
| KHC | D | 0.33% | |
| PSX | C | 0.32% | |
| MPC | F | 0.32% | |
| ZM | B | 0.31% | |
| ADM | F | 0.31% | |
| MTD | F | 0.31% | |
| PAYX | B | 0.31% | |
| CCL | B | 0.3% | |
| STLD | B | 0.3% | |
| EA | C | 0.3% | |
| SBAC | D | 0.3% | |
| LYB | F | 0.3% | |
| FTV | B | 0.29% | |
| WY | D | 0.29% | |
| WTW | B | 0.29% | |
| RJF | A | 0.28% | |
| STT | A | 0.27% | |
| GPN | C | 0.27% | |
| REGN | F | 0.27% | |
| INVH | D | 0.27% | |
| VLO | C | 0.26% | |
| FCNCA | B | 0.25% | |
| RS | B | 0.25% | |
| TROW | A | 0.24% | |
| EVRG | A | 0.24% | |
| GEN | A | 0.23% | |
| ARE | D | 0.23% | |
| CF | B | 0.23% | |
| HOLX | D | 0.22% | |
| BAX | F | 0.21% | |
| BLDR | C | 0.21% | |
| FFIV | A | 0.21% | |
| VRSN | F | 0.21% | |
| TWLO | B | 0.2% | |
| SWKS | F | 0.2% | |
| CVNA | B | 0.2% | |
| FANG | F | 0.2% | |
| OXY | F | 0.2% | |
| CBOE | B | 0.2% | |
| SNA | A | 0.2% | |
| RPM | A | 0.19% | |
| VTRS | B | 0.19% | |
| NTNX | B | 0.18% | |
| EPAM | C | 0.18% | |
| OC | B | 0.18% | |
| TOL | A | 0.18% | |
| THC | D | 0.18% | |
| MAS | C | 0.18% | |
| AVTR | F | 0.17% | |
| SSNC | A | 0.17% | |
| GLPI | B | 0.17% | |
| JNPR | F | 0.17% | |
| AMAT | F | 0.17% | |
| HST | C | 0.16% | |
| FTNT | C | 0.16% | |
| ACM | A | 0.16% | |
| AES | F | 0.16% | |
| QCOM | F | 0.16% | |
| WPC | D | 0.16% | |
| AMH | C | 0.16% | |
| BG | F | 0.15% | |
| TPR | A | 0.15% | |
| CW | B | 0.15% | |
| CAH | B | 0.15% | |
| EXPD | C | 0.15% | |
| CAG | D | 0.15% | |
| CIEN | B | 0.14% | |
| RGA | A | 0.14% | |
| L | B | 0.14% | |
| SWK | D | 0.14% | |
| BKNG | B | 0.13% | |
| TAP | C | 0.13% | |
| EG | C | 0.13% | |
| RPRX | D | 0.13% | |
| AMGN | D | 0.13% | |
| SNX | C | 0.13% | |
| EWBC | B | 0.13% | |
| CTRA | B | 0.12% | |
| BRX | A | 0.12% | |
| BRBR | B | 0.12% | |
| ARMK | A | 0.12% | |
| BLD | C | 0.12% | |
| SOLV | C | 0.12% | |
| UNM | A | 0.12% | |
| SF | B | 0.11% | |
| CACI | D | 0.11% | |
| AIZ | B | 0.11% | |
| WSM | B | 0.11% | |
| AYI | B | 0.11% | |
| ALSN | B | 0.11% | |
| JLL | B | 0.11% | |
| INGR | B | 0.11% | |
| MOS | F | 0.11% | |
| ADP | B | 0.1% | |
| WCC | B | 0.1% | |
| OKTA | C | 0.1% | |
| DCI | A | 0.1% | |
| RL | B | 0.1% | |
| ACI | C | 0.1% | |
| BILL | A | 0.1% | |
| FHN | B | 0.1% | |
| WYNN | D | 0.1% | |
| MGM | F | 0.1% | |
| NNN | D | 0.1% | |
| COKE | C | 0.09% | |
| STAG | D | 0.09% | |
| UGI | A | 0.09% | |
| SKX | D | 0.09% | |
| FLS | A | 0.09% | |
| LECO | C | 0.09% | |
| BIIB | F | 0.09% | |
| GL | C | 0.09% | |
| QRVO | F | 0.09% | |
| JAZZ | B | 0.09% | |
| AOS | D | 0.09% | |
| MRO | B | 0.09% | |
| MIDD | B | 0.08% | |
| WH | A | 0.08% | |
| WTFC | B | 0.08% | |
| ZION | B | 0.08% | |
| CRUS | F | 0.08% | |
| KEX | B | 0.08% | |
| MHK | D | 0.08% | |
| G | B | 0.08% | |
| CE | F | 0.08% | |
| THO | B | 0.07% | |
| SAIC | F | 0.07% | |
| OLN | F | 0.07% | |
| MSA | C | 0.07% | |
| SON | D | 0.07% | |
| FTI | A | 0.07% | |
| CRBG | B | 0.07% | |
| R | B | 0.07% | |
| SEIC | A | 0.07% | |
| HRB | D | 0.07% | |
| ESAB | B | 0.07% | |
| NWSA | B | 0.07% | |
| NYT | C | 0.06% | |
| OLED | F | 0.06% | |
| BEN | C | 0.06% | |
| AZO | C | 0.06% | |
| RYN | C | 0.06% | |
| CROX | F | 0.06% | |
| COLB | B | 0.06% | |
| MTG | B | 0.06% | |
| GNRC | B | 0.06% | |
| KRC | C | 0.06% | |
| WLK | D | 0.06% | |
| LEA | F | 0.06% | |
| PVH | C | 0.06% | |
| AXS | A | 0.06% | |
| DBX | C | 0.06% | |
| BMRN | F | 0.05% | |
| MRNA | F | 0.05% | |
| PRGO | C | 0.05% | |
| OGN | F | 0.05% | |
| GTES | A | 0.05% | |
| XRAY | F | 0.05% | |
| M | D | 0.05% | |
| OZK | B | 0.05% | |
| SLM | B | 0.05% | |
| ROKU | D | 0.05% | |
| NEU | C | 0.05% | |
| GAP | C | 0.05% | |
| CLF | F | 0.05% | |
| MTCH | F | 0.05% | |
| JHG | A | 0.05% | |
| ASH | F | 0.05% | |
| AMG | B | 0.05% | |
| LNC | B | 0.05% | |
| XP | F | 0.05% | |
| ALGM | D | 0.04% | |
| CWEN | C | 0.04% | |
| DINO | F | 0.04% | |
| PK | B | 0.04% | |
| INCY | C | 0.04% | |
| EEFT | B | 0.04% | |
| TNL | A | 0.04% | |
| SIRI | C | 0.04% | |
| SMG | C | 0.04% | |
| HIW | D | 0.04% | |
| EPR | D | 0.04% | |
| AMKR | F | 0.04% | |
| SAM | C | 0.03% | |
| WU | D | 0.03% | |
| VIRT | B | 0.03% | |
| PINC | B | 0.03% | |
| PSTG | D | 0.03% | |
| AZTA | D | 0.03% | |
| COLM | A | 0.03% | |
| LPX | B | 0.03% | |
| CNM | D | 0.03% | |
| EXP | B | 0.03% | |
| CWEN | C | 0.02% | |
| DDS | B | 0.02% | |
| REYN | D | 0.02% | |
| ROIV | B | 0.02% | |
| CRI | F | 0.02% | |
| TER | F | 0.02% | |
| CIVI | D | 0.02% | |
| EXAS | F | 0.02% | |
| PPC | C | 0.02% | |
| NWS | B | 0.02% | |
| ADTN | B | 0.02% | |
| INFA | D | 0.02% | |
| BR | A | 0.02% | |
| EXEL | A | 0.01% | |
| SEB | F | 0.01% | |
| CNA | B | 0.01% | |
| PATH | C | 0.01% | |
| LSCC | D | 0.01% | |
| IONS | F | 0.0% | |
| PLTK | B | 0.0% |
REVS Underweight 87 Positions Relative to MTUM
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -5.34% | |
| WMT | B | -4.93% | |
| AVGO | D | -4.72% | |
| LLY | F | -3.82% | |
| COST | B | -3.63% | |
| GE | D | -2.96% | |
| KO | D | -2.71% | |
| NEE | D | -2.24% | |
| RTX | D | -2.19% | |
| GS | B | -2.0% | |
| PGR | A | -1.88% | |
| TXN | D | -1.86% | |
| ISRG | C | -1.54% | |
| AXP | A | -1.53% | |
| KKR | B | -1.3% | |
| BSX | C | -1.25% | |
| ANET | C | -1.17% | |
| SO | D | -1.15% | |
| CEG | D | -1.12% | |
| PLTR | B | -1.02% | |
| APH | B | -0.97% | |
| FI | A | -0.9% | |
| CB | D | -0.9% | |
| MSTR | C | -0.89% | |
| DUK | C | -0.88% | |
| WELL | C | -0.84% | |
| VST | B | -0.82% | |
| KLAC | F | -0.8% | |
| NEM | F | -0.79% | |
| AFL | B | -0.78% | |
| APP | B | -0.74% | |
| HWM | B | -0.73% | |
| ICE | D | -0.72% | |
| TDG | D | -0.7% | |
| MCO | A | -0.7% | |
| VRT | B | -0.63% | |
| WMB | B | -0.63% | |
| TRGP | B | -0.61% | |
| FICO | B | -0.6% | |
| AJG | A | -0.59% | |
| PEG | A | -0.5% | |
| IRM | C | -0.48% | |
| HIG | B | -0.46% | |
| PWR | A | -0.43% | |
| GRMN | A | -0.42% | |
| AEP | D | -0.4% | |
| DFS | B | -0.38% | |
| RSG | A | -0.36% | |
| ACGL | D | -0.35% | |
| CBRE | B | -0.34% | |
| GDDY | B | -0.34% | |
| TPL | B | -0.33% | |
| AXON | B | -0.32% | |
| VTR | D | -0.31% | |
| VLTO | C | -0.31% | |
| KDP | D | -0.3% | |
| AVB | B | -0.29% | |
| RMD | C | -0.29% | |
| NDAQ | A | -0.28% | |
| NRG | C | -0.27% | |
| BRO | B | -0.27% | |
| MPWR | F | -0.24% | |
| LII | A | -0.24% | |
| TYL | A | -0.23% | |
| DOV | A | -0.22% | |
| EQR | B | -0.17% | |
| IFF | D | -0.16% | |
| HEI | B | -0.16% | |
| ESS | B | -0.15% | |
| IP | B | -0.15% | |
| HOOD | B | -0.15% | |
| ERIE | D | -0.13% | |
| HEI | B | -0.12% | |
| MAA | B | -0.12% | |
| UHS | D | -0.11% | |
| CFG | B | -0.11% | |
| DGX | B | -0.09% | |
| FNF | B | -0.08% | |
| AMCR | D | -0.08% | |
| DOC | C | -0.08% | |
| CPT | B | -0.07% | |
| DVA | B | -0.07% | |
| CHRW | C | -0.06% | |
| ALLY | C | -0.06% | |
| UDR | B | -0.05% | |
| LNT | A | -0.05% | |
| EQH | B | -0.03% |
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
Software - Application
Specialty Retail
Apparel Manufacturing
MTUM: Top Represented Industries & Keywords
Industries:
REIT - Residential
Utilities - Regulated Electric
Aerospace & Defense
Packaging & Containers
Residential Construction
Semiconductors
Biotechnology
Business Services
Credit Services
Diversified Industrials
Insurance - Diversified
Insurance - Property & Casualty
Insurance Brokers
REIT - Healthcare Facilities
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
Asset Management
Banks - Global
Banks - Regional - US
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