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ETFs

Columbia Research Enhanced Core ETF

RECS
$—
Today’s Change
— (—)

Snapshot
*

Inception Date
Sep 25, 2019
Expense Ratio
0.15%
Type
US Equities
Fund Owner
Columbia Management
Volume (1m avg. daily)
$3,251,023
AUM
$237,983,783
Associated Index
Beta Advantage Research Enhanced U.S. Equity Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

AAPL
Apple Inc
9.68%
MSFT
Microsoft Corporation
8.52%
GOOGL
Alphabet Inc - Ordinary Shares - Class A
2.95%
GOOG
Alphabet Inc - Ordinary Shares - Class C
2.54%
JPM
JPMorgan Chase & Co.
2.45%
JNJ
Johnson & Johnson
2.45%
META
Meta Platforms Inc - Ordinary Shares - Class A
2.4%
V
Visa Inc - Ordinary Shares - Class A
2.2%
XOM
Exxon Mobil Corp.
1.72%
PG
Procter & Gamble Co.
1.65%
Invest with RECS
Trade RECS Options

What is RECS?

Columbia Research Enhanced Core ETF (the Fund) seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage Research Enhanced U.S. Equity Index (the Index). The Beta Advantage Research Enhanced U.S. Equity Index (the Index) aims to achieve stronger total return than the Russell 1000 Index through a rules-based strategic beta approach. The Index methodology leverages the results of Columbia Threadneedle Investments proprietary equity quantitative investment models to rate each company2 within the Russell 1000 Index based on quality, value and catalyst factors, and selects securities that are favorably rated. It is market cap-weighted and sector-neutral to the Russell 1000 Index.

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www.composer.trade

RECS
Performance Measures**

for the time period Sep 25, 2019 to Dec 4, 2025

Returns

1M Trailing Return: 2.0%

The percent change in the value over the most recent 1-month period.

3M Trailing Return: 5.4%

The percent change in the value over the most recent 3-month period.

Measures of Risk or Volatility

Max Drawdown: -34.3%

The greatest percent loss from peak to trough in value over the time period.

Standard Deviation: 20.0%

The typical amount that daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

Measures of Risk-Adjusted Performance

Sharpe Ratio: 0.89

The annualized arithmetic mean of the daily returns divided by the annualized standard deviation of the daily returns for the selected time period.

Calmar Ratio: 0.50

The annualized return divided by the max drawdown for the selected time period.

ETFs related toRECS

ETFs correlated to RECS include DECZ, GSLC, SPUU

RECS
Columbia ETF Trust I - Columbia Research Enhanced Core ETF
DECZ
Listed Funds Trust - TrueShares Structured Outcome (December) ETF
GSLC
Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
SPUU
Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 2X Shares
EFIV
SPDR Series Trust - SPDR S&P 500 ESG ETF
LCTU
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
UPRO
ProShares Trust - ProShares UltraPro S&P 500 ETF 3x Shares
VOO
Vanguard Group, Inc. - Vanguard S&P 500 ETF
DFAU
Dimensional ETF Trust - Dimensional US Core Equity Market ETF
DFUS
Dimensional ETF Trust - Dimensional U.S. Equity ETF
PBUS
Invesco Capital Management LLC - Invesco MSCI USA ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

FAQ

RECS is a US Equities ETF. Columbia Research Enhanced Core ETF (the Fund) seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage Research Enhanced U.S. Equity Index (the Index). The Beta Advantage Research Enhanced U.S. Equity Index (the Index) aims to achieve stronger total return than the Russell 1000 Index through a rules-based strategic beta approach. The Index methodology leverages the results of Columbia Threadneedle Investments proprietary equity quantitative investment models to rate each company2 within the Russell 1000 Index based on quality, value and catalyst factors, and selects securities that are favorably rated. It is market cap-weighted and sector-neutral to the Russell 1000 Index.

RECS tracks the Beta Advantage Research Enhanced U.S. Equity Index.

No, RECS is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, RECS is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on RECS is -0.0037%. This is the percent change in the value of RECS over the most recent 1-month period. The 3-month return on RECS is 0.0098%. This is the percent change in the value of RECS over the most recent 3-month period.

The standard deviation of RECS for the past year is 0.1723%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to RECS include SPHQ, DSI, and QUAL.

ETFs correlated to RECS include DECZ, GSLC, and SPUU.

ETFs that are inversely correlated to RECS include SH, SPDN, and SPXS.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.