EVTR vs RECS

Comparison between EATON VANCE TOTAL RETURN BOND ETF (EVTR, ETF) and COLUMBIA RESEARCH ENHANCED CORE ETF (RECS, ETF).

EVTR vs RECS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVTR(ETF)	RECS(ETF)
Net Assets	$5.70B	$5.80B
Expense Ratio	0.32%	0.15%
Max Drawdown	5.57%	34.72%
Sharpe Ratio	-0.27	1.14
5Y Beta	0.05	0.92
P/E Ratio	N/A	25.02
Forward P/E	N/A	17.86
5Y Dividends CAGR	N/A	17.36%
5Y EPS CAGR	N/A	34.18%
Debt to Equity	N/A	33.93%
P/S Ratio	N/A	2.63
P/B Ratio	N/A	4.91

Net Assets

EVTR

$5.70B

Winner

RECS

$5.80B

Expense Ratio

EVTR

0.32%

Winner

RECS

0.15%

Max Drawdown

Winner

EVTR

5.57%

RECS

34.72%

Sharpe Ratio

EVTR

-0.27

Winner

RECS

1.14

5Y Beta

Winner

EVTR

0.05

RECS

0.92

P/E Ratio

EVTR

N/A

RECS

25.02

Forward P/E

EVTR

N/A

RECS

17.86

5Y Dividends CAGR

EVTR

N/A

RECS

17.36%

5Y EPS CAGR

EVTR

N/A

RECS

34.18%

Debt to Equity

EVTR

N/A

RECS

33.93%

P/S Ratio

EVTR

N/A

RECS

2.63

P/B Ratio

EVTR

N/A

RECS

4.91

EVTR vs RECS - Holdings Comparison

EVTR and RECS have 1 common holdings. Overlap is -0.44%

EVTR's top 25 holdings weight is 43.51%. RECS's top 25 holdings weight is 52.62%.

Rank	EVTR	RECS
#1	UNITED STATES TREASURY NOTES 1.375% (n/a) - 5.85%	NVIDIA CORP (NVDA) - 12.31%
#2	UNITED STATES TREASURY NOTES 3.875% (n/a) - 4.77%	APPLE INC (AAPL) - 10.87%
#3	UNITED STATES TREASURY NOTES 1.875% (n/a) - 4.38%	META PLATFORMS INC CLASS A (META) - 4.50%
#4	UNITED STATES TREASURY BONDS 4% (n/a) - 3.50%	MASTERCARD INC CLASS A (MA) - 2.32%
#5	UNITED STATES TREASURY BONDS 4.625% (n/a) - 3.39%	MICRON TECHNOLOGY INC (MU) - 2.13%
#6	UNITED STATES TREASURY BONDS 3.875% (n/a) - 3.18%	BANK OF AMERICA CORP (BAC) - 2.11%
#7	UNITED STATES TREASURY NOTES 4.25% (n/a) - 3.12%	STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 1.79%
#8	n/a (n/a) - 1.71%	VANGUARD COMMUNICATION SERVICES ETF (VOX) - 1.76%
#9	FEDERAL NATIONAL MORTGAGE ASSOCIATION 0% (n/a) - 1.70%	TJX COMPANIES INC (TJX) - 1.50%
#10	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.46%	CHEVRON CORP (CVX) - 1.47%
#11	UNITED STATES TREASURY BONDS 2.875% (n/a) - 1.24%	CISCO SYSTEMS INC (CSCO) - 1.16%
#12	FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 1.18%	ALTRIA GROUP INC (MO) - 1.14%
#13	UNITED STATES TREASURY NOTES 0.625% (n/a) - 1.07%	CITIGROUP INC (C) - 1.14%
#14	UNITED STATES TREASURY NOTES 0.875% (n/a) - 1.04%	BRISTOL-MYERS SQUIBB CO (BMY) - 1.09%
#15	NYKREDIT REALKREDIT A/S 3.5% (n/a) - 0.96%	STARBUCKS CORP (SBUX) - 1.07%
#16	n/a (n/a) - 0.91%	CVS HEALTH CORP (CVS) - 0.96%
#17	UNITED STATES TREASURY NOTES 2.75% (n/a) - 0.80%	n/a (PLTR) - 0.95%
#18	EATON VANCE FLOATING-RATE ETF (EVLN) - 0.68%	PARKER HANNIFIN CORP (PH) - 0.95%
#19	FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 0.62%	CHARLES SCHWAB CORP (SCHW) - 0.89%
#20	FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.46%	APPLIED MATERIALS INC (AMAT) - 0.82%
#21	PNMAC GSMR ISSUER TRUST 0% (n/a) - 0.34%	ALLSTATE CORP (ALL) - 0.34%
#22	FIGRE TR 2025-HE1 0% (n/a) - 0.31%	CRH PLC (CRH) - 0.34%
#23	FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.29%	IQVIA HOLDINGS INC (IQV) - 0.34%
#24	ROMANIA (REPUBLIC OF) 3.75% (n/a) - 0.28%	FERGUSON ENTERPRISES INC (FERG) - 0.34%
#25	n/a (n/a) - 0.27%	SERVICENOW INC (NOW) - 0.33%
Total Holdings	537	319

EVTR vs RECS - Historical Returns

Returns include dividend reinvestment.

Period	EVTR	RECS
1 month	+0.06%	+1.67%
3 months	+0.36%	+4.90%
6 months	-1.38%	+9.94%
1 year	+2.97%	+18.62%
5 years(CAGR)	N/A	+13.53%
10 years(CAGR)	N/A	+10.34%
Max(CAGR)	+5.03%	+4.01%

EVTR

+0.06%

Winner

RECS

+1.67%

EVTR

+0.36%

Winner

RECS

+4.90%

EVTR

-1.38%

Winner

RECS

+9.94%

EVTR

+2.97%

Winner

RECS

+18.62%

5Y(CAGR)

EVTR

N/A

RECS

+13.53%

10Y(CAGR)

EVTR

N/A

RECS

+10.34%

Max(CAGR)

Winner

EVTR

+5.03%

RECS

+4.01%

EVTR vs RECS - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	EVTR	RECS
2026	+0.11%	+10.21%
2025	+8.06%	+19.19%
2024	+4.07%	+27.04%
2023	N/A	+23.30%
2022	N/A	-14.59%
2021	N/A	+34.98%
2020	N/A	+14.41%
2019	N/A	-0.93%
2018	N/A	+0.00%
2017	N/A	+0.00%
2016	N/A	+0.00%
2015	N/A	+0.00%
2014	N/A	+0.00%
2013	N/A	+0.00%
2012	N/A	+0.00%
2011	N/A	+0.00%
2010	N/A	+0.00%
2009	N/A	+0.00%
2008	N/A	+0.00%
2007	N/A	+0.00%
2006	N/A	+0.00%
2005	N/A	+0.00%
2004	N/A	+0.00%
2003	N/A	+0.00%
2002	N/A	+0.00%
2001	N/A	+0.00%

EVTR vs RECS Drawdown Comparison

The maximum drawdown for EVTR was -4.08%, occurring on Jan 13, 2025. Recovery took 136 trading sessions.

The maximum drawdown for RECS was -34.29%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.

The current EVTR drawdown is -1.71%. The current RECS drawdown is -1.16%.

Rank	EVTR	RECS
#1	-4.08% Sep 17, 2024 - Apr 3, 2025	-34.29% Feb 12, 2020 - Aug 12, 2020
#2	-2.86% Feb 27, 2026 - May 19, 2026	-22.08% Dec 29, 2021 - Jul 28, 2023
#3	-2.77% Mar 27, 2024 - May 15, 2024	-18.60% Feb 19, 2025 - Jun 26, 2025
#4	-2.37% Apr 3, 2025 - Jun 23, 2025	-11.78% Aug 15, 2001 - Jan 9, 2020
#5	-1.26% May 15, 2024 - Jun 4, 2024	-9.64% Jul 28, 2023 - Dec 1, 2023
#6	-0.99% Jun 30, 2025 - Jul 29, 2025	-9.58% Sep 2, 2020 - Nov 16, 2020
#7	-0.91% Oct 27, 2025 - Nov 26, 2025	-8.82% Jan 27, 2026 - Apr 17, 2026
#8	-0.89% Jun 14, 2024 - Jul 5, 2024	-7.99% Jul 16, 2024 - Aug 30, 2024
#9	-0.88% Aug 2, 2024 - Aug 20, 2024	-5.71% Sep 3, 2021 - Oct 28, 2021
#10	-0.87% Jun 6, 2024 - Jun 13, 2024	-4.84% Mar 28, 2024 - May 9, 2024
#11	-0.77% Nov 26, 2025 - Dec 30, 2025	-4.79% Oct 28, 2025 - Dec 5, 2025
#12	-0.77% Jul 17, 2024 - Jul 30, 2024	-4.59% Dec 6, 2024 - Feb 18, 2025
#13	-0.75% Sep 16, 2025 - Oct 13, 2025	-4.31% Feb 12, 2021 - Mar 11, 2021
#14	-0.54% Jan 14, 2026 - Jan 26, 2026	-4.28% Aug 30, 2024 - Sep 19, 2024
#15	-0.45% Aug 13, 2025 - Aug 22, 2025	-4.03% May 7, 2021 - Jun 10, 2021