IVOO vs RECS
Comparison between VANGUARD S&P MID-CAP 400 INDEX FUND ETF SHARES (IVOO, ETF) and COLUMBIA RESEARCH ENHANCED CORE ETF (RECS, ETF).
5-Year PerformanceRECS has outperformed IVOO, delivering a return of +13.8% compared to +9.0%
IVOO vs RECS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IVOO
$5.90B
RECS
$5.80B
Expense Ratio
Winner
IVOO
0.07%
RECS
0.15%
Max Drawdown
IVOO
42.47%
Winner
RECS
34.72%
Sharpe Ratio
Winner
IVOO
1.30
RECS
1.29
5Y Beta
IVOO
0.98
Winner
RECS
0.92
P/E Ratio
IVOO
25.68
Winner
RECS
25.50
Forward P/E
Winner
IVOO
17.23
RECS
17.51
PEG Ratio
IVOO
N/A
RECS
0.22
5Y Dividends CAGR
IVOO
8.85%
Winner
RECS
17.36%
5Y EPS CAGR
IVOO
11.10%
Winner
RECS
34.07%
Debt to Equity
IVOO
39.75%
Winner
RECS
36.44%
P/S Ratio
Winner
IVOO
1.66
RECS
2.69
P/B Ratio
Winner
IVOO
2.81
RECS
4.85
IVOO vs RECS - Holdings Comparison
IVOO and RECS have 105 common holdings. Overlap is 5.45%
IVOO's top 25 holdings weight is 16.08%. RECS's top 25 holdings weight is 52.41%.
| Rank | IVOO | RECS |
|---|---|---|
| #1 | TWILIO INC CLASS A (TWLO) - 0.86% | NVIDIA CORP (NVDA) - 11.64% |
| #2 | CARPENTER TECHNOLOGY CORP (CRS) - 0.84% | APPLE INC (AAPL) - 11.18% |
| #3 | MKS INC (MKSI) - 0.82% | META PLATFORMS INC CLASS A (META) - 4.44% |
| #4 | CURTISS-WRIGHT CORP (CW) - 0.77% | MASTERCARD INC CLASS A (MA) - 2.43% |
| #5 | NVENT ELECTRIC PLC (NVT) - 0.75% | BANK OF AMERICA CORP (BAC) - 2.08% |
| #6 | ENTEGRIS INC (ENTG) - 0.75% | MICRON TECHNOLOGY INC (MU) - 1.99% |
| #7 | ATI INC (ATI) - 0.74% | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 1.88% |
| #8 | ILLUMINA INC (ILMN) - 0.73% | VANGUARD COMMUNICATION SERVICES ETF (VOX) - 1.83% |
| #9 | TECHNIPFMC PLC (FTI) - 0.72% | TJX COMPANIES INC (TJX) - 1.59% |
| #10 | MASTEC INC (MTZ) - 0.70% | CHEVRON CORP (CVX) - 1.48% |
| #11 | STERLING INFRASTRUCTURE INC (STRL) - 0.70% | ALTRIA GROUP INC (MO) - 1.24% |
| #12 | WOODWARD INC (WWD) - 0.69% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.15% |
| #13 | EVERPURE INC CLASS A (P) - 0.68% | CITIGROUP INC (C) - 1.13% |
| #14 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.68% | CISCO SYSTEMS INC (CSCO) - 1.11% |
| #15 | XPO INC (XPO) - 0.66% | CVS HEALTH CORP (CVS) - 1.09% |
| #16 | OKTA INC CLASS A (OKTA) - 0.63% | STARBUCKS CORP (SBUX) - 1.04% |
| #17 | UNITED THERAPEUTICS CORP (UTHR) - 0.63% | PARKER HANNIFIN CORP (PH) - 0.91% |
| #18 | US FOODS HOLDING CORP (USFD) - 0.62% | CHARLES SCHWAB CORP (SCHW) - 0.89% |
| #19 | RB GLOBAL INC (RBA) - 0.59% | AUTOMATIC DATA PROCESSING INC (ADP) - 0.82% |
| #20 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.57% | APPLIED MATERIALS INC (AMAT) - 0.79% |
| #21 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.39% | FERGUSON ENTERPRISES INC (FERG) - 0.35% |
| #22 | RPM INTERNATIONAL INC (RPM) - 0.39% | ALLSTATE CORP (ALL) - 0.35% |
| #23 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.39% | IQVIA HOLDINGS INC (IQV) - 0.34% |
| #24 | JONES LANG LASALLE INC (JLL) - 0.39% | ELECTRONIC ARTS INC (n/a) - 0.33% |
| #25 | RAMBUS INC (RMBS) - 0.39% | EXPEDIA GROUP INC (EXPE) - 0.33% |
| Total Holdings | 366 | 320 |
IVOO vs RECS - Historical Returns
Returns include dividend reinvestment.
1M
IVOO
+3.09%
Winner
RECS
+3.85%
3M
IVOO
+5.87%
Winner
RECS
+6.36%
6M
IVOO
+8.99%
Winner
RECS
+9.45%
1Y
Winner
IVOO
+26.03%
RECS
+20.39%
5Y(CAGR)
IVOO
+8.99%
Winner
RECS
+13.83%
10Y(CAGR)
Winner
IVOO
+11.16%
RECS
+10.37%
Max(CAGR)
Winner
IVOO
+12.40%
RECS
+4.03%
IVOO vs RECS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IVOO | RECS |
|---|---|---|
| 2026 | +16.86% | +10.57% |
| 2025 | +7.63% | +19.19% |
| 2024 | +14.16% | +27.04% |
| 2023 | +16.94% | +23.30% |
| 2022 | -13.44% | -14.59% |
| 2021 | +26.61% | +34.98% |
| 2020 | +13.41% | +14.41% |
| 2019 | +26.49% | -0.93% |
| 2018 | -12.13% | +0.00% |
| 2017 | +15.53% | +0.00% |
| 2016 | +22.10% | +0.00% |
| 2015 | -2.14% | +0.00% |
| 2014 | +10.55% | +0.00% |
| 2013 | +30.06% | +0.00% |
| 2012 | +16.54% | +0.00% |
| 2011 | -3.77% | +0.00% |
| 2010 | +20.66% | +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% |
IVOO vs RECS Drawdown Comparison
The maximum drawdown for IVOO was -42.34%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for RECS was -34.29%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
| Rank | IVOO | RECS |
|---|---|---|
| #1 | -42.34% Feb 20, 2020 - Nov 9, 2020 | -34.29% Feb 12, 2020 - Aug 12, 2020 |
| #2 | -26.27% Apr 29, 2011 - Mar 19, 2012 | -22.08% Dec 29, 2021 - Jul 28, 2023 |
| #3 | -24.22% Nov 25, 2024 - Dec 10, 2025 | -18.60% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -23.80% Nov 16, 2021 - Feb 12, 2024 | -11.78% Aug 15, 2001 - Jan 9, 2020 |
| #5 | -23.22% Aug 29, 2018 - Nov 25, 2019 | -9.64% Jul 28, 2023 - Dec 1, 2023 |
| #6 | -19.34% Jun 23, 2015 - Jul 11, 2016 | -9.58% Sep 2, 2020 - Nov 16, 2020 |
| #7 | -11.38% Mar 26, 2012 - Sep 6, 2012 | -8.82% Jan 27, 2026 - Apr 17, 2026 |
| #8 | -10.54% Jul 1, 2014 - Nov 20, 2014 | -7.99% Jul 16, 2024 - Aug 30, 2024 |
| #9 | -9.67% Jan 26, 2018 - Jun 6, 2018 | -5.71% Sep 3, 2021 - Oct 28, 2021 |
| #10 | -8.81% Mar 2, 2026 - Apr 17, 2026 | -4.84% Mar 28, 2024 - May 9, 2024 |
| #11 | -7.98% Jul 16, 2024 - Sep 19, 2024 | -4.79% Oct 28, 2025 - Dec 5, 2025 |
| #12 | -7.62% Sep 14, 2012 - Dec 18, 2012 | -4.59% Dec 6, 2024 - Feb 18, 2025 |
| #13 | -7.19% Mar 28, 2024 - Jul 15, 2024 | -4.31% Feb 12, 2021 - Mar 11, 2021 |
| #14 | -7.11% May 21, 2013 - Jul 11, 2013 | -4.28% Aug 30, 2024 - Sep 19, 2024 |
| #15 | -6.92% May 7, 2021 - Aug 27, 2021 | -4.03% May 7, 2021 - Jun 10, 2021 |
Correlation
Correlation between IVOO and RECS is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2010 - 2026)
IVOO vs RECS dividend yield comparison.
| Year | IVOO | RECS |
|---|---|---|
| 2026 | 0.53% | 0.00% |
| 2025 | 1.35% | 1.11% |
| 2024 | 1.30% | 1.09% |
| 2023 | 1.25% | 1.00% |
| 2022 | 1.58% | 1.41% |
| 2021 | 1.14% | 20.64% |
| 2020 | 1.23% | 1.09% |
| 2019 | 1.49% | 0.49% |
| 2018 | 1.56% | 0.00% |
| 2017 | 1.22% | 0.00% |
| 2016 | 1.37% | 0.00% |
| 2015 | 1.45% | 0.00% |
| 2014 | 1.26% | 0.00% |
| 2013 | 0.92% | 0.00% |
| 2012 | 1.07% | 0.00% |
| 2011 | 0.81% | 0.00% |
| 2010 | 0.60% | 0.00% |
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