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 +14.5% compared to +8.4%
IVOO vs RECS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVOO
$5.40B
RECS
$5.40B
Expense Ratio
Winner
IVOO
0.07%
RECS
0.15%
Max Drawdown
IVOO
42.47%
Winner
RECS
34.72%
Sharpe Ratio
IVOO
1.30
Winner
RECS
1.83
5Y Beta
IVOO
0.99
Winner
RECS
0.94
P/E Ratio
IVOO
24.85
Winner
RECS
22.86
Forward P/E
Winner
IVOO
16.57
RECS
16.72
5Y Dividends CAGR
Winner
IVOO
17.68%
RECS
17.36%
5Y EPS CAGR
IVOO
12.86%
Winner
RECS
23.73%
Debt to Equity
IVOO
37.55%
Winner
RECS
18.41%
P/S Ratio
Winner
IVOO
1.58
RECS
1.82
P/B Ratio
Winner
IVOO
2.70
RECS
3.88
IVOO vs RECS - Holdings Comparison
IVOO and RECS have 117 common holdings. Overlap is 6.02%
IVOO's top 25 holdings weight is 15.92%. RECS's top 25 holdings weight is 55.25%.
| Rank | IVOO | RECS |
|---|---|---|
| #1 | TECHNIPFMC PLC (FTI) - 0.87% | APPLE INC (AAPL) - 8.86% |
| #2 | CASEY'S GENERAL STORES INC (CASY) - 0.84% | NVIDIA CORP (NVDA) - 8.50% |
| #3 | UNITED THERAPEUTICS CORP (UTHR) - 0.80% | MICROSOFT CORP (MSFT) - 6.68% |
| #4 | CURTISS-WRIGHT CORP (CW) - 0.78% | ALPHABET INC CLASS C (GOOG) - 3.22% |
| #5 | FLEX LTD (FLEX) - 0.75% | META PLATFORMS INC CLASS A (META) - 2.88% |
| #6 | XPO INC (XPO) - 0.71% | PROCTER & GAMBLE CO (PG) - 2.47% |
| #7 | WOODWARD INC (WWD) - 0.66% | WELLS FARGO & CO (WFC) - 1.99% |
| #8 | ROYAL GOLD INC (RGLD) - 0.64% | ALPHABET INC CLASS A (GOOGL) - 1.88% |
| #9 | BURLINGTON STORES INC (BURL) - 0.63% | EXXON MOBIL CORP (XOM) - 1.81% |
| #10 | US FOODS HOLDING CORP (USFD) - 0.63% | BOOKING HOLDINGS INC (BKNG) - 1.75% |
| #11 | ATI INC (ATI) - 0.62% | CITIGROUP INC (C) - 1.41% |
| #12 | CARPENTER TECHNOLOGY CORP (CRS) - 0.61% | MORGAN STANLEY (MS) - 1.39% |
| #13 | MASTEC INC (MTZ) - 0.61% | PFIZER INC (PFE) - 1.19% |
| #14 | TWILIO INC CLASS A (TWLO) - 0.59% | CHARLES SCHWAB CORP (SCHW) - 1.19% |
| #15 | ILLUMINA INC (ILMN) - 0.59% | UBER TECHNOLOGIES INC (UBER) - 1.00% |
| #16 | NVENT ELECTRIC PLC (NVT) - 0.59% | CHEVRON CORP (CVX) - 0.99% |
| #17 | EVERPURE INC CLASS A (P) - 0.58% | S&P GLOBAL INC (SPGI) - 0.97% |
| #18 | FABRINET (FN) - 0.58% | GENERAL MOTORS CO (GM) - 0.95% |
| #19 | BWX TECHNOLOGIES INC (BWXT) - 0.58% | UNION PACIFIC CORP (UNP) - 0.93% |
| #20 | NEXTPOWER INC CLASS A (NXT) - 0.56% | BRISTOL-MYERS SQUIBB CO (BMY) - 0.92% |
| #21 | ENTEGRIS INC (ENTG) - 0.56% | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 0.88% |
| #22 | RB GLOBAL INC (RBA) - 0.55% | MCKESSON CORP (MCK) - 0.88% |
| #23 | ALCOA CORP (AA) - 0.54% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.86% |
| #24 | RBC BEARINGS INC (RBC) - 0.53% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #25 | TENET HEALTHCARE CORP (THC) - 0.52% | CVS HEALTH CORP (CVS) - 0.79% |
| Total Holdings | 404 | 369 |
IVOO vs RECS - Historical Returns
Returns include dividend reinvestment.
1M
IVOO
+2.90%
Winner
RECS
+4.57%
3M
IVOO
+4.08%
Winner
RECS
+5.14%
6M
Winner
IVOO
+12.63%
RECS
+4.51%
1Y
IVOO
+21.77%
Winner
RECS
+24.78%
5Y(CAGR)
IVOO
+8.44%
Winner
RECS
+14.50%
10Y(CAGR)
Winner
IVOO
+11.31%
RECS
+9.68%
Max(CAGR)
Winner
IVOO
+12.15%
RECS
+3.81%
IVOO vs RECS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IVOO | RECS |
|---|---|---|
| 2026 | +9.79% | +3.91% |
| 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.
The current IVOO drawdown is -1.80%. The current RECS drawdown is -0.35%.
| 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 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2010 - 2026)
IVOO vs RECS dividend yield comparison.
| Year | IVOO | RECS |
|---|---|---|
| 2026 | 0.28% | 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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