RECS vs DFIS

Comparison between COLUMBIA RESEARCH ENHANCED CORE ETF (RECS, ETF) and DIMENSIONAL INTERNATIONAL SMALL CAP ETF (DFIS, ETF).

RECS vs DFIS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RECS(ETF)	DFIS(ETF)
Net Assets	$5.80B	$5.80B
Expense Ratio	0.15%	0.39%
Max Drawdown	34.72%	27.80%
Sharpe Ratio	1.39	1.15
5Y Beta	0.93	0.68
P/E Ratio	26.83	N/A
Forward P/E	17.57	N/A
5Y Dividends CAGR	17.36%	N/A
5Y EPS CAGR	32.68%	N/A
Debt to Equity	35.12%	N/A
P/S Ratio	2.56	N/A
P/B Ratio	4.90	N/A

Net Assets

RECS

$5.80B

DFIS

$5.80B

Expense Ratio

Winner

RECS

0.15%

DFIS

0.39%

Max Drawdown

RECS

34.72%

Winner

DFIS

27.80%

Sharpe Ratio

Winner

RECS

1.39

DFIS

1.15

5Y Beta

RECS

0.93

Winner

DFIS

0.68

P/E Ratio

RECS

26.83

DFIS

N/A

Forward P/E

RECS

17.57

DFIS

N/A

5Y Dividends CAGR

RECS

17.36%

DFIS

N/A

5Y EPS CAGR

RECS

32.68%

DFIS

N/A

Debt to Equity

RECS

35.12%

DFIS

N/A

P/S Ratio

RECS

2.56

DFIS

N/A

P/B Ratio

RECS

4.90

DFIS

N/A

RECS vs DFIS - Holdings Comparison

RECS and DFIS have 1 common holdings. Overlap is 0.00%

RECS's top 25 holdings weight is 52.08%. DFIS's top 25 holdings weight is 7.78%.

Rank	RECS	DFIS
#1	APPLE INC (AAPL) - 11.56%	S&P 500 EMINI FUT SEP25 (n/a) - 0.48%
#2	NVIDIA CORP (NVDA) - 11.19%	BAWAG GROUP AG ORDINARY SHARES (n/a) - 0.40%
#3	META PLATFORMS INC CLASS A (META) - 4.93%	WHITECAP RESOURCES INC (n/a) - 0.38%
#4	MASTERCARD INC CLASS A (MA) - 2.28%	BELIMO HOLDING AG (n/a) - 0.38%
#5	MICRON TECHNOLOGY INC (MU) - 2.27%	TEMENOS AG (n/a) - 0.38%
#6	BANK OF AMERICA CORP (BAC) - 2.02%	ORION OYJ CLASS B (n/a) - 0.37%
#7	VANGUARD COMMUNICATION SERVICES ETF (VOX) - 1.62%	PSP SWISS PROPERTY AG (n/a) - 0.33%
#8	TJX COMPANIES INC (TJX) - 1.57%	SPIE SA (n/a) - 0.30%
#9	STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 1.40%	CANADIAN TIRE CORP LTD (n/a) - 0.29%
#10	CHEVRON CORP (CVX) - 1.35%	KESKO OYJ CLASS B (n/a) - 0.29%
#11	ALTRIA GROUP INC (MO) - 1.34%	UNIPOL ASSICURAZIONI SPA (n/a) - 0.29%
#12	CITIGROUP INC (C) - 1.20%	BE SEMICONDUCTOR INDUSTRIES NV (n/a) - 0.29%
#13	CVS HEALTH CORP (CVS) - 1.09%	LEG IMMOBILIEN SE (n/a) - 0.29%
#14	CISCO SYSTEMS INC (CSCO) - 1.08%	GAMES WORKSHOP GROUP PLC (n/a) - 0.29%
#15	STARBUCKS CORP (SBUX) - 1.06%	BELLWAY PLC (n/a) - 0.29%
#16	BRISTOL-MYERS SQUIBB CO (BMY) - 1.03%	GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.29%
#17	PARKER HANNIFIN CORP (PH) - 0.88%	QIAGEN NV (QGEN) - 0.28%
#18	CHARLES SCHWAB CORP (SCHW) - 0.86%	FINNING INTERNATIONAL INC (n/a) - 0.28%
#19	APPLIED MATERIALS INC (AMAT) - 0.86%	THYSSENKRUPP AG (n/a) - 0.28%
#20	FIDELITY MSCI COMMUNICATION SERVICESETF (FCOM) - 0.84%	CAPITAL POWER CORP (n/a) - 0.28%
#21	THE KROGER CO (KR) - 0.35%	REXEL SA (n/a) - 0.27%
#22	ALLSTATE CORP (ALL) - 0.34%	SWISSQUOTE GROUP HOLDING SA (n/a) - 0.27%
#23	ELECTRONIC ARTS INC (EA) - 0.32%	n/a (n/a) - 0.26%
#24	TRUIST FINANCIAL CORP (TFC) - 0.32%	HISCOX LTD (n/a) - 0.26%
#25	VALERO ENERGY CORP (VLO) - 0.32%	ELISA OYJ CLASS A (n/a) - 0.26%
Total Holdings	321	3023

RECS vs DFIS - Historical Returns

Returns include dividend reinvestment.

Period	RECS	DFIS
1 month	+1.96%	-1.57%
3 months	+7.46%	-0.03%
6 months	+8.35%	+4.72%
1 year	+21.21%	+21.64%
5 years(CAGR)	+14.13%	+10.92%
10 years(CAGR)	+10.21%	N/A
Max(CAGR)	+3.98%	+10.92%

Winner

RECS

+1.96%

DFIS

-1.57%

Winner

RECS

+7.46%

DFIS

-0.03%

Winner

RECS

+8.35%

DFIS

+4.72%

RECS

+21.21%

Winner

DFIS

+21.64%

5Y(CAGR)

Winner

RECS

+14.13%

DFIS

+10.92%

10Y(CAGR)

RECS

+10.21%

DFIS

N/A

Max(CAGR)

RECS

+3.98%

Winner

DFIS

+10.92%

RECS vs DFIS - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	RECS	DFIS
2026	+9.01%	+8.47%
2025	+19.19%	+37.73%
2024	+27.04%	+5.10%
2023	+23.30%	+14.43%
2022	-14.59%	-12.94%
2021	+34.98%	N/A
2020	+14.41%	N/A
2019	-0.93%	N/A
2018	+0.00%	N/A
2017	+0.00%	N/A
2016	+0.00%	N/A
2015	+0.00%	N/A
2014	+0.00%	N/A
2013	+0.00%	N/A
2012	+0.00%	N/A
2011	+0.00%	N/A
2010	+0.00%	N/A
2009	+0.00%	N/A
2008	+0.00%	N/A
2007	+0.00%	N/A
2006	+0.00%	N/A
2005	+0.00%	N/A
2004	+0.00%	N/A
2003	+0.00%	N/A
2002	+0.00%	N/A
2001	+0.00%	N/A

RECS vs DFIS Drawdown Comparison

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

The maximum drawdown for DFIS was -27.22%, occurring on Oct 12, 2022. Recovery took 486 trading sessions.

The current DFIS drawdown is -2.80%.

Rank	RECS	DFIS
#1	-34.29% Feb 12, 2020 - Aug 12, 2020	-27.22% Mar 29, 2022 - Mar 6, 2024
#2	-22.08% Dec 29, 2021 - Jul 28, 2023	-13.55% Mar 19, 2025 - Apr 28, 2025
#3	-18.60% Feb 19, 2025 - Jun 26, 2025	-12.44% Feb 27, 2026 - Mar 20, 2026
#4	-11.78% Aug 15, 2001 - Jan 9, 2020	-10.76% Sep 26, 2024 - Mar 18, 2025
#5	-9.64% Jul 28, 2023 - Dec 1, 2023	-7.14% Jul 16, 2024 - Aug 21, 2024
#6	-9.58% Sep 2, 2020 - Nov 16, 2020	-5.60% Oct 27, 2025 - Dec 5, 2025
#7	-8.82% Jan 27, 2026 - Apr 17, 2026	-4.29% Apr 9, 2024 - May 9, 2024
#8	-7.99% Jul 16, 2024 - Aug 30, 2024	-4.09% Aug 27, 2024 - Sep 19, 2024
#9	-5.71% Sep 3, 2021 - Oct 28, 2021	-3.94% May 20, 2024 - Jul 12, 2024
#10	-4.84% Mar 28, 2024 - May 9, 2024	-3.77% Jul 23, 2025 - Aug 13, 2025
#11	-4.79% Oct 28, 2025 - Dec 5, 2025	-2.87% Jan 27, 2026 - Feb 9, 2026
#12	-4.59% Dec 6, 2024 - Feb 18, 2025	-2.75% Oct 3, 2025 - Oct 24, 2025
#13	-4.31% Feb 12, 2021 - Mar 11, 2021	-2.55% Aug 22, 2025 - Sep 8, 2025
#14	-4.28% Aug 30, 2024 - Sep 19, 2024	-2.32% Jun 12, 2025 - Jun 26, 2025
#15	-4.03% May 7, 2021 - Jun 10, 2021	-1.59% Jul 9, 2025 - Jul 22, 2025