RECS vs EVTR

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

RECS vs EVTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

RECS

$5.80B

EVTR

$5.70B

Expense Ratio

Winner

RECS

0.15%

EVTR

0.32%

Max Drawdown

RECS

34.72%

Winner

EVTR

5.57%

Sharpe Ratio

Winner

RECS

1.14

EVTR

-0.27

5Y Beta

RECS

0.92

Winner

EVTR

0.05

P/E Ratio

RECS

25.02

EVTR

N/A

Forward P/E

RECS

17.86

EVTR

N/A

5Y Dividends CAGR

RECS

17.36%

EVTR

N/A

5Y EPS CAGR

RECS

34.18%

EVTR

N/A

Debt to Equity

RECS

33.93%

EVTR

N/A

P/S Ratio

RECS

2.63

EVTR

N/A

P/B Ratio

RECS

4.91

EVTR

N/A

RECS vs EVTR - Holdings Comparison

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

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

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

RECS vs EVTR - Historical Returns

Returns include dividend reinvestment.

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

Winner

RECS

+1.67%

EVTR

+0.06%

Winner

RECS

+4.90%

EVTR

+0.36%

Winner

RECS

+9.94%

EVTR

-1.38%

Winner

RECS

+18.62%

EVTR

+2.97%

5Y(CAGR)

RECS

+13.53%

EVTR

N/A

10Y(CAGR)

RECS

+10.34%

EVTR

N/A

Max(CAGR)

RECS

+4.01%

Winner

EVTR

+5.03%

RECS vs EVTR - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	RECS	EVTR
2026	+10.21%	+0.11%
2025	+19.19%	+8.06%
2024	+27.04%	+4.07%
2023	+23.30%	N/A
2022	-14.59%	N/A
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 EVTR Drawdown Comparison

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

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

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

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