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	$4.90B	$4.90B
Expense Ratio	0.15%	0.32%
Max Drawdown	34.72%	5.57%
Sharpe Ratio	1.89	0.63
5Y Beta	0.94	0.04
P/E Ratio	23.64	N/A
Forward P/E	17.11	N/A
5Y Dividends CAGR	17.36%	N/A
5Y EPS CAGR	26.31%	N/A
Debt to Equity	44.04%	N/A
P/S Ratio	2.53	N/A
P/B Ratio	3.90	N/A

Net Assets

RECS

$4.90B

EVTR

$4.90B

Expense Ratio

Winner

RECS

0.15%

EVTR

0.32%

Max Drawdown

RECS

34.72%

Winner

EVTR

5.57%

Sharpe Ratio

Winner

RECS

1.89

EVTR

0.63

5Y Beta

RECS

0.94

Winner

EVTR

0.04

P/E Ratio

RECS

23.64

EVTR

N/A

Forward P/E

RECS

17.11

EVTR

N/A

5Y Dividends CAGR

RECS

17.36%

EVTR

N/A

5Y EPS CAGR

RECS

26.31%

EVTR

N/A

Debt to Equity

RECS

44.04%

EVTR

N/A

P/S Ratio

RECS

2.53

EVTR

N/A

P/B Ratio

RECS

3.90

EVTR

N/A

RECS vs EVTR - Holdings Comparison

RECS and EVTR have 1 common holdings. Overlap is -0.09%

RECS's top 25 holdings weight is 52.56%. EVTR's top 25 holdings weight is 50.80%.

Rank	RECS	EVTR
#1	APPLE INC (AAPL) - 8.86%	UNITED STATES TREASURY NOTES 1.375% (n/a) - 5.82%
#2	NVIDIA CORP (NVDA) - 8.50%	UNITED STATES TREASURY NOTES 3.875% (n/a) - 5.80%
#3	MICROSOFT CORP (MSFT) - 6.68%	UNITED STATES TREASURY BONDS 2.875% (n/a) - 5.73%
#4	ALPHABET INC CLASS C (GOOG) - 3.22%	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 4.70%
#5	META PLATFORMS INC CLASS A (META) - 2.88%	UNITED STATES TREASURY NOTES 1.875% (n/a) - 4.59%
#6	PROCTER & GAMBLE CO (PG) - 2.47%	UNITED STATES TREASURY NOTES 4.25% (n/a) - 3.37%
#7	WELLS FARGO & CO (WFC) - 1.99%	FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 3.35%
#8	ALPHABET INC CLASS A (GOOGL) - 1.88%	n/a (n/a) - 3.12%
#9	EXXON MOBIL CORP (XOM) - 1.81%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 0% (n/a) - 2.00%
#10	BOOKING HOLDINGS INC (BKNG) - 1.75%	UNITED STATES TREASURY BONDS 3% (n/a) - 1.58%
#11	CITIGROUP INC (C) - 1.41%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.45%
#12	MORGAN STANLEY (MS) - 1.39%	n/a (n/a) - 1.17%
#13	CHARLES SCHWAB CORP (SCHW) - 1.19%	NYKREDIT REALKREDIT A/S 3.5% (n/a) - 1.16%
#14	PFIZER INC (PFE) - 1.19%	UNITED STATES TREASURY NOTES 4% (n/a) - 0.83%
#15	UBER TECHNOLOGIES INC (UBER) - 1.00%	UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.77%
#16	CHEVRON CORP (CVX) - 0.99%	UNITED STATES TREASURY NOTES 2.75% (n/a) - 0.66%
#17	S&P GLOBAL INC (SPGI) - 0.97%	UNITED STATES TREASURY BONDS 1.125% (n/a) - 0.63%
#18	GENERAL MOTORS CO (GM) - 0.95%	UNITED STATES TREASURY NOTES 1.25% (n/a) - 0.59%
#19	UNION PACIFIC CORP (UNP) - 0.93%	n/a (n/a) - 0.57%
#20	BRISTOL-MYERS SQUIBB CO (BMY) - 0.92%	EATON VANCE FLOATING-RATE ETF (EVLN) - 0.56%
#21	TARGET CORP (TGT) - 0.33%	JPMORGAN CHASE & CO. 4.622% (n/a) - 0.55%
#22	ARISTA NETWORKS INC (ANET) - 0.32%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.54%
#23	PULTEGROUP INC (PHM) - 0.31%	CI FINANCIAL CORP 7.5% (n/a) - 0.47%
#24	ROCKWELL AUTOMATION INC (ROK) - 0.31%	n/a (n/a) - 0.40%
#25	AMGEN INC (AMGN) - 0.31%	AMERICAN NATIONAL GROUP INC. 6% (n/a) - 0.39%
Total Holdings	329	538

RECS vs EVTR - Historical Returns

Returns include dividend reinvestment.

Period	RECS	EVTR
1 month	+5.88%	+0.27%
3 months	+2.55%	-0.08%
6 months	+6.96%	+1.28%
1 year	+28.96%	+6.38%
5 years(CAGR)	+13.61%	N/A
10 years(CAGR)	+9.72%	N/A
Max(CAGR)	+3.82%	+6.03%

Winner

RECS

+5.88%

EVTR

+0.27%

Winner

RECS

+2.55%

EVTR

-0.08%

Winner

RECS

+6.96%

EVTR

+1.28%

Winner

RECS

+28.96%

EVTR

+6.38%

5Y(CAGR)

RECS

+13.61%

EVTR

N/A

10Y(CAGR)

RECS

+9.72%

EVTR

N/A

Max(CAGR)

RECS

+3.82%

Winner

EVTR

+6.03%

RECS vs EVTR - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	RECS	EVTR
2026	+4.17%	+0.73%
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 -0.09%. The current EVTR drawdown is -1.11%.

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	-2.85% Feb 27, 2026 - Mar 27, 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