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