RECS vs KBWB
Comparison between COLUMBIA RESEARCH ENHANCED CORE ETF (RECS, ETF) and INVESCO KBW BANK ETF (KBWB, ETF).
5-Year PerformanceRECS has outperformed KBWB, delivering a return of +14.5% compared to +8.0%
RECS vs KBWB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RECS
$5.40B
Winner
KBWB
$5.50B
Expense Ratio
Winner
RECS
0.15%
KBWB
0.35%
Max Drawdown
Winner
RECS
34.72%
KBWB
52.05%
Sharpe Ratio
Winner
RECS
1.83
KBWB
1.46
5Y Beta
Winner
RECS
0.94
KBWB
1.09
P/E Ratio
RECS
22.86
Winner
KBWB
14.04
Forward P/E
RECS
16.72
Winner
KBWB
12.26
PEG Ratio
RECS
N/A
KBWB
0.47
5Y Dividends CAGR
Winner
RECS
17.36%
KBWB
6.47%
5Y EPS CAGR
Winner
RECS
23.73%
KBWB
9.22%
Debt to Equity
Winner
RECS
18.41%
KBWB
79.79%
P/S Ratio
Winner
RECS
1.82
KBWB
3.70
P/B Ratio
RECS
3.88
Winner
KBWB
1.57
RECS vs KBWB - Holdings Comparison
RECS and KBWB have 13 common holdings. Overlap is 7.40%
RECS's top 25 holdings weight is 55.25%. KBWB's top 25 holdings weight is 99.85%.
| Rank | RECS | KBWB |
|---|---|---|
| #1 | APPLE INC (AAPL) - 8.86% | MORGAN STANLEY (MS) - 8.58% |
| #2 | NVIDIA CORP (NVDA) - 8.50% | THE GOLDMAN SACHS GROUP INC (GS) - 8.07% |
| #3 | MICROSOFT CORP (MSFT) - 6.68% | BANK OF AMERICA CORP (BAC) - 8.05% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.22% | JPMORGAN CHASE & CO (JPM) - 7.78% |
| #5 | META PLATFORMS INC CLASS A (META) - 2.88% | WELLS FARGO & CO (WFC) - 7.41% |
| #6 | PROCTER & GAMBLE CO (PG) - 2.47% | CITIGROUP INC (C) - 4.39% |
| #7 | WELLS FARGO & CO (WFC) - 1.99% | STATE STREET CORP (STT) - 4.36% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 1.88% | BANK OF NEW YORK MELLON CORP (BK) - 4.20% |
| #9 | EXXON MOBIL CORP (XOM) - 1.81% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.94% |
| #10 | BOOKING HOLDINGS INC (BKNG) - 1.75% | U.S. BANCORP (USB) - 3.84% |
| #11 | CITIGROUP INC (C) - 1.41% | FIFTH THIRD BANCORP (FITB) - 3.84% |
| #12 | MORGAN STANLEY (MS) - 1.39% | TRUIST FINANCIAL CORP (TFC) - 3.82% |
| #13 | PFIZER INC (PFE) - 1.19% | M&T BANK CORP (MTB) - 3.75% |
| #14 | CHARLES SCHWAB CORP (SCHW) - 1.19% | HUNTINGTON BANCSHARES INC (HBAN) - 3.69% |
| #15 | UBER TECHNOLOGIES INC (UBER) - 1.00% | CAPITAL ONE FINANCIAL CORP (COF) - 3.66% |
| #16 | CHEVRON CORP (CVX) - 0.99% | NORTHERN TRUST CORP (NTRS) - 3.62% |
| #17 | S&P GLOBAL INC (SPGI) - 0.97% | CITIZENS FINANCIAL GROUP INC (CFG) - 3.30% |
| #18 | GENERAL MOTORS CO (GM) - 0.95% | REGIONS FINANCIAL CORP (RF) - 2.92% |
| #19 | UNION PACIFIC CORP (UNP) - 0.93% | KEYCORP (KEY) - 2.88% |
| #20 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.92% | EAST WEST BANCORP INC (EWBC) - 2.05% |
| #21 | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 0.88% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.81% |
| #22 | MCKESSON CORP (MCK) - 0.88% | FIRST HORIZON CORP (FHN) - 1.45% |
| #23 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.86% | ZIONS BANCORP NA (ZION) - 1.13% |
| #24 | ADVANCED MICRO DEVICES INC (AMD) - 0.86% | WESTERN ALLIANCE BANCORP (WAL) - 1.09% |
| #25 | CVS HEALTH CORP (CVS) - 0.79% | E-MINI FINANCIAL SELECT SECTOR FUTURE JUNE 26 (n/a) - 0.22% |
| Total Holdings | 369 | 28 |
RECS vs KBWB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RECS
+4.57%
KBWB
-1.27%
3M
Winner
RECS
+5.14%
KBWB
-0.16%
6M
RECS
+4.51%
Winner
KBWB
+8.11%
1Y
RECS
+24.78%
Winner
KBWB
+31.21%
5Y(CAGR)
Winner
RECS
+14.50%
KBWB
+7.99%
10Y(CAGR)
RECS
+9.68%
Winner
KBWB
+12.24%
Max(CAGR)
RECS
+3.81%
Winner
KBWB
+13.05%
RECS vs KBWB - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | RECS | KBWB |
|---|---|---|
| 2026 | +3.91% | -0.65% |
| 2025 | +19.19% | +32.15% |
| 2024 | +27.04% | +35.45% |
| 2023 | +23.30% | -1.73% |
| 2022 | -14.59% | -23.70% |
| 2021 | +34.98% | +39.08% |
| 2020 | +14.41% | -10.99% |
| 2019 | -0.93% | +33.02% |
| 2018 | +0.00% | -18.51% |
| 2017 | +0.00% | +17.18% |
| 2016 | +0.00% | +31.24% |
| 2015 | +0.00% | +0.35% |
| 2014 | +0.00% | +9.61% |
| 2013 | +0.00% | +33.14% |
| 2012 | +0.00% | +28.41% |
| 2011 | +0.00% | +2.11% |
| 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 KBWB Drawdown Comparison
The maximum drawdown for RECS was -34.29%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for KBWB was -50.23%, occurring on Mar 23, 2020. Recovery took 261 trading sessions.
The current RECS drawdown is -0.35%. The current KBWB drawdown is -6.06%.
| Rank | RECS | KBWB |
|---|---|---|
| #1 | -34.29% Feb 12, 2020 - Aug 12, 2020 | -50.23% Jan 2, 2020 - Jan 14, 2021 |
| #2 | -22.08% Dec 29, 2021 - Jul 28, 2023 | -49.32% Jan 13, 2022 - Nov 21, 2024 |
| #3 | -18.60% Feb 19, 2025 - Jun 26, 2025 | -29.41% Feb 1, 2018 - Dec 12, 2019 |
| #4 | -11.78% Aug 15, 2001 - Jan 9, 2020 | -29.08% Jul 22, 2015 - Nov 9, 2016 |
| #5 | -9.64% Jul 28, 2023 - Dec 1, 2023 | -25.44% Feb 6, 2025 - Jun 30, 2025 |
| #6 | -9.58% Sep 2, 2020 - Nov 16, 2020 | -18.02% Mar 26, 2012 - Sep 13, 2012 |
| #7 | -8.82% Jan 27, 2026 - Apr 17, 2026 | -16.38% Feb 9, 2026 - Mar 13, 2026 |
| #8 | -7.99% Jul 16, 2024 - Aug 30, 2024 | -13.21% Jun 1, 2021 - Oct 5, 2021 |
| #9 | -5.71% Sep 3, 2021 - Oct 28, 2021 | -12.69% Nov 8, 2011 - Jan 3, 2012 |
| #10 | -4.84% Mar 28, 2024 - May 9, 2024 | -11.68% Dec 29, 2014 - May 4, 2015 |
| #11 | -4.79% Oct 28, 2025 - Dec 5, 2025 | -11.52% Jan 14, 2021 - Feb 16, 2021 |
| #12 | -4.59% Dec 6, 2024 - Feb 18, 2025 | -11.18% Mar 1, 2017 - Sep 27, 2017 |
| #13 | -4.31% Feb 12, 2021 - Mar 11, 2021 | -10.86% Oct 22, 2021 - Jan 6, 2022 |
| #14 | -4.28% Aug 30, 2024 - Sep 19, 2024 | -10.20% Sep 18, 2014 - Dec 5, 2014 |
| #15 | -4.03% May 7, 2021 - Jun 10, 2021 | -9.98% Nov 25, 2024 - Jan 30, 2025 |
Correlation
Correlation between RECS and KBWB is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2011 - 2026)
RECS vs KBWB dividend yield comparison.
| Year | RECS | KBWB |
|---|---|---|
| 2026 | 0.00% | 0.58% |
| 2025 | 1.11% | 2.04% |
| 2024 | 1.09% | 2.46% |
| 2023 | 1.00% | 3.20% |
| 2022 | 1.41% | 3.05% |
| 2021 | 20.64% | 2.13% |
| 2020 | 1.09% | 2.62% |
| 2019 | 0.49% | 2.38% |
| 2018 | 0.00% | 2.54% |
| 2017 | 0.00% | 1.35% |
| 2016 | 0.00% | 1.53% |
| 2015 | 0.00% | 1.53% |
| 2014 | 0.00% | 1.52% |
| 2013 | 0.00% | 1.43% |
| 2012 | 0.00% | 1.27% |
| 2011 | 0.00% | 1.33% |
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