RECS vs SCHK
Comparison between COLUMBIA RESEARCH ENHANCED CORE ETF (RECS, ETF) and SCHWAB 1000 INDEX ETF (SCHK, ETF).
5-Year PerformanceRECS has outperformed SCHK, delivering a return of +13.5% compared to +12.5%
RECS vs SCHK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RECS
$5.80B
SCHK
$5.70B
Expense Ratio
RECS
0.15%
Winner
SCHK
0.03%
Max Drawdown
Winner
RECS
34.72%
SCHK
34.80%
Sharpe Ratio
RECS
1.14
Winner
SCHK
1.26
5Y Beta
Winner
RECS
0.92
SCHK
0.99
P/E Ratio
Winner
RECS
25.02
SCHK
26.84
Forward P/E
Winner
RECS
17.86
SCHK
20.88
5Y Dividends CAGR
Winner
RECS
17.36%
SCHK
5.65%
5Y EPS CAGR
Winner
RECS
34.18%
SCHK
25.58%
Debt to Equity
Winner
RECS
33.93%
SCHK
47.95%
P/S Ratio
Winner
RECS
2.63
SCHK
3.48
P/B Ratio
Winner
RECS
4.91
SCHK
5.35
RECS vs SCHK - Holdings Comparison
RECS and SCHK have 261 common holdings. Overlap is 30.75%
RECS's top 25 holdings weight is 52.62%. SCHK's top 25 holdings weight is 47.79%.
| Rank | RECS | SCHK |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.31% | NVIDIA CORP (NVDA) - 7.20% |
| #2 | APPLE INC (AAPL) - 10.87% | APPLE INC (AAPL) - 6.90% |
| #3 | META PLATFORMS INC CLASS A (META) - 4.50% | MICROSOFT CORP (MSFT) - 4.24% |
| #4 | MASTERCARD INC CLASS A (MA) - 2.32% | AMAZON.COM INC (AMZN) - 3.47% |
| #5 | MICRON TECHNOLOGY INC (MU) - 2.13% | ALPHABET INC CLASS A (GOOGL) - 2.92% |
| #6 | BANK OF AMERICA CORP (BAC) - 2.11% | BROADCOM INC (AVGO) - 2.62% |
| #7 | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 1.79% | ALPHABET INC CLASS C (GOOG) - 2.35% |
| #8 | VANGUARD COMMUNICATION SERVICES ETF (VOX) - 1.76% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | TJX COMPANIES INC (TJX) - 1.50% | MICRON TECHNOLOGY INC (MU) - 1.57% |
| #10 | CHEVRON CORP (CVX) - 1.47% | TESLA INC (TSLA) - 1.53% |
| #11 | CISCO SYSTEMS INC (CSCO) - 1.16% | JPMORGAN CHASE & CO (JPM) - 1.33% |
| #12 | ALTRIA GROUP INC (MO) - 1.14% | ELI LILLY AND CO (LLY) - 1.33% |
| #13 | CITIGROUP INC (C) - 1.14% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.29% |
| #14 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.09% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | STARBUCKS CORP (SBUX) - 1.07% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.90% |
| #16 | CVS HEALTH CORP (CVS) - 0.96% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #17 | n/a (PLTR) - 0.95% | VISA INC CLASS A (V) - 0.85% |
| #18 | PARKER HANNIFIN CORP (PH) - 0.95% | INTEL CORP (INTC) - 0.71% |
| #19 | CHARLES SCHWAB CORP (SCHW) - 0.89% | WALMART INC (WMT) - 0.69% |
| #20 | APPLIED MATERIALS INC (AMAT) - 0.82% | ABBVIE INC (ABBV) - 0.65% |
| #21 | ALLSTATE CORP (ALL) - 0.34% | APPLIED MATERIALS INC (AMAT) - 0.64% |
| #22 | CRH PLC (CRH) - 0.34% | CISCO SYSTEMS INC (CSCO) - 0.64% |
| #23 | IQVIA HOLDINGS INC (IQV) - 0.34% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | FERGUSON ENTERPRISES INC (FERG) - 0.34% | CATERPILLAR INC (CAT) - 0.59% |
| #25 | SERVICENOW INC (NOW) - 0.33% | COSTCO WHOLESALE CORP (COST) - 0.59% |
| Total Holdings | 319 | 928 |
RECS vs SCHK - Historical Returns
Returns include dividend reinvestment.
1M
RECS
+1.67%
Winner
SCHK
+2.47%
3M
Winner
RECS
+4.90%
SCHK
+3.83%
6M
RECS
+9.94%
Winner
SCHK
+11.83%
1Y
RECS
+18.62%
Winner
SCHK
+21.92%
5Y(CAGR)
Winner
RECS
+13.53%
SCHK
+12.48%
10Y(CAGR)
RECS
+10.34%
Winner
SCHK
+14.67%
Max(CAGR)
RECS
+4.01%
Winner
SCHK
+14.67%
RECS vs SCHK - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | RECS | SCHK |
|---|---|---|
| 2026 | +10.21% | +12.99% |
| 2025 | +19.19% | +17.48% |
| 2024 | +27.04% | +25.29% |
| 2023 | +23.30% | +27.16% |
| 2022 | -14.59% | -19.88% |
| 2021 | +34.98% | +27.95% |
| 2020 | +14.41% | +19.71% |
| 2019 | -0.93% | +31.09% |
| 2018 | +0.00% | -5.78% |
| 2017 | +0.00% | +5.07% |
| 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 SCHK Drawdown Comparison
The maximum drawdown for RECS was -34.29%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for SCHK was -34.80%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.
The current RECS drawdown is -1.16%. The current SCHK drawdown is -1.60%.
| Rank | RECS | SCHK |
|---|---|---|
| #1 | -34.29% Feb 12, 2020 - Aug 12, 2020 | -34.80% Feb 19, 2020 - Aug 10, 2020 |
| #2 | -22.08% Dec 29, 2021 - Jul 28, 2023 | -25.43% Dec 27, 2021 - Dec 14, 2023 |
| #3 | -18.60% Feb 19, 2025 - Jun 26, 2025 | -19.63% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -11.78% Aug 15, 2001 - Jan 9, 2020 | -19.20% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -9.64% Jul 28, 2023 - Dec 1, 2023 | -9.83% Jan 26, 2018 - Jul 25, 2018 |
| #6 | -9.58% Sep 2, 2020 - Nov 16, 2020 | -9.31% Sep 2, 2020 - Nov 11, 2020 |
| #7 | -8.82% Jan 27, 2026 - Apr 17, 2026 | -8.97% Jan 12, 2026 - Apr 14, 2026 |
| #8 | -7.99% Jul 16, 2024 - Aug 30, 2024 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -5.71% Sep 3, 2021 - Oct 28, 2021 | -6.75% May 3, 2019 - Jun 20, 2019 |
| #10 | -4.84% Mar 28, 2024 - May 9, 2024 | -6.05% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -4.79% Oct 28, 2025 - Dec 5, 2025 | -5.60% Mar 28, 2024 - May 15, 2024 |
| #12 | -4.59% Dec 6, 2024 - Feb 18, 2025 | -5.32% Oct 28, 2025 - Dec 10, 2025 |
| #13 | -4.31% Feb 12, 2021 - Mar 11, 2021 | -5.31% Sep 2, 2021 - Oct 20, 2021 |
| #14 | -4.28% Aug 30, 2024 - Sep 19, 2024 | -5.08% Feb 12, 2021 - Mar 15, 2021 |
| #15 | -4.03% May 7, 2021 - Jun 10, 2021 | -4.79% Nov 16, 2021 - Dec 27, 2021 |
Correlation
Correlation between RECS and SCHK is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2017 - 2026)
RECS vs SCHK dividend yield comparison.
| Year | RECS | SCHK |
|---|---|---|
| 2026 | 0.00% | 0.49% |
| 2025 | 1.11% | 1.09% |
| 2024 | 1.09% | 1.20% |
| 2023 | 1.00% | 1.38% |
| 2022 | 1.41% | 1.57% |
| 2021 | 20.64% | 1.17% |
| 2020 | 1.09% | 1.58% |
| 2019 | 0.49% | 1.82% |
| 2018 | 0.00% | 1.80% |
| 2017 | 0.00% | 0.31% |
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