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 +13.9% compared to +12.6%
RECS vs SCHK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RECS
$5.70B
SCHK
$5.70B
Expense Ratio
RECS
0.15%
Winner
SCHK
0.03%
Max Drawdown
Winner
RECS
34.72%
SCHK
34.80%
Sharpe Ratio
RECS
1.46
Winner
SCHK
1.52
5Y Beta
Winner
RECS
0.93
SCHK
0.99
P/E Ratio
RECS
N/A
SCHK
28.60
Forward P/E
RECS
N/A
SCHK
21.42
5Y Dividends CAGR
Winner
RECS
17.36%
SCHK
4.88%
5Y EPS CAGR
RECS
N/A
SCHK
25.00%
Debt to Equity
RECS
N/A
SCHK
30.88%
P/S Ratio
RECS
N/A
SCHK
3.48
P/B Ratio
RECS
N/A
SCHK
5.37
RECS vs SCHK - Holdings Comparison
RECS and SCHK have 263 common holdings. Overlap is -30.31%
RECS's top 25 holdings weight is 130.31%. SCHK's top 25 holdings weight is 48.39%.
| Rank | RECS | SCHK |
|---|---|---|
| #1 | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 130.31% | NVIDIA CORP (NVDA) - 7.48% |
| #2 | PTC INC (PTC) - 0.00% | APPLE INC (AAPL) - 6.48% |
| #3 | PRUDENTIAL FINANCIAL INC (PRU) - 0.00% | MICROSOFT CORP (MSFT) - 4.42% |
| #4 | PROCTER & GAMBLE CO (PG) - 0.00% | AMAZON.COM INC (AMZN) - 3.71% |
| #5 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 0.00% | ALPHABET INC CLASS A (GOOGL) - 3.24% |
| #6 | PRIMERICA INC (PRI) - 0.00% | BROADCOM INC (AVGO) - 2.87% |
| #7 | PPG INDUSTRIES INC (PPG) - 0.00% | ALPHABET INC CLASS C (GOOG) - 2.58% |
| #8 | POPULAR INC (BPOP) - 0.00% | META PLATFORMS INC CLASS A (META) - 1.92% |
| #9 | REGENERON PHARMACEUTICALS INC (REGN) - 0.00% | TESLA INC (TSLA) - 1.75% |
| #10 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.00% | MICRON TECHNOLOGY INC (MU) - 1.44% |
| #11 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.00% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.27% |
| #12 | PHILLIPS 66 (PSX) - 0.00% | ELI LILLY AND CO (LLY) - 1.21% |
| #13 | PG&E CORP (PCG) - 0.00% | JPMORGAN CHASE & CO (JPM) - 1.18% |
| #14 | PFIZER INC (PFE) - 0.00% | ADVANCED MICRO DEVICES INC (AMD) - 1.18% |
| #15 | PERRIGO CO PLC (PRGO) - 0.00% | EXXON MOBIL CORP (XOM) - 0.90% |
| #16 | PENTAIR PLC (PNR) - 0.00% | INTEL CORP (INTC) - 0.83% |
| #17 | PULTEGROUP INC (PHM) - 0.00% | VISA INC CLASS A (V) - 0.79% |
| #18 | PEGASYSTEMS INC (PEGA) - 0.00% | JOHNSON & JOHNSON (JNJ) - 0.79% |
| #19 | PAYPAL HOLDINGS INC (PYPL) - 0.00% | WALMART INC (WMT) - 0.74% |
| #20 | PILGRIMS PRIDE CORP (PPC) - 0.00% | CISCO SYSTEMS INC (CSCO) - 0.67% |
| #21 | ROKU INC CLASS A (ROKU) - 0.00% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #22 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 0.00% | CATERPILLAR INC (CAT) - 0.61% |
| #23 | ROCKWELL AUTOMATION INC (ROK) - 0.00% | LAM RESEARCH CORP (LRCX) - 0.58% |
| #24 | RITHM CAPITAL CORP (RITM) - 0.00% | MASTERCARD INC CLASS A (MA) - 0.57% |
| #25 | SKYWORKS SOLUTIONS INC (SWKS) - 0.00% | ABBVIE INC (ABBV) - 0.54% |
| Total Holdings | 329 | 956 |
RECS vs SCHK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RECS
+1.67%
SCHK
+0.90%
3M
RECS
+9.63%
Winner
SCHK
+12.02%
6M
RECS
+5.82%
Winner
SCHK
+9.59%
1Y
RECS
+22.22%
Winner
SCHK
+24.30%
5Y(CAGR)
Winner
RECS
+13.86%
SCHK
+12.64%
10Y(CAGR)
RECS
+9.87%
Winner
SCHK
+14.55%
Max(CAGR)
RECS
+3.86%
Winner
SCHK
+14.55%
RECS vs SCHK - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | RECS | SCHK |
|---|---|---|
| 2026 | +5.64% | +9.09% |
| 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 -1.55%. The current SCHK drawdown is -2.21%.
| 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% | 0.25% |
| 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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