StockComparison Logo
vs

RECS vs SPY

Comparison between COLUMBIA RESEARCH ENHANCED CORE ETF (RECS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceRECS has outperformed SPY, delivering a return of +13.7% compared to +13.2%

RECS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RECS
$5.70B
Winner
SPY
$784B
Expense Ratio
RECS
0.15%
Winner
SPY
0.09%
Max Drawdown
Winner
RECS
34.72%
SPY
56.47%
Sharpe Ratio
RECS
1.42
Winner
SPY
1.54
5Y Beta
Winner
RECS
0.93
SPY
1.00
P/E Ratio
Winner
RECS
24.90
SPY
27.62
Forward P/E
Winner
RECS
17.80
SPY
21.11
5Y Dividends CAGR
Winner
RECS
17.36%
SPY
6.00%
5Y EPS CAGR
Winner
RECS
27.50%
SPY
25.30%
Debt to Equity
RECS
40.09%
Winner
SPY
31.11%
P/S Ratio
Winner
RECS
2.47
SPY
3.49
P/B Ratio
Winner
RECS
4.19
SPY
5.30

RECS vs SPY - Holdings Comparison

RECS and SPY have 145 common holdings. Overlap is 39.07%

RECS's top 25 holdings weight is 50.28%. SPY's top 25 holdings weight is 51.24%.

RankRECSSPY
#1
NVIDIA CORP (NVDA) - 9.14%
NVIDIA CORP (NVDA) - 7.81%
#2
APPLE INC (AAPL) - 8.92%
APPLE INC (AAPL) - 6.81%
#3
MICROSOFT CORP (MSFT) - 5.04%
MICROSOFT CORP (MSFT) - 4.53%
#4
ALPHABET INC CLASS C (GOOG) - 3.22%
AMAZON.COM INC (AMZN) - 3.72%
#5
META PLATFORMS INC CLASS A (META) - 2.29%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
PROCTER & GAMBLE CO (PG) - 2.22%
BROADCOM INC (AVGO) - 2.77%
#7
ADVANCED MICRO DEVICES INC (AMD) - 1.65%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
WELLS FARGO & CO (WFC) - 1.65%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
EXXON MOBIL CORP (XOM) - 1.63%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
CITIGROUP INC (C) - 1.54%
TESLA INC (TSLA) - 1.76%
#11
MORGAN STANLEY (MS) - 1.52%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
BOOKING HOLDINGS INC (BKNG) - 1.51%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
ALPHABET INC CLASS A (GOOGL) - 1.35%
ELI LILLY AND CO (LLY) - 1.38%
#14
PFIZER INC (PFE) - 1.10%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
VANGUARD COMMUNICATION SERVICES ETF (VOX) - 1.05%
EXXON MOBIL CORP (XOM) - 0.92%
#16
LAM RESEARCH CORP (LRCX) - 0.96%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
CISCO SYSTEMS INC (CSCO) - 0.96%
VISA INC CLASS A (V) - 0.87%
#18
CHARLES SCHWAB CORP (SCHW) - 0.96%
INTEL CORP (INTC) - 0.85%
#19
CVS HEALTH CORP (CVS) - 0.95%
WALMART INC (WMT) - 0.82%
#20
UNION PACIFIC CORP (UNP) - 0.94%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
TARGET CORP (TGT) - 0.36%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
ARISTA NETWORKS INC (ANET) - 0.35%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
THE WALT DISNEY CO (DIS) - 0.33%
CATERPILLAR INC (CAT) - 0.68%
#24
EXPEDIA GROUP INC (EXPE) - 0.32%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
DELTA AIR LINES INC (DAL) - 0.32%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings328505

RECS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RECS
-0.92%
SPY
-1.37%
3M
RECS
+9.56%
Winner
SPY
+12.22%
6M
RECS
+3.98%
Winner
SPY
+7.20%
1Y
RECS
+21.27%
Winner
SPY
+23.58%
5Y(CAGR)
Winner
RECS
+13.74%
SPY
+13.19%
10Y(CAGR)
RECS
+9.76%
Winner
SPY
+15.12%
Max(CAGR)
RECS
+3.82%
Winner
SPY
+8.44%

RECS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRECSSPY
2026+4.64%+7.95%
2025+19.19%+18.00%
2024+27.04%+25.59%
2023+23.30%+26.72%
2022-14.59%-18.64%
2021+34.98%+30.52%
2020+14.41%+17.28%
2019-0.93%+31.09%
2018+0.00%-5.24%
2017+0.00%+20.78%
2016+0.00%+13.59%
2015+0.00%+1.31%
2014+0.00%+14.56%
2013+0.00%+29.00%
2012+0.00%+14.17%
2011+0.00%+0.85%
2010+0.00%+13.14%
2009+0.00%+22.67%
2008+0.00%-36.25%
2007+0.00%+5.32%
2006+0.00%+13.85%
2005+0.00%+5.32%
2004+0.00%+10.75%
2003+0.00%+24.18%
2002+0.00%-22.42%
2001+0.00%-10.13%
2000N/A-8.84%
1999N/A+8.61%

RECS vs SPY Drawdown Comparison

The maximum drawdown for RECS was -34.29%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current RECS drawdown is -2.48%. The current SPY drawdown is -3.18%.

RankRECSSPY
#1-34.29%
Feb 12, 2020 - Aug 12, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-22.08%
Dec 29, 2021 - Jul 28, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.60%
Feb 19, 2025 - Jun 26, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-11.78%
Aug 15, 2001 - Jan 9, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.64%
Jul 28, 2023 - Dec 1, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.58%
Sep 2, 2020 - Nov 16, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.82%
Jan 27, 2026 - Apr 17, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.99%
Jul 16, 2024 - Aug 30, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.71%
Sep 3, 2021 - Oct 28, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.84%
Mar 28, 2024 - May 9, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.79%
Oct 28, 2025 - Dec 5, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.59%
Dec 6, 2024 - Feb 18, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.31%
Feb 12, 2021 - Mar 11, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.28%
Aug 30, 2024 - Sep 19, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.03%
May 7, 2021 - Jun 10, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RECS and SPY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (1999 - 2026)

RECS vs SPY dividend yield comparison.

YearRECSSPY
20260.00%0.50%
20251.11%1.07%
20241.09%1.21%
20231.00%1.40%
20221.41%1.65%
202120.64%1.20%
20201.09%1.52%
20190.49%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: RECS vs SPY