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
$5.80B
Winner
SPY
$781B
Expense Ratio
RECS
0.15%
Winner
SPY
0.09%
Max Drawdown
Winner
RECS
34.72%
SPY
56.47%
Sharpe Ratio
RECS
1.28
Winner
SPY
1.43
5Y Beta
Winner
RECS
0.92
SPY
1.00
P/E Ratio
Winner
RECS
24.67
SPY
26.48
Forward P/E
Winner
RECS
17.34
SPY
20.89
PEG Ratio
Winner
RECS
0.24
SPY
0.30
5Y Dividends CAGR
Winner
RECS
17.36%
SPY
6.00%
5Y EPS CAGR
Winner
RECS
29.09%
SPY
26.40%
Debt to Equity
RECS
62.75%
Winner
SPY
48.17%
P/S Ratio
Winner
RECS
2.06
SPY
3.72
P/B Ratio
Winner
RECS
4.64
SPY
5.55
RECS vs SPY - Holdings Comparison
RECS and SPY have 178 common holdings. Overlap is 37.90%
RECS's top 25 holdings weight is 55.23%. SPY's top 25 holdings weight is 51.49%.
| Rank | RECS | SPY |
|---|---|---|
| #1 | APPLE INC (AAPL) - 11.94% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | NVIDIA CORP (NVDA) - 11.54% | APPLE INC (AAPL) - 7.44% |
| #3 | META PLATFORMS INC CLASS A (META) - 4.69% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | MICRON TECHNOLOGY INC (MU) - 2.30% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | MASTERCARD INC CLASS A (MA) - 2.26% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | BANK OF AMERICA CORP (BAC) - 2.02% | BROADCOM INC (AVGO) - 2.83% |
| #7 | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 1.85% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | VANGUARD COMMUNICATION SERVICES ETF (VOX) - 1.82% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | TJX COMPANIES INC (TJX) - 1.55% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | CHEVRON CORP (CVX) - 1.45% | TESLA INC (TSLA) - 1.65% |
| #11 | ALTRIA GROUP INC (MO) - 1.31% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | CVS HEALTH CORP (CVS) - 1.13% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | CITIGROUP INC (C) - 1.11% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.06% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | CISCO SYSTEMS INC (CSCO) - 1.06% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | STARBUCKS CORP (SBUX) - 1.04% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | PARKER HANNIFIN CORP (PH) - 0.87% | VISA INC CLASS A (V) - 0.91% |
| #18 | APPLIED MATERIALS INC (AMAT) - 0.85% | INTEL CORP (INTC) - 0.77% |
| #19 | CHARLES SCHWAB CORP (SCHW) - 0.83% | WALMART INC (WMT) - 0.75% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.79% | ABBVIE INC (ABBV) - 0.70% |
| #21 | FIDELITY MSCI COMMUNICATION SERVICESETF (FCOM) - 0.77% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | COLGATE-PALMOLIVE CO (CL) - 0.76% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | ELEVANCE HEALTH INC (ELV) - 0.75% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.74% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | n/a (PLTR) - 0.74% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 361 | 505 |
RECS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RECS
+2.84%
SPY
+2.30%
3M
Winner
RECS
+5.27%
SPY
+5.00%
6M
RECS
+8.65%
Winner
SPY
+11.88%
1Y
RECS
+19.74%
Winner
SPY
+22.80%
5Y(CAGR)
Winner
RECS
+13.67%
SPY
+13.20%
10Y(CAGR)
RECS
+10.29%
Winner
SPY
+15.26%
Max(CAGR)
RECS
+4.00%
Winner
SPY
+8.59%
RECS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | RECS | SPY |
|---|---|---|
| 2026 | +9.77% | +13.10% |
| 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% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 -0.20%. The current SPY drawdown is -0.36%.
| Rank | RECS | SPY |
|---|---|---|
| #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 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (1999 - 2026)
RECS vs SPY dividend yield comparison.
| Year | RECS | SPY |
|---|---|---|
| 2026 | 0.00% | 0.48% |
| 2025 | 1.11% | 1.07% |
| 2024 | 1.09% | 1.21% |
| 2023 | 1.00% | 1.40% |
| 2022 | 1.41% | 1.65% |
| 2021 | 20.64% | 1.20% |
| 2020 | 1.09% | 1.52% |
| 2019 | 0.49% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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