REVS vs SMMV
Comparison between COLUMBIA RESEARCH ENHANCED VALUE ETF (REVS, ETF) and ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF (SMMV, ETF).
5-Year PerformanceREVS has outperformed SMMV, delivering a return of +11.1% compared to +5.0%
REVS vs SMMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
REVS
$284M
Winner
SMMV
$284M
Expense Ratio
Winner
REVS
0.19%
SMMV
0.20%
Max Drawdown
Winner
REVS
37.85%
SMMV
38.77%
Sharpe Ratio
Winner
REVS
1.81
SMMV
0.41
5Y Beta
REVS
0.70
Winner
SMMV
0.53
P/E Ratio
Winner
REVS
19.68
SMMV
23.20
Forward P/E
Winner
REVS
14.62
SMMV
16.63
5Y Dividends CAGR
REVS
-26.00%
Winner
SMMV
15.67%
5Y EPS CAGR
Winner
REVS
15.47%
SMMV
8.23%
Debt to Equity
REVS
24.76%
SMMV
N/A
P/S Ratio
REVS
1.52
Winner
SMMV
1.40
P/B Ratio
REVS
2.65
Winner
SMMV
2.33
REVS vs SMMV - Holdings Comparison
REVS and SMMV have 34 common holdings. Overlap is 2.04%
REVS's top 25 holdings weight is 46.80%. SMMV's top 25 holdings weight is 27.80%.
| Rank | REVS | SMMV |
|---|---|---|
| #1 | WELLS FARGO & CO (WFC) - 3.90% | PINNACLE WEST CAPITAL CORP (PNW) - 1.60% |
| #2 | PROCTER & GAMBLE CO (PG) - 3.66% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.46% |
| #3 | EXXON MOBIL CORP (XOM) - 3.41% | AGREE REALTY CORP (ADC) - 1.44% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 3.02% | CARETRUST REIT INC (CTRE) - 1.38% |
| #5 | CISCO SYSTEMS INC (CSCO) - 2.87% | NEW YORK TIMES CO CLASS A (NYT) - 1.37% |
| #6 | ALPHABET INC CLASS C (GOOG) - 2.46% | FIRSTCASH HOLDINGS INC (FCFS) - 1.31% |
| #7 | CITIGROUP INC (C) - 2.28% | OGE ENERGY CORP (OGE) - 1.29% |
| #8 | PFIZER INC (PFE) - 2.25% | IDACORP INC (IDA) - 1.27% |
| #9 | CHARLES SCHWAB CORP (SCHW) - 2.13% | RENAISSANCERE HOLDINGS LTD (RNR) - 1.27% |
| #10 | S&P GLOBAL INC (SPGI) - 1.91% | ROYAL GOLD INC (RGLD) - 1.21% |
| #11 | CHEVRON CORP (CVX) - 1.87% | THE HANOVER INSURANCE GROUP INC (THG) - 1.15% |
| #12 | UNION PACIFIC CORP (UNP) - 1.65% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.12% |
| #13 | CVS HEALTH CORP (CVS) - 1.50% | SERVICE CORP INTERNATIONAL (SCI) - 1.09% |
| #14 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.41% | CHEMED CORP (CHE) - 1.03% |
| #15 | ADVANCED MICRO DEVICES INC (AMD) - 1.40% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.01% |
| #16 | SALESFORCE INC (CRM) - 1.30% | AGNC INVESTMENT CORP (AGNC) - 0.99% |
| #17 | U.S. BANCORP (USB) - 1.20% | INGREDION INC (INGR) - 0.93% |
| #18 | GENERAL DYNAMICS CORP (GD) - 1.11% | n/a (MSGS) - 0.92% |
| #19 | META PLATFORMS INC CLASS A (META) - 1.10% | WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) - 0.91% |
| #20 | QUALCOMM INC (QCOM) - 1.07% | LANDSTAR SYSTEM INC (LSTR) - 0.89% |
| #21 | ALTRIA GROUP INC (MO) - 1.07% | ENSIGN GROUP INC (ENSG) - 0.88% |
| #22 | NEWMONT CORP (NEM) - 1.07% | NNN REIT INC (NNN) - 0.84% |
| #23 | THE CIGNA GROUP (CI) - 1.06% | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.82% |
| #24 | TEXAS INSTRUMENTS INC (TXN) - 1.05% | SABRA HEALTH CARE REIT INC (SBRA) - 0.81% |
| #25 | HCA HEALTHCARE INC (HCA) - 1.05% | MURPHY USA INC (MUSA) - 0.81% |
| Total Holdings | 312 | 328 |
REVS vs SMMV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
REVS
+2.65%
SMMV
-1.27%
3M
Winner
REVS
+7.52%
SMMV
-2.48%
6M
Winner
REVS
+11.61%
SMMV
+3.64%
1Y
Winner
REVS
+26.89%
SMMV
+7.56%
5Y(CAGR)
Winner
REVS
+11.09%
SMMV
+5.00%
10Y(CAGR)
REVS
N/A
SMMV
+8.18%
Max(CAGR)
Winner
REVS
+12.92%
SMMV
+8.18%
REVS vs SMMV - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | REVS | SMMV |
|---|---|---|
| 2026 | +10.62% | +2.87% |
| 2025 | +16.91% | +6.75% |
| 2024 | +15.82% | +18.20% |
| 2023 | +13.26% | +5.48% |
| 2022 | -6.33% | -10.13% |
| 2021 | +30.07% | +17.89% |
| 2020 | +1.13% | -2.49% |
| 2019 | +7.21% | +25.22% |
| 2018 | N/A | +1.20% |
| 2017 | N/A | +14.31% |
| 2016 | N/A | +7.50% |
REVS vs SMMV Drawdown Comparison
The maximum drawdown for REVS was -37.85%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for SMMV was -38.77%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.
The current REVS drawdown is -1.03%. The current SMMV drawdown is -3.85%.
| Rank | REVS | SMMV |
|---|---|---|
| #1 | -37.85% Feb 12, 2020 - Jan 6, 2021 | -38.77% Feb 20, 2020 - Jan 25, 2021 |
| #2 | -18.04% Apr 20, 2022 - Jul 18, 2023 | -17.99% Nov 16, 2021 - May 16, 2024 |
| #3 | -16.33% Nov 29, 2024 - Jul 1, 2025 | -15.19% Sep 11, 2018 - Apr 24, 2019 |
| #4 | -11.26% Jul 26, 2023 - Dec 14, 2023 | -13.67% Nov 29, 2024 - Nov 28, 2025 |
| #5 | -6.94% Feb 9, 2026 - Apr 17, 2026 | -7.54% Jan 26, 2018 - May 9, 2018 |
| #6 | -6.86% Jan 12, 2022 - Mar 29, 2022 | -7.02% Mar 2, 2026 - Mar 20, 2026 |
| #7 | -6.03% Nov 12, 2021 - Dec 27, 2021 | -5.54% Feb 12, 2021 - Mar 11, 2021 |
| #8 | -5.66% Mar 28, 2024 - Jul 15, 2024 | -5.32% Sep 22, 2016 - Nov 15, 2016 |
| #9 | -5.55% Jul 30, 2024 - Aug 23, 2024 | -4.85% Jul 31, 2024 - Aug 23, 2024 |
| #10 | -4.86% Jun 4, 2021 - Aug 10, 2021 | -4.74% Sep 2, 2021 - Nov 3, 2021 |
| #11 | -4.61% Oct 27, 2025 - Nov 28, 2025 | -4.57% Mar 15, 2021 - Apr 15, 2021 |
| #12 | -4.58% Aug 27, 2021 - Oct 20, 2021 | -4.28% Jun 11, 2021 - Aug 30, 2021 |
| #13 | -4.36% Jan 20, 2021 - Feb 5, 2021 | -4.22% Apr 26, 2021 - Jun 8, 2021 |
| #14 | -3.63% Sep 25, 2019 - Oct 21, 2019 | -3.82% May 6, 2019 - Jun 19, 2019 |
| #15 | -3.44% Jan 17, 2020 - Feb 11, 2020 | -3.43% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between REVS and SMMV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2016 - 2026)
REVS vs SMMV dividend yield comparison.
| Year | REVS | SMMV |
|---|---|---|
| 2026 | 0.00% | 0.47% |
| 2025 | 2.13% | 1.77% |
| 2024 | 1.89% | 1.76% |
| 2023 | 2.49% | 2.30% |
| 2022 | 2.46% | 1.67% |
| 2021 | 1.18% | 1.08% |
| 2020 | 27.75% | 1.39% |
| 2019 | 0.70% | 1.64% |
| 2018 | 0.00% | 1.72% |
| 2017 | 0.00% | 1.63% |
| 2016 | 0.00% | 0.79% |
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