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REVS vs SPY

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

5-Year PerformanceSPY has outperformed REVS, delivering a return of +13.0% compared to +12.3%

REVS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
REVS
$310M
Winner
SPY
$781B
Expense Ratio
REVS
0.19%
Winner
SPY
0.09%
Max Drawdown
Winner
REVS
37.85%
SPY
56.47%
Sharpe Ratio
Winner
REVS
1.72
SPY
1.25
5Y Beta
Winner
REVS
0.70
SPY
1.00
P/E Ratio
Winner
REVS
20.92
SPY
28.78
Forward P/E
Winner
REVS
15.29
SPY
21.23
5Y Dividends CAGR
REVS
-26.00%
Winner
SPY
6.00%
5Y EPS CAGR
REVS
12.25%
Winner
SPY
25.62%
Debt to Equity
REVS
59.76%
Winner
SPY
31.92%
P/S Ratio
Winner
REVS
1.43
SPY
3.76
P/B Ratio
Winner
REVS
2.98
SPY
5.64

REVS vs SPY - Holdings Comparison

REVS and SPY have 152 common holdings. Overlap is 27.24%

REVS's top 25 holdings weight is 50.65%. SPY's top 25 holdings weight is 51.74%.

RankREVSSPY
#1
APPLE INC (AAPL) - 8.63%
NVIDIA CORP (NVDA) - 7.89%
#2
MICROSOFT CORP (MSFT) - 5.91%
APPLE INC (AAPL) - 7.37%
#3
BANK OF AMERICA CORP (BAC) - 3.90%
MICROSOFT CORP (MSFT) - 4.50%
#4
CHEVRON CORP (CVX) - 2.56%
AMAZON.COM INC (AMZN) - 3.82%
#5
ALTRIA GROUP INC (MO) - 2.34%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
META PLATFORMS INC CLASS A (META) - 2.23%
BROADCOM INC (AVGO) - 2.86%
#7
CITIGROUP INC (C) - 1.97%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
CVS HEALTH CORP (CVS) - 1.74%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
TJX COMPANIES INC (TJX) - 1.69%
TESLA INC (TSLA) - 1.70%
#10
CISCO SYSTEMS INC (CSCO) - 1.67%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
BRISTOL-MYERS SQUIBB CO (BMY) - 1.63%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
CHARLES SCHWAB CORP (SCHW) - 1.62%
ELI LILLY AND CO (LLY) - 1.40%
#13
GENERAL MOTORS CO (GM) - 1.38%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
PROGRESSIVE CORP (PGR) - 1.29%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
NEXTERA ENERGY INC (NEE) - 1.28%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
ELEVANCE HEALTH INC (ELV) - 1.19%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
TARGET CORP (TGT) - 1.12%
VISA INC CLASS A (V) - 0.90%
#18
NEWMONT CORP (NEM) - 1.11%
WALMART INC (WMT) - 0.76%
#19
BANK OF NEW YORK MELLON CORP (BNY) - 1.10%
INTEL CORP (INTC) - 0.75%
#20
FORD MOTOR CO (F) - 1.09%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
ABBVIE INC (ABBV) - 1.08%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
EQUINIX INC (EQIX) - 1.05%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
CONOCOPHILLIPS (COP) - 1.03%
ABBVIE INC (ABBV) - 0.66%
#24
THE CIGNA GROUP (CI) - 1.03%
CATERPILLAR INC (CAT) - 0.65%
#25
GENERAL DYNAMICS CORP (GD) - 1.01%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings307505

REVS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
REVS
+3.12%
SPY
+0.52%
3M
Winner
REVS
+8.51%
SPY
+6.55%
6M
Winner
REVS
+12.44%
SPY
+9.76%
1Y
Winner
REVS
+25.36%
SPY
+20.32%
5Y(CAGR)
REVS
+12.34%
Winner
SPY
+13.01%
10Y(CAGR)
REVS
N/A
SPY
+15.06%
Max(CAGR)
Winner
REVS
+13.28%
SPY
+8.50%

REVS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearREVSSPY
2026+14.81%+10.11%
2025+16.91%+18.00%
2024+15.82%+25.59%
2023+13.26%+26.72%
2022-6.33%-18.64%
2021+30.07%+30.52%
2020+1.13%+17.28%
2019+7.21%+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

REVS vs SPY Drawdown Comparison

The maximum drawdown for REVS was -37.85%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.

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

The current REVS drawdown is -0.61%. The current SPY drawdown is -1.24%.

RankREVSSPY
#1-37.85%
Feb 12, 2020 - Jan 6, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-18.04%
Apr 20, 2022 - Jul 18, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-16.33%
Nov 29, 2024 - Jul 1, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-11.26%
Jul 26, 2023 - Dec 14, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.94%
Feb 9, 2026 - Apr 17, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.86%
Jan 12, 2022 - Mar 29, 2022		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.03%
Nov 12, 2021 - Dec 27, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.66%
Mar 28, 2024 - Jul 15, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.55%
Jul 30, 2024 - Aug 23, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.86%
Jun 4, 2021 - Aug 10, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.61%
Oct 27, 2025 - Nov 28, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.58%
Aug 27, 2021 - Oct 20, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.36%
Jan 20, 2021 - Feb 5, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.63%
Sep 25, 2019 - Oct 21, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.44%
Jan 17, 2020 - Feb 11, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between REVS and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

REVS vs SPY dividend yield comparison.

YearREVSSPY
20260.00%0.49%
20252.13%1.07%
20241.89%1.21%
20232.49%1.40%
20222.46%1.65%
20211.18%1.20%
202027.75%1.52%
20190.70%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%

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