RECS vs. AIVSX
Compare and contrast key facts about Columbia Research Enhanced Core ETF (RECS) and American Funds Investment Company of America Class A (AIVSX).
RECS is a passively managed fund by Ameriprise Financial that tracks the performance of the Beta Advantage Research Enhanced U.S. Equity Index. It was launched on Sep 25, 2019. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
RECS vs. AIVSX - Performance Comparison
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RECS vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RECS Columbia Research Enhanced Core ETF | -4.55% | 19.30% | 26.27% | 23.19% | -14.39% | 32.73% | 15.35% | -0.93% | 0.00% | 0.00% |
AIVSX American Funds Investment Company of America Class A | -7.68% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 19.54% |
Returns By Period
In the year-to-date period, RECS achieves a -4.55% return, which is significantly higher than AIVSX's -7.68% return. Over the past 10 years, RECS has underperformed AIVSX with an annualized return of 8.68%, while AIVSX has yielded a comparatively higher 12.54% annualized return.
RECS
- 1D
- 2.71%
- 1M
- -4.67%
- YTD
- -4.55%
- 6M
- -2.31%
- 1Y
- 18.70%
- 3Y*
- 18.78%
- 5Y*
- 12.91%
- 10Y*
- 8.68%
AIVSX
- 1D
- -0.31%
- 1M
- -8.80%
- YTD
- -7.68%
- 6M
- -5.63%
- 1Y
- 14.65%
- 3Y*
- 18.86%
- 5Y*
- 12.03%
- 10Y*
- 12.54%
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RECS vs. AIVSX - Expense Ratio Comparison
RECS has a 0.15% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
RECS vs. AIVSX — Risk / Return Rank
RECS
AIVSX
RECS vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Research Enhanced Core ETF (RECS) and American Funds Investment Company of America Class A (AIVSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| RECS | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.87 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.35 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.20 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.18 | +0.38 |
Martin ratioReturn relative to average drawdown | 7.20 | 5.00 | +2.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RECS | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.87 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.76 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.76 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.67 | -0.33 |
Correlation
The correlation between RECS and AIVSX is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
RECS vs. AIVSX - Dividend Comparison
RECS's dividend yield for the trailing twelve months is around 1.16%, less than AIVSX's 11.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RECS Columbia Research Enhanced Core ETF | 1.16% | 1.11% | 1.09% | 1.00% | 1.41% | 20.64% | 1.09% | 0.49% | 0.00% | 0.00% | 0.00% | 0.00% |
AIVSX American Funds Investment Company of America Class A | 11.51% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
RECS vs. AIVSX - Drawdown Comparison
The maximum RECS drawdown since its inception was -34.29%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for RECS and AIVSX.
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Drawdown Indicators
| RECS | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.29% | -50.90% | +16.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.45% | -10.76% | -1.69% |
Max Drawdown (5Y)Largest decline over 5 years | -22.08% | -24.31% | +2.23% |
Max Drawdown (10Y)Largest decline over 10 years | -34.29% | -31.09% | -3.20% |
Current DrawdownCurrent decline from peak | -6.34% | -10.08% | +3.74% |
Average DrawdownAverage peak-to-trough decline | -1.29% | -5.93% | +4.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.54% | +0.16% |
Volatility
RECS vs. AIVSX - Volatility Comparison
Columbia Research Enhanced Core ETF (RECS) has a higher volatility of 5.03% compared to American Funds Investment Company of America Class A (AIVSX) at 4.60%. This indicates that RECS's price experiences larger fluctuations and is considered to be riskier than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RECS | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.03% | 4.60% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 9.45% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.20% | 17.34% | +0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.40% | 15.91% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 16.52% | -0.38% |