RECS vs. CGDV
Compare and contrast key facts about Columbia Research Enhanced Core ETF (RECS) and Capital Group Dividend Value ETF (CGDV).
RECS and CGDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. CGDV is an actively managed fund by Capital Group. It was launched on Feb 22, 2022.
Performance
RECS vs. CGDV - Performance Comparison
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RECS vs. CGDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
RECS Columbia Research Enhanced Core ETF | -4.55% | 19.30% | 26.27% | 23.19% | -6.98% |
CGDV Capital Group Dividend Value ETF | -2.26% | 25.50% | 20.10% | 28.81% | -2.89% |
Returns By Period
In the year-to-date period, RECS achieves a -4.55% return, which is significantly lower than CGDV's -2.26% 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%
CGDV
- 1D
- 2.88%
- 1M
- -6.44%
- YTD
- -2.26%
- 6M
- 1.93%
- 1Y
- 20.99%
- 3Y*
- 21.38%
- 5Y*
- —
- 10Y*
- —
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RECS vs. CGDV - Expense Ratio Comparison
RECS has a 0.15% expense ratio, which is lower than CGDV's 0.33% expense ratio.
Return for Risk
RECS vs. CGDV — Risk / Return Rank
RECS
CGDV
RECS vs. CGDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Research Enhanced Core ETF (RECS) and Capital Group Dividend Value ETF (CGDV). 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 | CGDV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 1.26 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.83 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.28 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 2.01 | -0.45 |
Martin ratioReturn relative to average drawdown | 7.20 | 8.64 | -1.45 |
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 | CGDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 1.26 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 1.04 | -0.70 |
Correlation
The correlation between RECS and CGDV is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RECS vs. CGDV - Dividend Comparison
RECS's dividend yield for the trailing twelve months is around 1.16%, less than CGDV's 1.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
RECS Columbia Research Enhanced Core ETF | 1.16% | 1.11% | 1.09% | 1.00% | 1.41% | 20.64% | 1.09% | 0.49% |
CGDV Capital Group Dividend Value ETF | 1.34% | 1.29% | 1.60% | 1.65% | 1.36% | 0.00% | 0.00% | 0.00% |
Drawdowns
RECS vs. CGDV - Drawdown Comparison
The maximum RECS drawdown since its inception was -34.29%, which is greater than CGDV's maximum drawdown of -21.82%. Use the drawdown chart below to compare losses from any high point for RECS and CGDV.
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Drawdown Indicators
| RECS | CGDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.29% | -21.82% | -12.47% |
Max Drawdown (1Y)Largest decline over 1 year | -12.45% | -10.91% | -1.54% |
Max Drawdown (5Y)Largest decline over 5 years | -22.08% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.29% | — | — |
Current DrawdownCurrent decline from peak | -6.34% | -7.15% | +0.81% |
Average DrawdownAverage peak-to-trough decline | -1.29% | -3.72% | +2.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.54% | +0.16% |
Volatility
RECS vs. CGDV - Volatility Comparison
The current volatility for Columbia Research Enhanced Core ETF (RECS) is 5.03%, while Capital Group Dividend Value ETF (CGDV) has a volatility of 5.60%. This indicates that RECS experiences smaller price fluctuations and is considered to be less risky than CGDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RECS | CGDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.03% | 5.60% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.27% | 9.27% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.20% | 16.77% | +1.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.40% | 15.62% | +0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 15.62% | +0.52% |