RECS vs. CRED
Compare and contrast key facts about Columbia Research Enhanced Core ETF (RECS) and Columbia Research Enhanced Real Estate ETF (CRED).
RECS and CRED 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. CRED is a passively managed fund by Columbia that tracks the performance of the Beta Advantage Lionstone Research Enhanced REIT Index - Benchmark TR Gross. It was launched on Apr 26, 2023. Both RECS and CRED are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RECS or CRED.
Correlation
The correlation between RECS and CRED is 0.46, 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.
Performance
RECS vs. CRED - Performance Comparison
Key characteristics
RECS:
1.97
CRED:
0.64
RECS:
2.64
CRED:
0.92
RECS:
1.37
CRED:
1.12
RECS:
3.01
CRED:
0.79
RECS:
12.28
CRED:
2.08
RECS:
1.96%
CRED:
4.66%
RECS:
12.22%
CRED:
15.21%
RECS:
-34.29%
CRED:
-16.57%
RECS:
0.00%
CRED:
-8.11%
Returns By Period
In the year-to-date period, RECS achieves a 4.33% return, which is significantly higher than CRED's 0.21% return.
RECS
4.33%
2.15%
10.02%
25.36%
15.69%
N/A
CRED
0.21%
-0.17%
-0.92%
10.45%
N/A
N/A
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RECS vs. CRED - Expense Ratio Comparison
RECS has a 0.15% expense ratio, which is lower than CRED's 0.33% expense ratio.
Risk-Adjusted Performance
RECS vs. CRED — Risk-Adjusted Performance Rank
RECS
CRED
RECS vs. CRED - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Research Enhanced Core ETF (RECS) and Columbia Research Enhanced Real Estate ETF (CRED). 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.
Dividends
RECS vs. CRED - Dividend Comparison
RECS's dividend yield for the trailing twelve months is around 1.05%, less than CRED's 4.81% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|
RECS Columbia Research Enhanced Core ETF | 1.05% | 1.09% | 1.00% | 1.41% | 20.65% | 1.09% | 0.49% |
CRED Columbia Research Enhanced Real Estate ETF | 4.81% | 4.82% | 2.72% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RECS vs. CRED - Drawdown Comparison
The maximum RECS drawdown since its inception was -34.29%, which is greater than CRED's maximum drawdown of -16.57%. Use the drawdown chart below to compare losses from any high point for RECS and CRED. For additional features, visit the drawdowns tool.
Volatility
RECS vs. CRED - Volatility Comparison
The current volatility for Columbia Research Enhanced Core ETF (RECS) is 3.02%, while Columbia Research Enhanced Real Estate ETF (CRED) has a volatility of 3.79%. This indicates that RECS experiences smaller price fluctuations and is considered to be less risky than CRED based on this measure. The chart below showcases a comparison of their rolling one-month volatility.