RECS vs. SCHG
Compare and contrast key facts about Columbia Research Enhanced Core ETF (RECS) and Schwab U.S. Large-Cap Growth ETF (SCHG).
RECS and SCHG 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. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009. Both RECS and SCHG 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 SCHG.
Correlation
The correlation between RECS and SCHG is 0.85, 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.
Performance
RECS vs. SCHG - Performance Comparison
Key characteristics
RECS:
1.89
SCHG:
1.60
RECS:
2.54
SCHG:
2.15
RECS:
1.35
SCHG:
1.29
RECS:
2.91
SCHG:
2.34
RECS:
11.84
SCHG:
8.82
RECS:
1.96%
SCHG:
3.27%
RECS:
12.32%
SCHG:
18.06%
RECS:
-34.29%
SCHG:
-34.59%
RECS:
-0.93%
SCHG:
-1.44%
Returns By Period
In the year-to-date period, RECS achieves a 3.12% return, which is significantly higher than SCHG's 2.91% return.
RECS
3.12%
3.87%
13.82%
22.43%
15.10%
N/A
SCHG
2.91%
3.50%
19.31%
27.38%
18.53%
16.58%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RECS vs. SCHG - Expense Ratio Comparison
RECS has a 0.15% expense ratio, which is higher than SCHG's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
RECS vs. SCHG — Risk-Adjusted Performance Rank
RECS
SCHG
RECS vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Research Enhanced Core ETF (RECS) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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. SCHG - Dividend Comparison
RECS's dividend yield for the trailing twelve months is around 1.06%, more than SCHG's 0.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RECS Columbia Research Enhanced Core ETF | 1.06% | 1.09% | 1.00% | 1.41% | 20.65% | 1.09% | 0.49% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.39% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
RECS vs. SCHG - Drawdown Comparison
The maximum RECS drawdown since its inception was -34.29%, roughly equal to the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for RECS and SCHG. For additional features, visit the drawdowns tool.
Volatility
RECS vs. SCHG - Volatility Comparison
The current volatility for Columbia Research Enhanced Core ETF (RECS) is 3.87%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.92%. This indicates that RECS experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.