RECSvsCPTLETF Comparison
Morningstar Capital Allocation Leaders ETF
Columbia Research Enhanced Core ETF (RECS) belongs to the US Multi-Factor segment. Morningstar Capital Allocation Leaders ETF (CPTL) is part of the segment. RECS's top 3 sector exposures are Technology, Finance and Industrials. RECS is less expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.43% for CPTL. RECS is up 8.23% year-to-date (YTD) with +$701M in YTD flows. CPTL performs better with 9.39% YTD performance, and -$11M in YTD flows. Run a side-by-side ETF comparison of RECS and CPTL below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
RECS vs CPTL performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | RECS CPTL | +3.23%+1.08% | +5.07%+4.13% | +8.23%+9.39% | +17.54%+16.47% | +71.97%+55.92% | +86.74%+57.52% |
| Flows | RECS CPTL | +$56M-$3M | +$206M-$6M | +$701M-$11M | +$2.01B-$589M | +$4.50B-$775M | +$4.70B-$576M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | RECS CPTL | +10.73%+12.21% | +12.05%+12.72% | +14.57%+14.88% | +16.57%+17.27% |
| Max drawdown | RECS CPTL | -3.45%-5.44% | -8.79%-8.57% | -18.49%-19.16% | -22.06%-25.82% |
| Max drawdown duration | RECS CPTL | 34d56d | 66d98d | 126d158d | 573d756d |
RECS | CPTL | |
Last sale 7/28/2026 at 1:30 PM | $44.52 | $47.43 |
| Previous close 07/27/2026 | $44.16 | $47.31 |
| Consolidated volume 07/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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RECS | CPTL | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
RECS | CPTL | |
|---|---|---|
| Last price | $44.52 | $47.43 |
| 1D performance | +0.82% | +0.25% |
| AuM | $5.92 B | $114.47 M |
| E/R | 0.15% | 0.43% |
RECS | CPTL | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Columbia Threadneedle Investments | Global X |
| Benchmark | Beta Advantage Research Enhanced U.S. Equity Index | Morningstar US Capital Allocation Leaders Index |
| N° of holdings | 444 | - |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 25, 2019 | July 11, 2016 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
