REVSColumbia Research Enhanced Value ETF
Seeks investment results that closely correspond to the performance of the Beta Advantage Research Enhanced U.S. Value Index.
By Columbia Threadneedle · Launched 2019
Annual Cost
0.19%
#838 of 5,861 · low cost
Fund Size
$310M
#1,958 of 5,861 · large
Return (1Y)Goal
+26.2%
Track Record
6 years
#1,924 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,863+28.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index enhanced
Factor
Value
Index tracked
Beta Advantage Research Enhanced US Value Index
What it actually holds
By weightConcentration
Top 10 holdings = 27.4% of fund✓ well diversified
Exxon Mobil Corp
3.5%
Procter & Gamble Co/The
3.3%
Wells Fargo & Co
3.3%
Alphabet Inc
3.3%
Cisco Systems Inc
3.0%
Alphabet Inc
2.6%
Citigroup Inc
2.3%
Pfizer Inc
2.2%
Advanced Micro Devices Inc
2.0%
Chevron Corp
1.9%
Asset allocation
Stocks
100.4%
By sector
Technology
20.2%
Financial Services
18.8%
Healthcare
12.5%
Consumer Cyclical
10.9%
Industrials
10.1%
Consumer Defensive
7.6%
Energy
5.5%
Utilities
4.0%
Other
10.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.7%Moderate
Year-on-year price swings
Max drawdown
-33.5%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.01Strong risk-adjusted returns
Sortino (3Y)
1.48Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks investment results that closely correspond to the performance of the Beta Advantage Research Enhanced U.S. Value Index.
- Strategy
- Invests primarily in U.S. large- and mid-cap value companies through a rules-based strategic beta approach, replicating the Beta Advantage Research Enhanced U.S. Value Index. The Fund is concentrated in the financial services sector and typically holds common stocks.
- Inception date
- September 25, 2019
- Fund family
- Columbia Threadneedle
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Data updated on 2026-08-04