Skip to content
Beacon

REVSColumbia Research Enhanced Value ETF

Grow my money#649 of 2944 for Grow my money

Seeks investment results that closely correspond to the performance of the Beta Advantage Research Enhanced U.S. Value Index.

Columbia Threadneedle · Since 2019 (6 years)

Annual Cost

0.19%

#793 out of 5,332 ETFs

Fund Size

$245M

#1960 out of 5,332 ETFs

Dividend Yield

1.05%

Track Record

6 years

#2000 out of 5,332 ETFs

Performance

1 Year

+28.9%

3 Years

+18.4%

5 Years

+11.6%

What's inside

Asset class
Strategy
index tracking
Cap
multi cap
Factor
multifactor

Asset allocation

Stocks
99.7%
Bonds
0.3%

Sector breakdown

Financial Services
20.7%
Technology
12.3%
Healthcare
12.2%
Industrials
12.1%
Communication
8.4%
Consumer Cyclical
7.6%
Consumer Defensive
7.5%
Energy
6.5%
Other
12.7%

Top holdings

Wells Fargo & CoWFC3.8%
Procter & Gamble CoPG3.6%
Exxon Mobil CorpXOM3.3%
Alphabet Inc Class AGOOGL3.0%
Cisco Systems IncCSCO2.7%
Alphabet Inc Class CGOOG2.4%
Pfizer IncPFE2.3%
Citigroup IncC2.2%
S&P Global IncSPGI2.1%
Charles Schwab CorpSCHW2.1%

Risk profile

Volatility (1Y)

12.0%

Moderate

Max drawdown

-37.9%

Worst peak-to-trough loss

Sharpe (3Y)

1.06

Excellent risk-adjusted returns

Sortino (3Y)

1.57

Good downside protection

Similar ETFs

Data updated on 2026-05-05