Which returned more over the last year, ESGU or RECS?

In the year to Oct 9, 2026, with distributions reinvested, ESGU returned +17.3% and RECS +14.8%.

Which is cheaper, ESGU or RECS?

Neither: ESGU and RECS both charge 0.15% a year. Fees come from each fund's prospectus.

How much do ESGU and RECS overlap with the S&P 500?

By their latest filed holdings, 97% of ESGU and 86% of RECS by weight is stocks the S&P 500 already holds.

Compare their flows Ask IQ about these two funds

ESGU vs RECS: Differences, Returns & Fees

ESGU and RECS hold 36% of their weight in the same names, and ESGU returned +17.3% over the year. Net assets: $18.3bn on Oct 9, 2026 for iShares ESG Aware MSCI USA ETF, and $5.8bn on Jul 31, 2026 for Columbia Research Enhanced Core ETF.

Both cost 0.15% a year; their one-year returns differ by 2.5 points; ESGU is 3.0 times larger.

ESGU vs RECS: Differences, Returns & Fees
	ESGU	RECS
Expense ratio	0.15%	0.15%
Net assets, as of Jul 31, 2026	$17.8bn	$5.8bn
Total return, 1 year	+17.3%	+14.8%
What it tracks	MSCI USA Extended ESG Focus Index	Beta Advantage Research Enhanced U.S. Equity Index
Holdings in common	36%
Top ten holdings, share of the fund	37.8%	40.4%

Holdings in common uses holdings dated Jul 31, 2026 and Oct 9, 2026.

+17.3%

ESGU total return, 1 year

+14.8%

RECS total return, 1 year

0.15%

ESGU expense ratio

0.15%

RECS expense ratio

What they hold in common

By the books each fund has filed, ESGU and RECS hold 36% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Jul 31, 2026 and Oct 9, 2026.

50%

half

36% in common

Positions both hold, largest shared weight first

Holding ESGU RECS

NVIDIA 7.87% 11.41%

APPLE 7.25% 11.50%

META PLATFORMS CLASS A 2.16% 4.17%

MICRON TECHNOLOGY 1.69% 1.99%

CISCO SYSTEMS INC 0.75% 1.12%

LAM RESEARCH 0.73% 0.74%

MASTERCARD CLASS A 0.66% 2.46%

ABBVIE 0.81% 0.64%

PALO ALTO NETWORKS 0.61% 0.64%

PALANTIR TECHNOLOGIES CLASS A 0.55% 0.71%

BANK OF NEW YORK MELLON CORP 0.40% 0.56%

BANK OF AMERICA 0.38% 2.09%

Only in ESGU

MICROSOFT 5.67%

AMAZON.COM INC 3.69%

ALPHABET CLASS C 3.50%

BROADCOM INC 2.46%

ALPHABET CLASS A 1.93%

TESLA INC 1.60%

ADVANCED MICRO DEVICES 1.50%

ELI LILLY 1.37%

Only in RECS

State Street Communication Services Select Sector SPDR ETF 1.85%

Vanguard Communication Services ETF 1.79%

TJX Cos Inc/The 1.60%

Altria Group Inc 1.25%

CVS Health Corp 1.09%

Charles Schwab Corp/The 0.89%

Applied Materials Inc 0.78%

Ross Stores Inc 0.73%

Check overlap with more funds →

On the same fields

ESGU

iShares ESG Aware MSCI USA ETF

RECS

Columbia Research Enhanced Core ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Columbia

What it is Tracks an index Tracks an index

Total return, 1 year +17.3% +14.8%

Expense ratio 0.15% 0.15%

Already in the S&P 500 97.4% 86.1%

Holdings 269 356

Net assets, ESGU as of Oct 9, 2026 and RECS as of Jul 31, 2026 $18.3bn $5.8bn

ESGU and RECS on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About ESGU

ESGU tracks an index. Over the year to Oct 9, 2026 it returned +17.3% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 9, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 269 positions, with the top ten at 37.8%.

About RECS

RECS tracks an index. Over the year to Oct 9, 2026 it returned +14.8% with distributions reinvested. By its holdings filed for Jul 31, 2026, 86% of the fund by weight is stocks the S&P 500 also holds, across 356 positions, with the top ten at 40.4%.

Questions people ask

Which returned more over the last year, ESGU or RECS?: In the year to Oct 9, 2026, with distributions reinvested, ESGU returned +17.3% and RECS +14.8%.
Which is cheaper, ESGU or RECS?: Neither: ESGU and RECS both charge 0.15% a year. Fees come from each fund's prospectus.
How much do ESGU and RECS overlap with the S&P 500?: By their latest filed holdings, 97% of ESGU and 86% of RECS by weight is stocks the S&P 500 already holds.

Other comparisons

ESGU vs SCHK ESGU vs USMC ESGU vs VTHR ESGU vs OMFL IVV vs RECS RECS vs VOO RECS vs SPHQ MTUM vs RECS

ESGU on its own →RECS on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

ESGU filings on SEC EDGAR ↗ESGU prospectus with the expense ratio (SEC) ↗iShares page for ESGU ↗RECS filings on SEC EDGAR ↗RECS prospectus with the expense ratio (SEC) ↗Columbia website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, ESGU against RECS, data as of Oct 9, 2026. https://etfiq.com/compare/any/esgu-vs-recs

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.