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

In the year to Oct 9, 2026, with distributions reinvested, QUAL returned +17.1% and RECS +14.8%.

Which is cheaper, QUAL or RECS?

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

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

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

Compare their flows Ask IQ about these two funds

QUAL vs RECS: Differences, Returns & Fees

QUAL and RECS hold 28% of their weight in the same names, and QUAL returned +17.1% over the year. Net assets: $49.0bn on Oct 9, 2026 for iShares MSCI USA Quality Factor 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 2.3 points; QUAL is 8.0 times larger.

QUAL vs RECS: Differences, Returns & Fees
	QUAL	RECS
Expense ratio	0.15%	0.15%
Net assets, as of Jul 31, 2026	$46.5bn	$5.8bn
Total return, 1 year	+17.1%	+14.8%
What it tracks	MSCI USA Sector Neutral Quality Index ?	Beta Advantage Research Enhanced U.S. Equity Index
Holdings in common	28%
Top ten holdings, share of the fund	45.7%	40.4%

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

+17.1%

QUAL total return, 1 year

+14.8%

RECS total return, 1 year

0.15%

QUAL expense ratio

0.15%

RECS expense ratio

What they hold in common

By the books each fund has filed, QUAL and RECS hold 28% 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

28% in common

Positions both hold, largest shared weight first

Holding QUAL RECS

APPLE 7.03% 11.50%

NVIDIA 6.49% 11.41%

META PLATFORMS CLASS A 4.62% 4.17%

MASTERCARD CLASS A 2.28% 2.46%

AUTOMATIC DATA PROCESSING INC 1.16% 0.82%

LAM RESEARCH 3.69% 0.74%

ROSS STORES INC 1.34% 0.73%

KLA 2.57% 0.44%

ARISTA NETWORKS 1.61% 0.43%

CHARLES SCHWAB 0.43% 0.89%

PROGRESSIVE 0.39% 0.66%

ADOBE INC 0.92% 0.30%

Only in QUAL

MICROSOFT 8.01%

ELI LILLY 3.65%

TJX 3.41%

VISA CLASS A 3.24%

APPLIED MATERIAL INC 3.01%

EXXONMOBIL HOLDINGS CORP 2.31%

JOHNSON & JOHNSON 2.04%

ALPHABET CLASS A 1.97%

Only in RECS

Bank of America Corp 2.09%

Micron Technology Inc 1.99%

State Street Communication Services Select Sector SPDR ETF 1.85%

Vanguard Communication Services ETF 1.79%

TJX Cos Inc/The 1.60%

Chevron Corp 1.52%

Altria Group Inc 1.25%

Bristol-Myers Squibb Co 1.16%

Check overlap with more funds →

On the same fields

QUAL

iShares MSCI USA Quality Factor ETF

RECS

Columbia Research Enhanced Core ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Columbia

What it is Tracks the MSCI USA Quality Factor Tracks an index

Total return, 1 year +17.1% +14.8%

Expense ratio 0.15% 0.15%

Already in the S&P 500 97.2% 86.1%

Holdings 119 356

Net assets, QUAL as of Oct 9, 2026 and RECS as of Jul 31, 2026 $49.0bn $5.8bn

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

About QUAL

QUAL tracks the MSCI USA Quality Factor. Over the year to Oct 9, 2026 it returned +17.1% 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 119 positions, with the top ten at 45.7%.

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, QUAL or RECS?: In the year to Oct 9, 2026, with distributions reinvested, QUAL returned +17.1% and RECS +14.8%.
Which is cheaper, QUAL or RECS?: Neither: QUAL and RECS both charge 0.15% a year. Fees come from each fund's prospectus.
How much do QUAL and RECS overlap with the S&P 500?: By their latest filed holdings, 97% of QUAL and 86% of RECS by weight is stocks the S&P 500 already holds.

Other comparisons

QUAL vs SCHK DSI vs QUAL QUAL vs USMC QUAL vs VTHR DIA vs RECS CGDV vs RECS RECS vs VV RECS vs SCHB

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

Where these figures came from

QUAL filings on SEC EDGAR ↗QUAL prospectus with the expense ratio (SEC) ↗iShares page for QUAL ↗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, QUAL against RECS, data as of Oct 9, 2026. https://etfiq.com/compare/any/qual-vs-recs

Open data

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