RECS vs SCHB: Differences, Returns & Fees

RECS and SCHB hold 35% of their weight in the same names, and SCHB returned +16.8% over the year. Net assets: $5.8bn on Jul 31, 2026 for Columbia Research Enhanced Core ETF, and $43.3bn on May 31, 2026 for Schwab U.S. Broad Market ETF.

SCHB costs 0.12 points a year less; their one-year returns differ by 2.0 points.

RECS vs SCHB: Differences, Returns & Fees
RECSSCHB
Expense ratio0.15%0.03%
Net assets, RECS as of Jul 31, 2026 and SCHB as of May 31, 2026$5.8bn$43.3bn
Total return, 1 year+14.8%+16.8%
What it tracksBeta Advantage Research Enhanced U.S. Equity IndexDow Jones U.S. Broad Stock Market Index
Holdings in common35%
Top ten holdings, share of the fund40.4%34.9%

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

+14.8%
RECS total return, 1 year
+16.8%
SCHB total return, 1 year
0.15%
RECS expense ratio
0.03%
SCHB expense ratio

What they hold in common

By the books each fund has filed, RECS and SCHB hold 35% 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 May 31, 2026 and Jul 31, 2026.

half

35% in common

Positions both hold, largest shared weight first
Holding RECS SCHB
NVIDIA Corp 11.41% 7.02%
Apple Inc 11.50% 6.26%
Meta Platforms Inc 4.17% 1.89%
Micron Technology Inc 1.99% 1.49%
Cisco Systems Inc 1.12% 0.65%
Mastercard Inc 2.46% 0.55%
Lam Research Corp 0.74% 0.54%
AbbVie Inc 0.64% 0.53%
Applied Materials Inc 0.78% 0.49%
Palantir Technologies Inc 0.71% 0.49%
Bank of America Corp 2.09% 0.47%
Chevron Corp 1.52% 0.47%
Only in RECS
State Street Communication Services Select Sector SPDR ETF 1.85%
Vanguard Communication Services ETF 1.79%
Restaurant Brands International Inc 0.24%
Anglogold Ashanti Plc 0.21%
Fidelity MSCI Communication Services Index ETF 0.15%
Gates Industrial Corp Ltd 0.05%
JBS NV 0.05%
Fox Corp 0.05%
Only in SCHB
Microsoft Corp 4.57%
Amazon.com Inc 3.62%
Alphabet Inc 3.03%
Broadcom Inc 2.90%
Alphabet Inc 2.41%
Tesla Inc 1.68%
Eli Lilly & Co 1.20%
Berkshire Hathaway Inc 1.19%

Check overlap with more funds →

On the same fields

RECS
Columbia Research Enhanced Core ETF
SCHB
Schwab U.S. Broad Market ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index Tracks an index of US broad market
Total return, 1 year +14.8% +16.8%
Expense ratio 0.15% 0.03%
Already in the S&P 500 86.1% 88.8%
Holdings 356 2405
Net assets, RECS as of Jul 31, 2026 and SCHB as of May 31, 2026 $5.8bn $43.3bn

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

About RECS

RECS tracks an index. Over the year to Oct 9, 2026 it returned +14.8% with distributions reinvested. The prospectus expense ratio is 0.15% a year. 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%.

About SCHB

SCHB tracks an index of US broad market. Over the year to Oct 9, 2026 it returned +16.8% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings filed for May 31, 2026, 89% of the fund by weight is stocks the S&P 500 also holds, across 2,405 positions, with the top ten at 34.9%.

Questions people ask

Which returned more over the last year, RECS or SCHB?
In the year to Oct 9, 2026, with distributions reinvested, RECS returned +14.8% and SCHB +16.8%.
Which is cheaper, RECS or SCHB?
SCHB is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do RECS and SCHB overlap with the S&P 500?
By their latest filed holdings, 86% of RECS and 89% of SCHB by weight is stocks the S&P 500 already holds.
Cite this pageCitation, APA and Markdown

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

Open data

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