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

In the year to Oct 9, 2026, with distributions reinvested, RECS returned +14.8% and USMV +7.5%.

Which is cheaper, RECS or USMV?

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

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

By their latest filed holdings, 86% of RECS and 93% of USMV by weight is stocks the S&P 500 already holds.

Compare their flows Ask IQ about these two funds

RECS vs USMV: Differences, Returns & Fees

RECS and USMV hold 19% of their weight in the same names, and RECS returned +14.8% over the year. Net assets: $5.8bn on Jul 31, 2026 for Columbia Research Enhanced Core ETF, and $23.8bn on Oct 9, 2026 for iShares MSCI USA Min Vol Factor ETF.

Both cost 0.15% a year; their one-year returns differ by 7.3 points; USMV is 4.0 times larger.

RECS vs USMV: Differences, Returns & Fees
	RECS	USMV
Expense ratio	0.15%	0.15%
Net assets, as of Jul 31, 2026	$5.8bn	$23.6bn
Total return, 1 year	+14.8%	+7.5%
What it tracks	Beta Advantage Research Enhanced U.S. Equity Index	MSCI USA Minimum Volatility (USD) Index
Holdings in common	19%
Top ten holdings, share of the fund	40.4%	15.1%

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

+14.8%

RECS total return, 1 year

+7.5%

USMV total return, 1 year

0.15%

RECS expense ratio

0.15%

USMV expense ratio

What they hold in common

By the books each fund has filed, RECS and USMV hold 19% 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

19% in common

Positions both hold, largest shared weight first

Holding RECS USMV

NVIDIA Corp 11.41% 1.59%

Mastercard Inc 2.46% 1.27%

Cisco Systems Inc 1.12% 1.47%

Apple Inc 11.50% 0.96%

Micron Technology Inc 1.99% 0.79%

Colgate-Palmolive Co 0.79% 0.87%

Palantir Technologies Inc 0.71% 1.16%

Progressive Corp/The 0.66% 0.69%

AbbVie Inc 0.64% 0.78%

Palo Alto Networks Inc 0.64% 0.78%

Chevron Corp 1.52% 0.61%

ConocoPhillips 0.61% 0.61%

Only in RECS

Bank of America Corp 2.09%

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%

Bristol-Myers Squibb Co 1.16%

Citigroup Inc 1.13%

CVS Health Corp 1.09%

Only in USMV

MICROSOFT 1.66%

EXXONMOBIL HOLDINGS CORP 1.49%

CHUBB 1.47%

BERKSHIRE HATHAWAY INC CLASS B 1.46%

JOHNSON & JOHNSON 1.44%

MERCK & CO INC 1.44%

WELLTOWER 1.44%

MCKESSON CORP 1.42%

Check overlap with more funds →

On the same fields

RECS

Columbia Research Enhanced Core ETF

USMV

iShares MSCI USA Min Vol Factor ETF

Where it sits Stock ETF Stock ETF

Issuer Columbia iShares

What it is Tracks an index Tracks the MSCI USA Min Vol Factor

Total return, 1 year +14.8% +7.5%

Expense ratio 0.15% 0.15%

Already in the S&P 500 86.1% 93.0%

Holdings 356 176

Net assets, RECS as of Jul 31, 2026 and USMV as of Oct 9, 2026 $5.8bn $23.8bn

RECS and USMV 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 USMV

USMV tracks the MSCI USA Min Vol Factor. Over the year to Oct 9, 2026 it returned +7.5% with distributions reinvested. By its holdings published by its issuer for Oct 9, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 176 positions, with the top ten at 15.1%.

Questions people ask

Which returned more over the last year, RECS or USMV?: In the year to Oct 9, 2026, with distributions reinvested, RECS returned +14.8% and USMV +7.5%.
Which is cheaper, RECS or USMV?: Neither: RECS and USMV both charge 0.15% a year. Fees come from each fund's prospectus.
How much do RECS and USMV overlap with the S&P 500?: By their latest filed holdings, 86% of RECS and 93% of USMV by weight is stocks the S&P 500 already holds.

Other comparisons

RECS vs SPMO RECS vs SPHQ ESGU vs RECS DGRW vs RECS DSI vs USMV FELC vs USMV IOO vs USMV BBUS vs USMV

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

Where these figures came from

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

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

Open data

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