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Upturn AI SWOT - About
Columbia Research Enhanced Value ETF (REVS)
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Upturn Advisory Summary
10/24/2025: REVS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 22.37% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.88 | 52 Weeks Range 21.79 - 26.54 | Updated Date 06/30/2025 |
52 Weeks Range 21.79 - 26.54 | Updated Date 06/30/2025 |
Upturn AI SWOT
Columbia Research Enhanced Value ETF
ETF Overview
Overview
The Columbia Research Enhanced Value ETF (RCV) seeks to provide investment results that, before fees and expenses, correspond to the investment performance of the Beta Advantageu00ae U.S. Large Cap Value Index. It invests in large-cap U.S. value stocks, utilizing a rules-based approach to enhance returns.
Reputation and Reliability
Columbia Threadneedle Investments is a well-established global asset manager with a long history in the financial industry.
Management Expertise
Columbia Threadneedle has experienced portfolio managers and research teams focused on quantitative and fundamental analysis.
Investment Objective
Goal
To provide investment results that correspond to the investment performance of the Beta Advantageu00ae U.S. Large Cap Value Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Beta Advantageu00ae U.S. Large Cap Value Index, a rules-based index that selects and weights stocks based on value and momentum factors.
Composition The ETF holds a diversified portfolio of large-cap U.S. stocks identified as having value characteristics.
Market Position
Market Share: Information on RCV's market share is not readily available in aggregate form.
Total Net Assets (AUM): 94897765
Competitors
Key Competitors
- VTV
- IWD
- SCHV
Competitive Landscape
The large-cap value ETF market is highly competitive. RCV competes with larger, more established ETFs like VTV, IWD, and SCHV, which have greater liquidity and lower expense ratios. RCV differentiates itself with its specific index methodology, but this may not be enough to overcome the advantages of larger competitors.
Financial Performance
Historical Performance: Historical performance data should be sourced from official fund fact sheets and investment websites. Returns fluctuate with market conditions.
Benchmark Comparison: Comparison against the Beta Advantageu00ae U.S. Large Cap Value Index is essential to assess tracking accuracy. Data can be found on columbiathreadneedleus.com.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
RCV's average trading volume can fluctuate, but generally indicates moderate liquidity for active traders.
Bid-Ask Spread
The bid-ask spread is typically modest, reflecting sufficient trading activity but may widen during volatile market periods.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and value investing sentiment significantly impact RCV's performance.
Growth Trajectory
RCV's growth depends on the sustained performance of its underlying value stocks and investor appetite for enhanced value strategies. Changes in holdings are driven by its tracking index methodology.
Moat and Competitive Advantages
Competitive Edge
RCV's competitive advantage lies in its rules-based enhanced value strategy via the Beta Advantageu00ae U.S. Large Cap Value Index. This seeks to outperform traditional value indexes through a combination of value and momentum factors. However, investors must consider the complexity of the index and whether the expected outperformance justifies its expense ratio and tracking variance. The fund is relatively smaller than its competitors which limits its liquidity.
Risk Analysis
Volatility
RCV's volatility is typical of large-cap value stocks, reflecting market fluctuations and sensitivity to economic cycles.
Market Risk
Market risk encompasses broad economic downturns, sector-specific challenges, and potential underperformance of value stocks compared to growth stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking enhanced value exposure within a large-cap U.S. equity allocation. They understand value investing and the potential for outperformance through a rules-based strategy.
Market Risk
RCV is suitable for long-term investors and those who are seeking an alternative method of value weighting.
Summary
Columbia Research Enhanced Value ETF (RCV) offers exposure to U.S. large-cap value stocks using an enhanced, rules-based index. Its goal is to enhance return, but its success hinges on the indexu2019s ability to beat a broader market. Competitors have higher AUMs and lower expense ratios. Investors should carefully evaluate the specific methodology and assess if the fund fits their portfolio's long term objectives.
Peer Comparison
Sources and Disclaimers
Data Sources:
- columbiathreadneedleus.com
- etf.com
- Morningstar
- Seeking Alpha
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions and investment strategies can change over time.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Columbia Research Enhanced Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its assets in the securities of the index. The index reflects a rules-based strategic beta approach to investing in the companies that comprise the Russell 1000® Value Index, designed to achieve stronger total return when compared to the Russell 1000® Value Index, which is a broad measure of the performance of U.S. large- and mid-cap value companies.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.