RESM - ETF AI Analysis
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Columbia Research Enhanced Small Cap ETF (RESM)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the last few months, indicating solid recent momentum.
Solid Top Holdings
Many of the largest positions, including companies in technology, health care, and financials, have delivered strong year-to-date performance that supports the fund’s returns.
Broad Sector Diversification
The fund is spread across many sectors such as health care, technology, financials, industrials, and real estate, which helps reduce the impact if any single industry struggles.
Negative Factors
Small Asset Base
The ETF manages a relatively small amount of assets, which can make it more vulnerable to large investor inflows or outflows and may affect trading liquidity.
High U.S. Concentration
With almost all of its holdings in U.S. companies, the fund offers very limited international diversification and is heavily tied to the U.S. market.
Moderate Expense Ratio
The fund’s fees are not extremely high but are also not among the lowest, meaning a modest portion of returns goes toward covering costs each year.
RESM vs. SPDR S&P 500 ETF (SPY)
AUM5.79M
RegionNorth America
Expense Ratio0.32%
Beta0.71
IssuerColumbia
Inception DateDec 11, 2025
Dividend Yield0.08%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,037
30 Day Avg. Volume1,561
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
30.48Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1018
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RESM Summary
The Columbia Research Enhanced Small Cap ETF (RESM) focuses on smaller U.S. companies, aiming for long-term growth by using research to pick promising stocks rather than tracking a specific index. It spreads investments across many sectors like health care, technology, and financials, and holds companies such as UMB Financial and JFrog. Someone might invest in RESM to tap into the growth potential of emerging businesses while adding diversification beyond large, well-known firms. A key risk is that small-cap stocks can be more volatile, so the ETF’s value can go up and down more sharply with the market.
How much will it cost me?This ETF has an expense ratio of 0.32%, which means you’ll pay about $3.20 per year for every $1,000 invested. That’s a bit higher than the average index ETF because it’s actively managed using research-driven stock selection rather than simply tracking a basic small-cap index.
What would affect this ETF?This U.S. small-cap ETF could benefit if the American economy stays healthy, interest rates eventually ease, and demand remains strong in areas like technology, health care, and industrials, which make up a large part of its holdings. On the other hand, small-cap stocks can be hit hard by higher borrowing costs, economic slowdowns, or tighter regulations, and company-specific setbacks in key holdings like Fabrinet or Sterling Infrastructure could also weigh on performance.
RESM Top 10 Holdings
RESM leans into U.S. small caps with a noticeable tilt toward health care and tech, and a supporting cast of regional financials. Glaukos and BrightSpring Health Services have been rising on strong sales and upbeat guidance, giving the fund some healthy tailwind, while JFrog’s steady climb adds a tech-driven boost. On the flip side, Moog and ViaSat have seen more mixed, recently lagging action, occasionally tugging on returns despite solid long-term stories. With no single giant dominating, performance is driven by a diversified pack of niche U.S. players.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| JFrog | 0.59% | $33.96K | $12.21B | 111.14% | 73 Outperform | |
| Moog | 0.51% | $29.37K | $11.78B | 81.24% | 73 Outperform | |
| UMB Financial | 0.50% | $29.14K | $9.97B | 9.89% | 77 Outperform | |
| ViaSat | 0.49% | $28.55K | $9.32B | 81.20% | 56 Neutral | |
| BrightSpring Health Services, Inc. | 0.48% | $27.54K | $12.47B | 109.39% | 67 Neutral | |
| InterDigital | 0.47% | $27.24K | $8.47B | -7.08% | 76 Outperform | |
| Glaukos | 0.47% | $27.22K | $9.91B | 93.98% | 61 Neutral | |
| FirstCash | 0.47% | $27.02K | $9.38B | 37.69% | 74 Outperform | |
| Old National Bancorp Capital | 0.46% | $26.34K | $9.49B | 13.40% | 80 Outperform | |
| CareTrust REIT | 0.45% | $26.31K | $8.66B | 10.09% | 80 Outperform |
RESM Technical Analysis
Negative
―
Price Trends
23.89
Negative
23.81
Negative
22.53
Positive
Market Momentum
-0.18
Negative
41.53
Neutral
44.66
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RESM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 23.23, equal to the 50-day MA of 23.89, and equal to the 200-day MA of 22.53, indicating a neutral trend. The MACD of -0.18 indicates Negative momentum. The RSI at 41.53 is Neutral, neither overbought nor oversold. The STOCH value of 44.66 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RESM.
RESM Peer Comparison
Comparison Results
Performance Comparison
RESM
Columbia Research Enhanced Small Cap ETF
23.14
2.80
13.77%
AIMS
Acuitas Small Cap Active ETF
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RUSC
US Small Cap Equity Active ETF
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SYZ
Lazard US Systematic Small Cap Equity ETF
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ESSC
Eventide Small Cap ETF
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FTKI
First Trust Small Cap BuyWrite Income ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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