REVS - ETF AI Analysis
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Columbia Research Enhanced Value ETF (REVS)
Rating:72Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The ETF spreads its investments across many sectors, which helps reduce the impact if any single industry struggles.
Strong Contribution from Key Holdings
Several of the largest positions, including major energy and technology names, have shown strong performance and support the fund’s returns.
Low Expense Ratio
The fund’s relatively low fee means more of the investment gains can stay in investors’ pockets over time.
Negative Factors
Heavy U.S. Concentration
With the vast majority of assets in U.S. companies, the fund offers limited diversification across global markets.
Exposure to Underperforming Financial Stocks
Some top financial holdings have recently shown weak performance, which can drag on the ETF’s overall results.
Value and Sector Sensitivity
As a value-focused fund with notable exposure to financials and energy, performance may be more sensitive to economic cycles and shifts in interest rates or commodity prices.
REVS vs. SPDR S&P 500 ETF (SPY)
AUM311.94M
RegionNorth America
Expense Ratio0.19%
Beta0.73
IssuerColumbia
Inception DateSep 25, 2019
Dividend Yield1.88%
Asset ClassEquity
Index TrackedBeta Advantage Research Enhanced US Value Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume38,338
30 Day Avg. Volume48,286
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
35.78Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering307
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
REVS Summary
The Columbia Research Enhanced Value ETF (REVS) tracks the Beta Advantage Research Enhanced US Value Index, focusing mainly on large U.S. companies that appear cheap compared with their business strength. It holds well-known names like Exxon Mobil and Procter & Gamble, and spreads investments across many sectors, including financials, technology, and health care. Someone might consider this ETF to add diversification and a value tilt to their portfolio, aiming for long-term growth from solid but overlooked companies. A key risk is that value stocks can stay out of favor for long periods, so the share price can go up and down with market swings.
How much will it cost me?The Columbia Research Enhanced Value ETF (REVS) has an expense ratio of 0.19%, which means you’ll pay $1.90 per year for every $1,000 invested. This is lower than average for actively managed ETFs, as it uses Columbia's research-driven approach to select value stocks while keeping costs relatively low.
What would affect this ETF?The Columbia Research Enhanced Value ETF (REVS) could benefit from a strong U.S. economy, as its focus on large-cap value stocks with solid fundamentals may attract investors seeking stability and growth. Positive trends in sectors like financials and technology, which have significant weight in the ETF, could also drive performance. However, rising interest rates or economic slowdowns could negatively impact value stocks, particularly in sectors like financials and consumer cyclical, while regulatory changes or geopolitical tensions might affect top holdings such as JPMorgan Chase and Alphabet.
REVS Top 10 Holdings
REVS is leaning heavily on a mix of U.S. tech and energy heavyweights, with Alphabet’s twin share classes and a surging AMD doing much of the heavy lifting as AI and digital advertising stay in the spotlight. Exxon and Chevron add a steady, old-school energy engine that’s still humming along. On the flip side, Wells Fargo and Procter & Gamble are losing a bit of steam, acting more like ballast than boosters. Overall, it’s a U.S.-centric value fund with a noticeable tilt toward tech, energy, and big financials.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Cisco Systems | 3.91% | $12.06M | $477.31B | 83.44% | 77 Outperform | |
| Procter & Gamble | 3.25% | $10.01M | $348.38B | -6.48% | 69 Neutral | |
| Exxon Mobil | 3.23% | $9.95M | $609.35B | 25.28% | 74 Outperform | |
| Wells Fargo | 3.18% | $9.82M | $256.23B | 14.46% | 80 Outperform | |
| Alphabet Class A | 2.95% | $9.09M | $4.35T | 108.94% | 85 Outperform | |
| Advanced Micro Devices | 2.64% | $8.14M | $834.17B | 332.99% | 73 Outperform | |
| Citigroup | 2.42% | $7.48M | $239.80B | 80.88% | 68 Neutral | |
| Alphabet Class C | 2.39% | $7.38M | $4.35T | 103.64% | 82 Outperform | |
| Pfizer | 2.13% | $6.56M | $149.38B | 7.42% | 74 Outperform | |
| CVS Health | 1.82% | $5.60M | $130.09B | 48.69% | 64 Neutral |
REVS Technical Analysis
Positive
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Price Trends
30.78
Positive
29.97
Positive
28.87
Positive
Market Momentum
0.31
Negative
65.71
Neutral
84.83
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For REVS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 31.50, equal to the 50-day MA of 30.78, and equal to the 200-day MA of 28.87, indicating a bullish trend. The MACD of 0.31 indicates Negative momentum. The RSI at 65.71 is Neutral, neither overbought nor oversold. The STOCH value of 84.83 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for REVS.
REVS Peer Comparison
Comparison Results
Performance Comparison
REVS
Columbia Research Enhanced Value ETF
32.00
7.03
28.15%
JDVL
John Hancock Disciplined Value Select ETF
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JVAL
JPMorgan U.S. Value Factor ETF
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TVAL
T. Rowe Price Value ETF
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GVUS
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF
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BASV
Brown Advisory Sustainable Value 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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