REVS - ETF AI Analysis
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Columbia Research Enhanced Value ETF (REVS)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and in recent months, showing positive momentum.
Leading Holdings with Strong Gains
Several of the largest positions, including Apple, Chevron, Altria, CVS Health, and others, have posted strong performance, helping drive the fund’s returns.
Low Expense Ratio
The fund’s relatively low annual fee means more of the investment returns stay in investors’ pockets compared with many higher-cost ETFs.
Negative Factors
High U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering little diversification across other global markets.
Heavy Weight in Technology and Financials
A large share of the portfolio is in technology and financial stocks, which can increase the impact if these sectors face a downturn.
Some Large Holdings Are Lagging
Key positions like Microsoft and Meta Platforms have shown weaker recent performance, which can drag on overall fund results if the trend continues.
REVS vs. SPDR S&P 500 ETF (SPY)
AUM325.56M
RegionNorth America
Expense Ratio0.19%
Beta0.74
IssuerColumbia
Inception DateSep 25, 2019
Dividend Yield1.83%
Asset ClassEquity
Index TrackedBeta Advantage Research Enhanced US Value Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume62,786
30 Day Avg. Volume36,983
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
36.96Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering303
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
REVS Summary
The Columbia Research Enhanced Value ETF (ticker: REVS) is a U.S. stock fund that follows the Beta Advantage Research Enhanced US Value Index. It focuses on large American companies that appear undervalued based on research, aiming to find solid businesses trading at attractive prices. The fund holds many well-known names, including Apple and Microsoft, along with banks, health care firms, and consumer brands. Someone might invest in REVS for diversification and long-term growth from value stocks. A key risk is that these stocks can still fall in price and will go up and down with the overall stock market.
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 leans heavily into U.S. value names, with financials and old-guard tech doing much of the heavy lifting. AMD has been the star of the show, rising sharply and giving the fund a strong tech tailwind, while Cisco and Citigroup are also pulling their weight with steady to rising performance. On the flip side, Exxon Mobil has recently been losing altitude, and Pfizer looks sluggish, tempering overall gains. With a mix of banks, energy, and Big Tech (notably Alphabet), the fund is diversified but still clearly rooted in U.S. large-cap value.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 8.57% | $28.08M | $4.79T | 50.48% | 79 Outperform | |
| Microsoft | 5.81% | $19.05M | $2.90T | -25.31% | 79 Outperform | |
| Bank of America | 3.89% | $12.76M | $437.29B | 26.64% | 72 Outperform | |
| Chevron | 2.72% | $8.90M | $384.34B | 24.76% | 71 Outperform | |
| Altria Group | 2.39% | $7.82M | $120.52B | 20.92% | 64 Neutral | |
| Meta Platforms | 2.05% | $6.70M | $1.59T | -15.21% | 76 Outperform | |
| Citigroup | 1.92% | $6.31M | $226.80B | 38.25% | 68 Neutral | |
| CVS Health | 1.77% | $5.80M | $137.90B | 81.94% | 64 Neutral | |
| TJX Companies | 1.74% | $5.69M | $171.68B | 21.56% | 79 Outperform | |
| Bristol-Myers Squibb | 1.69% | $5.53M | $124.08B | 25.68% | 78 Outperform |
REVS Technical Analysis
Positive
―
Price Trends
31.80
Positive
30.64
Positive
29.52
Positive
Market Momentum
0.30
Positive
62.25
Neutral
39.09
Neutral
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 32.34, equal to the 50-day MA of 31.80, and equal to the 200-day MA of 29.52, indicating a bullish trend. The MACD of 0.30 indicates Positive momentum. The RSI at 62.25 is Neutral, neither overbought nor oversold. The STOCH value of 39.09 is Neutral, 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
32.83
6.27
23.61%
TVAL
T. Rowe Price Value ETF
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JDVL
John Hancock Disciplined Value Select ETF
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JVAL
JPMorgan U.S. Value Factor 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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