CRUX
Columbia Core Bond ETF
7월 27일 4:00 PM ET (한국 7/28 05:00)
$29.57
+0.08 ▲ +0.27%
CRUX ETF is analyzed across 10 metrics including expense ratio, holdings, sector allocation, dividends, RSI, and MACD.
Total Expense Ratio
0.32%
Annual operating cost
Net Assets (AUM)
$2.1B
약 3조원
Holdings
473 items
Dividend Yield
1.40%
Management Style
Active
| Category | Bonds - Broad Market | Asset Type | Bonds | Return% 1Y | - | Total Holdings | 473 | Perf Week | -0.44% |
| ETF Type | US Bonds | Active/Passive | Active | Return% 3Y | - | AUM | $2.1B | Perf Month | -1.55% |
| Expense | 0.32% | NAV | $29.47 | Return% 5Y | - | 52W High | -4.12% | Perf Quarter | -2.05% |
| Dividend TTM | $0.41 (1.4%) | Div Gr. 3/5Y | - | Return% 10Y | - | 52W Low | 0.31% | Perf Half Y | - |
| Flows% 1M | -1.65% | Flows% YTD | 57.77% | Return% SI | -1.29% | Volatility(W/M) | 0.22% 0.22% | Perf YTD | -1.79% |
| SMA20 | -0.48% | SMA50 | -0.71% | SMA200 | -1.1% | RSI (14) | 39.57 | Beta | - |
| IPO | 2026/3/16 | Prev Close | $29.49 | Perf Year | - | Avg Volume | 0.34M | Price | $29.57 |
Columbia Core Bond ETF (CRUX) Investment Analysis
ETF Overview
Columbia Core Bond ETF · Bonds - Broad Market
채권형 — 채권 ETF (만기 미상)
Columbia Core Bond ETF는 투자등급 채권으로 구성된 분산 포트폴리오 투자를 통해 현재 수익과 자본이득의 조합으로 총수익 극대화를 추구하는 액티브 운용 채권형 전략입니다. 펀더멘털·리서치 중심의 종목 선정과 섹터 배분 방식을 사용하며, 벤치마크에 준하는 위험 프로파일을 유지하면서 미국 채권시장 전반을 상회하는 성과를 목표로 합니다.
📘 CRUX ETF 자세히 알아보기 →U.S.fixed-incomebondscorporate-bonds
- 규모
- $2.1B 약 3조원
- 운용사
- Columbia
- 운용 방식
- 액티브 (운용사 재량)
- 상장일
- 2026년
Cost Efficiency
Annual Expense Ratio · Category Rank · Long-Term Cost Impact
Average expense ratio — 0.32% annually
Mid-range within the Bonds - Broad Market category.
Effective Annual Expense Ratio (Net Expense Ratio)
평균권0.32%
My positionMid-range
Low range Average High range
Actual Cost Simulation by Investment Amount
$100.0M
Annual Expense Ratio
$320K
Save $40K per year vs. category average
Category Median Annual Cost
$360K
Based on expense ratio of 0.36%
10-Year Cumulative Expense Ratio (Long-term simulation assuming 7% annual market growth)
$5.8M
6.0% of returns you could have earned goes to the fund manager due to fees
Because the expense ratio takes a slice of your assets every year, costs compound over 10 years and result in far greater losses than a simple sum (annual fee × 10). The 7% annual return assumption is based on the S&P 500's long-term average.
Defaults shown against $100K baseline portfolio. Adjust the slider to update the amount in real time.
Cheaper alternatives in the same category
BND
Vanguard Total Bond Market ETF
0.03%
-0.29%p annually
AGG
iShares Core U.S. Aggregate Bond ETF
0.03%
-0.29%p annually
BSV
Vanguard Short-Term Bond ETF
0.03%
-0.29%p annually
* A lower fee does not necessarily mean a better ETF. Consider the tracked index, liquidity, and tax treatment as well.
Long-Term Performance
1-year · 3-year · 5-year · 10-year returns · vs. benchmark · drawdown defense
Insufficient return data
Insufficient return data
This ETF is either too recently listed or does not yet have enough disclosed return data. Please refer to ETFs that have been operating for more than one year.
Risk Profile
Volatility · Beta · Max Drawdown · Sharpe · Drawdown Recovery History
Overall Risk Grade
Bond Benchmark
Bond ETFs are naturally less volatile than stocks, so it only makes sense to compare them with other bond ETFs. You should also factor in the inverse relationship between interest rates and bond prices.
🏦 Bond ETFs — Low volatility and low Beta are the norm
Bonds have far lower volatility than stocks, and a lower Beta versus equity benchmarks. An "stable" rating is the natural result; meaningful comparison should be made against bond indices (e.g., AGG/TLT).
Average daily range (last 1 month)
평균권±0.22%
S&P 500 typically ±1.0~1.3% · Bond funds ±0.3% · Leveraged ETFs ±3% or more
Annual volatility trend (past 10 years)
ℹ️ This ETF's average daily price swing. 1% means "on average, moves about ±1% per day." The rolling curve below shows the annualized volatility (long-term standard measure) over time.
Max Drawdown · Past 10 years
-2.1%
2026-03-16 Worst -5% 2026-07-01
ℹ️ Maximum drawdown is the largest peak-to-trough decline in the past. It represents the worst-case loss a long-term investor must psychologically endure.
Sharpe Ratio (Risk-Adjusted Return)
-1.58
Poor — Underperforms the risk-free rate
ℹ️ Annualized return minus the risk-free rate (3% annualized), divided by annualized volatility. A value above 1.0 is generally considered good risk-adjusted performance.
Dividend Analysis
Yield · Dividend history · After-tax income calculator
Bond distribution — 1.40% annually
Coupon interest is the primary source.
Bond ETF distributions are mostly coupon income. Distributions may rise when interest rates increase, but this should be considered alongside the resulting price decline.
배당수익률
1.40%
주당 배당
$0.41
연간 기준
5년 성장률
-
지급 주기
연배당
4월
💰 내가 $100K 투자한다면
연간 배당금 (세후) $1K
5년 누적 (세후) $6K
* 환율 1 가정, 배당소득세 15% 반영. 5년 누적은 배당 성장률 연 0% 가정.
* Qualified dividend middle-bracket approximation. Actual rate varies by total income.
Overall investment appeal
What this ETF fits best — strengths, weaknesses, and target investor profile
An average ETF No standout strengths or weaknesses — pretty run-of-the-mill.
🎯 목적별 적합도
내가 이 ETF를 어떤 목적으로 활용할 수 있는지 확인하세요.
보통
적합
매우 낮음
매우 적합
이런 분에게 어울려요
Investors seeking portfolio stability
✅ 강점
뚜렷한 강점이 드러나지 않아요.
⚠️ 약점·주의사항
특별한 약점이 보이지 않아요.
Portfolio Composition
What's actually inside — sector weights and top holdings
채권 포트폴리오
주식과 달리 "섹터 = 만기·신용등급"으로 해석해야 해요.
ℹ️ 왜 구성을 봐야 하나요?
ETF의 실제 성과는 담고 있는 종목과 섹터에서 나와요. 이름이 "S&P 500"이라도 기술주 비중이 유난히 높을 수 있고, "배당주 ETF"라도 몇몇 대형주에 쏠려 있을 수 있어요. 라벨보다 실제 구성을 확인하는 게 중요해요.
🔬 집중도 한눈에 보기
총 보유종목
493개
상위 10개 비중
30.3%
최대 단일 종목
10.20%
집중도(HHI)
196
낮음 (분산)
🥧 섹터 비중
Financial 6.0%
Industrials 3.1%
Healthcare 2.6%
Communication Services 2.1%
Technology 1.2%
Utilities 0.7%
Consumer Defensive 0.6%
Consumer Cyclical 0.4%
Energy 0.2%
📋 상위 보유 종목 Top 10 Top 10이 전체의 30.3% 차지
티커 옆의 점 색상 = 섹터 구분 (섹터 차트와 동일 색상)
#2 - UMBS, TBA 3.56%
#3 - UMBS, TBA 3.37%
#4 - UMBS, TBA 2.79%
#5 - UMBS, TBA 1.99%
#6 - Fannie Mae 1.98%
#7 - Freddie Mac 1.71%
#8 - UMBS, TBA 1.68%
#9 - Fannie Mae 1.56%
#10 - Fannie Mae 1.43%
Category Peers
Category: Bonds - Broad Market
같은 카테고리 6종 중 AUM 6/6위 · 보수율 5/6위
카테고리: Bonds - Broad Market
ℹ️ 왜 비교해야 하나요?
같은 카테고리 ETF끼리는 보수율·규모(AUM)·배당률을 비교해 볼 가치가 있어요. 보수율은 낮을수록 장기 수익에 유리하고, AUM이 크면 운용 안정성이 높아요. ▲ 표시는 CRUX보다 유리, ▼ 표시는 CRUX보다 불리를 뜻해요.
| 티커 | ETF명 | 보수율 | AUM | 보유종목 | 배당률 | YTD | 1년 |
|---|---|---|---|---|---|---|---|
| CRUX | Columbia Core Bond ETF | 0.32% | $2.1B | 473 | 1.40% | -1.79% | - |
| Vanguard Total Bond Market ETF | 0.03% ▲ | $160.5B ▲ | 17416 | 4.01% ▲ | - | -0.90% | |
| iShares Core U.S. Aggregate Bond ETF | 0.03% ▲ | $137.5B ▲ | 13300 | 4.03% ▲ | - | -0.77% | |
| Fidelity Total Bond ETF | 0.36% ▼ | $27.1B ▲ | 4711 | 4.73% ▲ | - | -1.21% | |
| iShares International Aggregate Bond Fund | 0.07% ▲ | $10.9B ▲ | 8178 | 4.52% ▲ | - | -2.22% | |
| Schwab US Aggregate Bond ETF | 0.03% ▲ | $10.5B ▲ | 12388 | 4.17% ▲ | - | -1.04% |
AUM 내림차순 정렬 · ▲ CRUX보다 유리 · ▼ CRUX보다 불리
Leveraged & Covered Call ETFs on the Same Theme
ETFs that approach the same theme with a different strategy
9 ETFs tracking the same theme as CRUX using leveraged or covered call strategies (Leverage 2 · Inverse 3 · Covered Call 4)
Not direct derivatives of CRUX, but ETFs that cover the same theme via a different strategy.
ℹ️ Which ETFs are included?
Among ETFs whose theme (category or sector) overlaps with CRUX, some use special strategies. Leveraged ETFs aim for 2–3× the daily move, Inverse ETFs seek opposite-direction returns, and Covered Call ETFs generate monthly income from option premiums.
⚠️ Caution: Long-Term Holding
Leveraged and inverse ETFs track only the daily return. With high volatility, holding them for longer periods causes cumulative volatility decay—returns diverge further from the underlying index. They are meant for short-term trading.
Leverage 2 ETFs that amplify the same theme by 2-3x (high volatility)
Inverse 3 ETFs that bet on declines in the same theme
Covered Call & Options 4 ETFs that add a monthly dividend via covered calls on the same theme
FAQ
What kind of ETF is CRUX?
CRUX is an ETF in the Bonds - Broad Market category, managed by Columbia.
How many holdings does CRUX have?
CRUX holds a total of 473 securities, with an AUM of approximately $2.1B.
Does CRUX pay dividends (distributions)?
CRUX's distribution yield is approximately 1.40%.
What is the 52-week high and low for CRUX?
CRUX has recorded a 52-week high of $30.84 and a low of $29.48.
면책조항: 본 콘텐츠는 참고 자료이며 투자 권유가 아닙니다. 모든 투자의 책임은 투자자 본인에게 있습니다.