AAII ETF Evaluator

ETF Evaluator: Columbia Core Plus Bond ETF () Follow This ETF

Fixed Income
Global Asset Class
Taxable Bond
Fund Group
Intermediate Core-Plus Bond
Category
$19.675
Last Trade
(as of Aug 25)
$ 14 Mil
Share Class Assets
na
TTM Yield
$20.390 - $19.540
52-Wk High-Low Range
0.38% B
Expense Ratio
209%
Portfolio Turnover
15 (k)
Avg. Daily Trading Vol.

Best Performing in Intermediate Core-Plus Bond Over the Last Year

8.9% Infrastructure Capital Bond Income ETF (BNDS)
5.2% Monarch Ambassador Income ETF (MAMB)
4.1% SanJac Alpha Core Plus Bond ETF (SJCP)
4.1% F/m Opportunistic Income ETF (ZHOG)
3.9% PIMCO Active Bond ETF (BOND)
Data as of 7/31/2026
-1.5% F (NAV)
-1.0% A (Price)
1-Mo Return
-0.9% F (NAV)
-0.4% B (Price)
3-Mo Return
-0.3% C (NAV)
-0.1% B (Price)
YTD Return
na (NAV)
na (Price)
1-Yr Return
na (NAV)
na (Price)
3-Yr Return
na (NAV)
na (Price)
5-Yr Return
na
Category
Risk
Index
na
Total
Risk
Index

ETF Details

Fund Family
Columbia Threadneedle

Inception Date
12/11/2025

Website

Phone
800-426-3750

Primary Benchmark
Bloomberg US Agg Bond TR USD: 100%

Additional Fund Details

Columbia Core Plus Bond ETF Overview

Columbia Core Plus Bond ETF (CRXP) is an actively managed Taxable Bond Intermediate Core-Plus Bond exchange-traded fund (ETF). Columbia Threadneedle launched the ETF in 2025.

The investment seeks total return, consisting of current income and capital appreciation. The fund is an actively managed exchange-traded fund (ETF). Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds and other debt securities. The fund may invest in debt instruments issued by U.S. and non-U.S. governments, their agencies, authorities or instrumentalities, U.S. and non-U.S. corporate or other non-governmental entities, as well as mortgage- and other asset-backed securities. The fund is non-diversified.

About Columbia Core Plus Bond ETF (CRXP)

There are 4 members of the management team with an average tenure of 0.64 years: Jason Callan (2025), Gene Tannuzzo (2025), Alex Christensen (2025) and Ed Al-Hussainy (2025). Management tenure is more important for actively managed ETFs than passive index ETFs.

The ETF has 1 primary benchmark: Bloomberg US Agg Bond TR USD index with a weighting of 100%. Columbia Core Plus Bond ETF has 180 securities in its portfolio. The top 10 holdings constitute 76.6% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a nondiversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.

Columbia Core Plus Bond ETF is part of the Fixed Income global asset class and is within the Taxable Bond ETF group. Columbia Core Plus Bond ETF has 9.1% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 0.0% There is 0.0% allocated to foreign stock, and 0.3% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 83.6% (74.5% domestic bond, 9.1% foreign bond and 0.0% convertible bond). Columbia Core Plus Bond ETF has 16.0% of the portfolio in cash.

Assets Under Management

The fund has $13 million in total assets, which is below the $2 billion average for the Intermediate Core-Plus Bond category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

CRXP Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Columbia Core Plus Bond ETF expense ratio is below average compared to funds in the Intermediate Core-Plus Bond category. Columbia Core Plus Bond ETF has an expense ratio of 0.38%, which is 13% lower than its category average, making the fund expense ratio grade a B. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. Columbia Core Plus Bond ETF has a portfolio turnover rate of 209%, which indicates that it holds its assets around / 0.0 years. By way of comparison, the average portfolio turnover is 157% for the Intermediate Core-Plus Bond category.

Recently, in the month of July 2026, Columbia Core Plus Bond ETF returned -1.5%, which earned it a grade of F, as the Intermediate Core-Plus Bond category had an average return of -1.2%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.

Columbia Core Plus Bond ETF has a trailing yield of 0.00%, which is below the 4.67% category average. The fund normally distributes its income monthly and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

Columbia Core Plus Bond ETF Grades

Year to date, the ETF has returned -0.3%, 0.1 percentage points worse than the category, which translates into a grade of C.

For more ETF grades, analysis and screening tools to help your investment discovery, join AAII for a $2, full-access trial. Learn more here: https://invest.aaii.com/membership.

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CRXP Trailing NAV Total Returns Data as of 7/31/26

Last
Month
Last
Quarter
Ann'l.
1Yr
Ann'l.
3Yr
Ann'l.
5Yr
Ann'l.
10Yr
CRXP Return (NAV) -1.5% -0.9% na na na na
CRXP Return (Price) -1.0% -0.4% na na na na
NAV +/- Price Return -0.455% -0.449% na na na na
Intermediate Core-Plus Bond Avg -1.2% -0.6% 3.2% 4.6% 0.4% 2.1%
CRXP Grade (NAV) F F na na na na
+/- Category (NAV) -0.3% -0.2% na na na na
CRXP Tax-Cost Ratio na na na na na na

CRXP Annual NAV Total ReturnsData as of 7/31/26

2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
CRXP Return (NAV) -0.3% na na na na na na na na na na
CRXP Return (Price) -0.1% na na na na na na na na na na
NAV +/- Price Ret -0.697% na na na na na na na na na na
Intermediate Core-Plus Bond Avg -0.2% 7.5% 3.0% 6.6% -13.2% -0.7% 8.0% 9.8% -0.2% 4.3% 4.9%
CRXP Grade (NAV) C na na na na na na na na na na
+/- Category -0.1% na na na na na na na na na na
Risk Measures
Beta: na
R-Squared: na
Standard Deviation: na
Category Risk Index: na
Category Risk Rating:
Total Risk Index: na
Total Risk Rating:
Portfolio Characteristics
Yield: --
Total Assets: $ 14 Mil
Share Class Assets: $ 14 Mil
Turnover: 209.0%
Expense Ratio: 0.38%
Index Fund: No
Index Tracked: Bloomberg US Agg Bond TR USD
Index Weighting: 100%
Leveraged: No
Socially Responsible Fund: No
Capital Gains Distribution Frequency: Annually
Income Distribution Frequency: Monthly

Management Team

Number of Managers: 4
Longest Tenure: 0.6 years
Average Tenure: 0.6 years
Managers (Year): Callan Jason (2025), Tannuzzo Gene (2025), Christensen Alex (2025), Al-Hussainy Ed (2025)

Portfolio Composition (as of 7/31/26)

# of Holdings: 180
% in Top 10 Holdings: 76.6%
Fund is Non-Diversified: Yes
% in Foreign Issues: 9.1%
 

Portfolio Allocation

Domestic Stock: 0.0%
Foreign Stock: 0.0%
Preferred Stock: 0.3%
Domestic Bond: 74.5%
Foreign Bond: 9.1%
Convertible Bond: 0.0%
Other: 0.0%
Cash: 16.0%

Purchase Information

Legal Structure: Open Ended Investment Company
Fund Family: Columbia Threadneedle
Phone Number: 800-426-3750
Website:
Inception Date: December 11, 2025

Expenses and Fees

Expense Ratio (%): 0.38% (Rating: Below Avg)
Category Average Expense Ratio (%): 0.44%
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