INEQ vs REFA

Columbia International Equity Income ETF against Columbia Research Enhanced International Equity ETF: cost, size, returns, what they hold and how much of it is the same.

Overlap by weight
20%
45 shared positions
Fee gap
13 bp
REFA is cheaper
1-year return gap
—
Larger fund
INEQ
$98M

Side by side

INEQREFA
FundColumbia International Equity Income ETFColumbia Research Enhanced International Equity ETF
IssuerColumbiaColumbia
CategoryDeveloped ex-USDeveloped ex-US
Expense ratio0.45%0.32%
Assets$98M$5.6M
Average daily dollar volume$639K$902
ListedJun 13, 2016Dec 11, 2025
FrenzyCap score5045
1-month return−5.5%−1.4%
3-month return−0.3%+1.9%
Year to date+5.0%+11.7%
1-year return+4.1%—
30-day volatility14.1%12.4%
Worst drawdown, 1 year−9.6%−11.2%
Trailing 12-month yield10.27%0.03%
Holdings101212
Top 10 weight40.2%25.9%
Look-through P/E——
Holdings vs fair value——
Holdings above 200-day average——
Net flow, latest 3 reported months+$20M thru Jul 2026$0 thru Jun 2026
30-day implied volatility——
Holdings as ofas of Apr 30, 2026SEC filingas of Jun 30, 2026SEC filing

Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.

Largest shared holdings

59% of INEQ · 20% of REFA
HoldingINEQREFA
BHP Group Ltd4.86%2.92%
Shell PLC5.25%1.51%
Deutsche Telekom AG3.85%1.18%
Vinci SA2.86%0.98%
Swedbank AB1.31%0.83%
KDDI Corp1.77%0.81%
Deutsche Post AG2.06%0.79%
UniCredit SpA4.06%0.76%
Daiichi Life Group Inc1.20%0.68%
Holcim AG1.70%0.64%
Mercedes-Benz Group AG1.71%0.61%
Hoya Corp2.37%0.57%
Bank Hapoalim BM1.32%0.52%
Origin Energy Ltd0.56%0.49%
Bridgestone Corp0.80%0.48%
NatWest Group PLC2.36%0.47%
GSK PLC3.94%0.46%
Otsuka Holdings Co Ltd1.17%0.35%
Standard Chartered PLC1.71%0.34%
Koninklijke Ahold Delhaize NV1.59%0.32%
CK Hutchison Holdings Ltd0.84%0.30%
Fortescue Ltd1.46%0.30%
Heidelberg Materials AG1.03%0.30%
Yangzijiang Shipbuilding Holdings Ltd0.34%0.30%
Evolution Mining Ltd0.65%0.23%

Sector mix of the stock holdings

No sector breakdown: these funds hold few classified stocks.

More: full overlap table · INEQ holdings · REFA holdings

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.