REFA vs WIMA
Columbia Research Enhanced International Equity ETF against WisdomTree International Adaptive Moving Average Fund: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
45%
150 shared positions
Fee gap
10 bp
REFA is cheaper
1-year return gap
—
Larger fund
WIMA
$68M
Side by side
| REFA | WIMA | |
|---|---|---|
| Fund | Columbia Research Enhanced International Equity ETF | WisdomTree International Adaptive Moving Average Fund |
| Issuer | Columbia | WisdomTree |
| Category | Developed ex-US | Tactical & Rotation |
| Expense ratio | 0.32% | 0.42% |
| Assets | $5.6M | $68M |
| Average daily dollar volume | $902 | $364K |
| Listed | Dec 11, 2025 | Mar 11, 2026 |
| FrenzyCap score | 45 | 53 |
| 1-month return | −1.4% | −2.7% |
| 3-month return | +1.9% | −0.2% |
| Year to date | +11.7% | — |
| 1-year return | — | — |
| 30-day volatility | 12.4% | 12.1% |
| Worst drawdown, 1 year | −11.2% | −5.8% |
| Trailing 12-month yield | 0.03% | 1.68% |
| Holdings | 212 | 491 |
| Top 10 weight | 25.9% | 16.6% |
| Look-through P/E | — | — |
| Holdings vs fair value | — | — |
| Holdings above 200-day average | — | — |
| Net flow, latest 3 reported months | $0 thru Jun 2026 | +$3.1M thru Jun 2026 |
| 30-day implied volatility | — | — |
| Holdings as of | as of Jun 30, 2026SEC filing | as 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
88% of REFA · 45% of WIMA| Holding | REFA | WIMA |
|---|---|---|
| ASML Holding NV | 4.33% | 3.94% |
| HSBC Holdings PLC | 2.25% | 1.87% |
| Novartis AG | 2.99% | 1.62% |
| Shell PLC | 1.51% | 1.43% |
| Roche Holding AG | 3.06% | 1.41% |
| AstraZeneca PLC | 1.22% | 1.19% |
| Banco Santander SA | 1.31% | 1.13% |
| Tokyo Electron Ltd | 2.53% | 1.12% |
| BHP Group Ltd | 2.92% | 0.98% |
| Advantest Corp | 1.77% | 0.85% |
| Banco Bilbao Vizcaya Argentaria SA | 0.92% | 0.78% |
| Novo Nordisk A/S | 0.91% | 0.78% |
| Rolls-Royce Holdings PLC | 1.11% | 0.77% |
| UniCredit SpA | 0.76% | 0.89% |
| Hitachi Ltd | 2.15% | 0.73% |
| British American Tobacco PLC | 0.98% | 0.69% |
| Unilever PLC | 0.99% | 0.68% |
| BNP Paribas SA | 1.62% | 0.63% |
| Safran SA | 1.92% | 0.61% |
| BP PLC | 0.61% | 0.61% |
| ING Groep NV | 0.69% | 0.58% |
| Barclays PLC | 0.64% | 0.56% |
| Intesa Sanpaolo SpA | 0.59% | 0.53% |
| Recruit Holdings Co Ltd | 1.61% | 0.52% |
| Rio Tinto PLC | 0.61% | 0.52% |
Sector mix of the stock holdings
| Sector | REFA | WIMA | Gap |
|---|---|---|---|
| Industrials | 0.0% | 0.3% | −0.3% |
| Health Care | 0.0% | 0.2% | −0.2% |
More: full overlap table · REFA holdings · WIMA 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.