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INEQvsREFAETF Comparison

ETF 1
INEQ

Columbia International Equity Income ETF - USD

This fund is part of
DM Large & Mid Cap
-0.17%
VS
ETF 2
REFA

Columbia Research Enhanced International Equity ETF

This fund is part of
DM Large & Mid Cap
-0.17%

Columbia International Equity Income ETF - USD (INEQ) and Columbia Research Enhanced International Equity ETF (REFA) belong to the same industry segment: DM Large & Mid Cap. INEQ's top 3 sector exposures are Financials, Industrials and Energy. In contrast, REFA's top sector exposures are Industrials, Financials and Health Care. INEQ is more expensive with a Total Expense Ratio (TER) of 0.46%, versus 0.32% for REFA. INEQ is up 6.43% year-to-date (YTD) with +$28M in YTD flows. REFA performs worse with 4.7% YTD performance, and +$3K in YTD flows. Run a side-by-side ETF comparison of INEQ and REFA below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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INEQ vs REFA performance and flow charts

Performance

0.02.04.06.08.0%Mar 30Apr 7Apr 14Apr 21Apr 28

Cumulative Flows

-6,000,000-5,000,000-4,000,000-3,000,000-2,000,000-1,000,0000Mar 30Apr 7Apr 14Apr 21Apr 28

Get all the metrics on this page, and more, through a reliable ETF data feed

Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 04/29/2026
1M3MYTD1Y3Y5Y
Perf.
INEQ
REFA
+2.72%+4.10%
+1.42%-0.96%
+6.43%+4.70%
+31.37%n/a
+70.62%n/a
+79.14%n/a
Flows
INEQ
REFA
-$6M+$1K
+$24M+$3K
+$28M+$3K
+$39M-
+$61M-
+$62M-
Volatility and drawdown
3M1Y3Y5Y
Volatility
INEQ
REFA
+16.46%+20.34%
+12.50%n/a
+14.71%n/a
+14.62%n/a
Max drawdown
INEQ
REFA
-9.21%-10.47%
-9.21%n/a
-15.76%n/a
-24.17%n/a
Max drawdown duration
INEQ
REFA
59d59d
59dn/a
47dn/a
580dn/a
Trading data

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INEQ
REFA
Last sale
5/1/2026 at 1:30 PM
$39.90
Previous close
04/29/2026
$39.94
Consolidated volume
04/29/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of April 29, 2026
1-year trailing difference

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INEQ
is actively managed and doesn’t replicate an index

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INEQ
REFA
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 5/1/2026 at 1:30 PM
Live
Closed
INEQ
REFA
Last price
$39.90
1D performance
-0.10%
AuM$78.63 M$5.36 M
E/R0.46%0.32%
Characteristics
INEQ
REFA
Management strategyActivePassive
ProviderColumbia Threadneedle InvestmentsColumbia Threadneedle Investments
Benchmark-Beta Advantage Research Enhanced International Equity Index
N° of holdings99184
Asset class--
Trailing 12m distribution yield
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Inception dateJune 13, 2016December 11, 2025
ESGNoNo
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Exposure

Countries

INEQ
Japan
28.4%
United Kingdom
17.09%
Germany
14.62%
France
9.85%
Australia
8.6%
Other
21.43%
REFA
Japan
23.77%
United Kingdom
16.06%
Germany
8.78%
France
8.69%
Switzerland
7.71%
Australia
7.64%
Other
27.35%

Sectors

INEQ
Financials
20.94%
Industrials
13.22%
Energy
12.42%
Health Care
11.81%
Materials
9.27%
Communication Ser.
7.65%
Other
24.69%
REFA
Industrials
21.86%
Financials
18.1%
Health Care
10.68%
Materials
7.34%
Other
42.02%
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Diversification

INEQ

Total weight of top 15 holdings out of 15

52.67%
REFA

Total weight of top 15 holdings out of 15

34.39%

Top 15 holdings

Data as of March 31, 2026
INEQ
TOTALENERGIES SE
5.75%
SHELL PLC
5.68%
DEUTSCHE TELEKOM AG
4.53%
BHP GROUP LTD
4.50%
GSK PLC
4.24%
UNICREDIT SPA
3.83%
DBS GROUP HOLDINGS
3.50%
MUNICH RE
3.20%
TOKIO MARINE HOLDINGS
3.06%
VINCI
2.91%
KEYENCE
2.53%
ANHEUSER-BUSCH INBEV SA/NV
2.30%
GB00BM8PJY71
2.24%
HOYA
2.22%
TAKEDA PHARMACEUTICAL
2.17%
REFA
ASML HOLDING
4.98%
NOVARTIS
3.47%
CH1499059983
3.33%
BHP GROUP LTD
3.08%
SHELL PLC
2.38%
ASTRAZENECA
2.19%
HITACHI
2.17%
SONY GROUP CORPORATION
2.14%
MITSUBISHI
1.94%
DEUTSCHE TELEKOM AG
1.79%
SIEMENS ENERGY AG
1.68%
SAFRAN
1.46%
TOKIO MARINE HOLDINGS
1.33%
BRITISH AMERICAN TOBACCO
1.25%
BNP PARIBAS
1.20%
Frequently asked questions about INEQ and REFA

How have the INEQ and REFA ETFs performed in 2026?

As of April 29, 2026, INEQ is up 6.43% year-to-date (YTD), while REFA has returned 4.7%. That puts INEQ better performer ahead so far this year.

Which ETF is attracting more investor money: INEQ or REFA?

Year-to-date, the INEQ ETF saw +$28M in flows, compared to +$3K for REFA.

Which ETF is bigger: INEQ or REFA?

As of April 29, 2026, INEQ holds $78.63 M in assets under management (AUM), while REFA manages $5.36 M.

What sectors do the INEQ and REFA ETFs invest in?

INEQ leans toward sectors like Financials, Industrials and Energy. Meanwhile, REFA focuses on Industrials, Financials and Health Care.

What are the top holdings of the INEQ ETF and REFA ETF?

INEQ top holdings include TOTALENERGIES SE, SHELL PLC and DEUTSCHE TELEKOM AG. REFA holds in its top three: ASML HOLDING, NOVARTIS and CH1499059983.

Which ETF is more diversified: INEQ or REFA?

INEQ holds 99 securities with 52.67% of its assets in the top 15. REFA has 192 securities and a top 15 weight of 34.39%.

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