REFAvsESGDETF Comparison
ETF 1
REFA
Columbia Research Enhanced International Equity ETF
This fund is part of
DM Large & Mid Cap
+0.21%
VS
Columbia Research Enhanced International Equity ETF (REFA) and iShares ESG Aware MSCI EAFE ETF (ESGD) belong to the same industry segment: DM Large & Mid Cap. Both ETFs have the same top 3 sector exposures: Finance, Industrials and Technology. REFA is more expensive with a Total Expense Ratio (TER) of 0.32%, versus 0.2% for ESGD. REFA is up 10.48% year-to-date (YTD) with +$3K in YTD flows. ESGD performs worse with 10.07% YTD performance, and +$108M in YTD flows. Run a side-by-side ETF comparison of REFA and ESGD 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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REFA vs ESGD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | REFA ESGD | -1.56%-0.80% | +0.28%+0.29% | +10.48%+10.07% | n/a+12.06% | n/a+70.42% | n/a+47.81% |
| Flows | REFA ESGD | -+$31M | -+$117M | +$3K+$108M | -+$483M | -+$1.25B | -+$2.26B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | REFA ESGD | +10.05%+12.23% | n/a+15.97% | n/a+15.04% | n/a+16.37% |
| Max drawdown | REFA ESGD | -5.56%-5.55% | n/a-11.76% | n/a-13.54% | n/a-29.70% |
| Max drawdown duration | REFA ESGD | 64d64d | n/a108d | n/a40d | n/a835d |
Trading data
REFA | ESGD | |
Last sale 10/29/2026 at 1:30 PM | $103.51 | |
| Previous close 10/28/2026 | $102.94 | |
| Consolidated volume 10/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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REFA | ESGD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/29/2026 at 1:30 PM
Live
Closed
REFA | ESGD | |
|---|---|---|
| Last price | – | $103.51 |
| 1D performance | – | +0.55% |
| AuM | $5.66 M | $11.89 B |
| E/R | 0.32% | 0.2% |
Characteristics
REFA | ESGD | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Columbia Threadneedle Investments | iShares |
| Benchmark | Beta Advantage Research Enhanced International Equity Index | MSCI EAFE Extended ESG Focus Index |
| N° of holdings | 211 | 329 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 11, 2025 | June 28, 2016 |
| ESG | No | Yes |
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Exposure
Countries
REFA
Japan
26.58%
United Kingdom
14.86%
France
8.26%
Germany
7.46%
Australia
7.41%
Switzerland
7.17%
Other
28.26%
ESGD
Japan
23.61%
United Kingdom
13.37%
Switzerland
10.17%
Germany
8.51%
France
8.42%
Other
35.92%
Sectors
REFA
Finance
25.42%
Industrials
16.45%
Technology
13.7%
Healthcare
12.32%
Non-Energy Materi.
7.91%
Other
24.2%
ESGD
Finance
28.84%
Industrials
16.55%
Technology
13.63%
Healthcare
9.48%
Consumer Non-Cycl.
7.14%
Other
24.36%
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Diversification
REFA
Total weight of top 15 holdings out of 15
33.33%
ESGD
Total weight of top 15 holdings out of 15
18.88%
Top 15 holdings
Data as of August 31, 2026
REFA
ASML Holding NV
3.63%
BHP Group Ltd.
3.23%
Roche Holding AG
3.19%
Novartis AG
2.81%
Hitachi Ltd.
2.54%
Recruit Holdings Co., Ltd.
2.34%
HSBC Holdings Plc
2.30%
Safran SA
1.85%
Advantest Corp.
1.84%
Tokyo Electron Ltd.
1.78%
Siemens Energy AG
1.75%
Shell Plc
1.66%
BNP Paribas SA
1.55%
Fast Retailing Co., Ltd.
1.51%
Deutsche Telekom AG
1.35%
ESGD
ASML Holding NV
3.11%
HSBC Holdings Plc
1.57%
Novartis AG
1.47%
SAP SE
1.21%
Siemens AG
1.20%
Roche Holding AG
1.14%
Allianz SE
1.09%
Intesa Sanpaolo SpA
1.06%
Nestlé SA
1.05%
ABB Ltd.
1.03%
Toyota Motor Corp.
1.01%
Commonwealth Bank of Australia
1.01%
BHP Group Ltd.
1.00%
Shell Plc
0.98%
AstraZeneca PLC
0.96%
Frequently asked questions about REFA and ESGD
How have the REFA and ESGD ETFs performed in 2026?
As of October 28, 2026, REFA is up 10.48% year-to-date (YTD), while ESGD has returned 10.07%. That puts REFA better performer ahead so far this year.
Which ETF is attracting more investor money: REFA or ESGD?
Year-to-date, the REFA ETF saw +$3K in flows, compared to +$108M for ESGD.
Which ETF is bigger: REFA or ESGD?
As of October 28, 2026, REFA holds $5.66 M in assets under management (AUM), while ESGD manages $11.89 B.
What sectors do the REFA and ESGD ETFs invest in?
REFA leans toward sectors like Finance, Industrials and Technology. Meanwhile, ESGD focuses on Finance, Industrials and Technology.
What are the top holdings of the REFA ETF and ESGD ETF?
REFA top holdings include ASML Holding NV, BHP Group Ltd. and Roche Holding AG. ESGD holds in its top three: ASML Holding NV, HSBC Holdings Plc and Novartis AG.
Which ETF is more diversified: REFA or ESGD?
REFA holds 211 securities with 33.33% of its assets in the top 15. ESGD has 331 securities and a top 15 weight of 18.88%.
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