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REFAColumbia Research Enhanced International Equity ETF

Grow my moneyRanked #2,993 of 2,998 in this goal

Seeks investment results that closely correspond to the performance of the Beta Advantage ® Research Enhanced International Equity Index.

Annual Cost

—

#5,861 of 5,861 · expensive

Fund Size

—

#5,861 of 5,861 · small

Return (1Y)Goal

-3.1%

Track Record

—

#5,861 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,349+13.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global ex-US

Cap

Multi cap

Strategy

Index enhanced

Factor

Quality

Index tracked

Beta Advantage Research Enhanced International Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 27.5% of fund✓ well diversified

ASML Holding NV
5.0%
Novartis AG
3.5%
Roche Holding AG
3.3%
BHP Group Ltd
3.1%
Shell PLC
2.4%
AstraZeneca PLC
2.2%
Hitachi Ltd
2.2%
Sony Group Corp
2.1%
Mitsubishi Corp
1.9%
Deutsche Telekom AG
1.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
25.3%High

Year-on-year price swings

Max drawdown
-27.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
-0.24Below average
Sortino (3Y)
-0.29Moderate downside risk

Listing

Exchange
NYSE Arca, Cboe BZX

Full fund details

Objective
Seeks investment results that closely correspond to the performance of the Beta Advantage ® Research Enhanced International Equity Index.
Strategy
Invests primarily in equity securities of companies located in international developed market countries, focusing on developed market large- and mid-cap growth and value companies. The Fund seeks to track the Beta Advantage ® Research Enhanced International Equity Index using a representative sampling strategy, with a concentration in the financials and industrials sectors.

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Data updated on 2026-08-04