PortfoliosLab logoPortfoliosLab logo
REFA vs. REMC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

REFA vs. REMC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Research Enhanced International Equity ETF (REFA) and Columbia Research Enhanced Mid Cap ETF (REMC). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, REFA achieves a 11.14% return, which is significantly lower than REMC's 11.94% return.


REFA

1D
1.35%
1M
2.81%
6M
9.75%
YTD
11.14%
1Y
3Y*
5Y*
10Y*

REMC

1D
0.22%
1M
2.40%
6M
11.23%
YTD
11.94%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

REFA vs. REMC - Yearly Performance Comparison


Correlation

The correlation between REFA and REMC is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 11, 2025

0.59

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

REFA vs. REMC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Research Enhanced International Equity ETF (REFA) and Columbia Research Enhanced Mid Cap ETF (REMC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

REFA vs. REMC - Sharpe Ratio Comparison


Loading charts...

Drawdowns

REFA vs. REMC - Drawdown Comparison

The maximum REFA drawdown since its inception was -11.23%, which is greater than REMC's maximum drawdown of -6.64%. Use the drawdown chart below to compare losses from any high point for REFA and REMC.


Loading charts...

Drawdown Indicators


REFAREMCDifference

Max Drawdown

Largest peak-to-trough decline

-11.23%

-6.64%

-4.59%

Current Drawdown

Current decline from peak

-0.36%

-0.01%

-0.35%

Average Drawdown

Average peak-to-trough decline

-2.79%

-1.46%

-1.33%

Volatility

REFA vs. REMC - Volatility Comparison


Loading charts...

Volatility by Period


REFAREMCDifference

Volatility (1Y)

Calculated over the trailing 1-year period

18.61%

12.25%

+6.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.61%

12.25%

+6.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.61%

12.25%

+6.36%

REFA vs. REMC - Expense Ratio Comparison

Both REFA and REMC have an expense ratio of 0.32%.


Dividends

REFA vs. REMC - Dividend Comparison

REFA's dividend yield for the trailing twelve months is around 0.03%, less than REMC's 0.07% yield.


Frequently Asked Questions


REFA and REMC have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.32% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

REFA and REMC have the same expense ratio: 0.32% per year.

REMC has the higher dividend yield at 0.07%, compared with 0.03% for REFA.

REFA is categorized as Foreign Large Cap Equities, while REMC is Mid Cap Blend Equities. REFA tracks Beta Advantage Research Enhanced International Equity Index, while REMC tracks Beta Advantage Research Enhanced Mid Cap Index.

Portfolio Optimizer

Find the right allocation for REFA and REMC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer