BEEZ vs REFA

Comparison between HONEYTREE U.S. EQUITY ETF (BEEZ, ETF) and COLUMBIA RESEARCH ENHANCED INTERNATIONAL EQUITY ETF (REFA, ETF).

BEEZ vs REFA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BEEZ(ETF)	REFA(ETF)
Net Assets	$5.60M	$5.60M
Expense Ratio	0.64%	0.32%
Max Drawdown	19.11%	32.28%
Sharpe Ratio	-0.09	0.04
5Y Beta	0.79	1.11
P/E Ratio	27.14	N/A
Forward P/E	22.65	N/A
PEG Ratio	0.98	N/A
5Y Dividends CAGR	N/A	-50.57%
5Y EPS CAGR	21.46%	N/A
Debt to Equity	60.57%	N/A
P/S Ratio	3.85	N/A
P/B Ratio	6.80	N/A

Net Assets

BEEZ

$5.60M

REFA

$5.60M

Expense Ratio

BEEZ

0.64%

Winner

REFA

0.32%

Max Drawdown

Winner

BEEZ

19.11%

REFA

32.28%

Sharpe Ratio

BEEZ

-0.09

Winner

REFA

0.04

5Y Beta

Winner

BEEZ

0.79

REFA

1.11

P/E Ratio

BEEZ

27.14

REFA

N/A

Forward P/E

BEEZ

22.65

REFA

N/A

PEG Ratio

BEEZ

0.98

REFA

N/A

5Y Dividends CAGR

BEEZ

N/A

REFA

-50.57%

5Y EPS CAGR

BEEZ

21.46%

REFA

N/A

Debt to Equity

BEEZ

60.57%

REFA

N/A

P/S Ratio

BEEZ

3.85

REFA

N/A

P/B Ratio

BEEZ

6.80

REFA

N/A

BEEZ vs REFA - Historical Returns

Returns include dividend reinvestment.

Period	BEEZ	REFA
1 month	+1.37%	+2.28%
3 months	+1.63%	+6.59%
6 months	-0.31%	+11.25%
1 year	+1.56%	N/A
5 years(CAGR)	N/A	-1.79%
10 years(CAGR)	N/A	-0.36%
Max(CAGR)	+12.03%	-0.36%

BEEZ

+1.37%

Winner

REFA

+2.28%

BEEZ

+1.63%

Winner

REFA

+6.59%

BEEZ

-0.31%

Winner

REFA

+11.25%

BEEZ

+1.56%

REFA

N/A

5Y(CAGR)

BEEZ

N/A

REFA

-1.79%

10Y(CAGR)

BEEZ

N/A

REFA

-0.36%

Max(CAGR)

Winner

BEEZ

+12.03%

REFA

-0.36%

BEEZ vs REFA - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	BEEZ	REFA
2026	+0.34%	+8.51%
2025	+6.38%	+0.53%
2024	+11.46%	N/A
2023	+14.28%	N/A
2020	N/A	-2.78%
2019	N/A	+16.54%
2018	N/A	-15.95%
2017	N/A	+12.46%

BEEZ vs REFA Drawdown Comparison

The maximum drawdown for BEEZ was -18.61%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.

The maximum drawdown for REFA was -27.93%, occurring on Dec 17, 2025. This drawdown has not yet recovered.

The current BEEZ drawdown is -3.79%. The current REFA drawdown is -19.58%.

Rank	BEEZ	REFA
#1	-18.61% Dec 4, 2024 - Aug 13, 2025	-27.93% Jan 26, 2018 - Dec 17, 2025
#2	-8.41% Feb 27, 2026 - Mar 27, 2026	-2.46% Nov 1, 2017 - Nov 30, 2017
#3	-8.22% Mar 7, 2024 - Jul 16, 2024	-1.26% Aug 8, 2017 - Sep 7, 2017
#4	-6.10% Jul 16, 2024 - Aug 30, 2024	-1.13% Nov 30, 2017 - Dec 12, 2017
#5	-5.88% Aug 22, 2025 - Jan 6, 2026	-0.98% Oct 24, 2017 - Nov 1, 2017
#6	-4.15% Oct 14, 2024 - Nov 8, 2024	-0.72% Dec 13, 2017 - Dec 19, 2017
#7	-3.44% Jan 22, 2026 - Feb 27, 2026	-0.65% Oct 16, 2017 - Oct 24, 2017
#8	-3.38% Dec 28, 2023 - Jan 19, 2024	-0.64% Sep 22, 2017 - Sep 29, 2017
#9	-2.60% Nov 8, 2024 - Nov 25, 2024	-0.40% Jan 17, 2018 - Jan 19, 2018
#10	-2.55% Aug 30, 2024 - Sep 11, 2024	-0.36% Sep 29, 2017 - Oct 10, 2017
#11	-2.31% Feb 12, 2024 - Feb 22, 2024	-0.20% Jan 24, 2018 - Jan 26, 2018
#12	-1.89% Jan 9, 2026 - Jan 22, 2026	-0.14% Dec 19, 2017 - Dec 21, 2017
#13	-1.43% Jan 22, 2024 - Jan 29, 2024	-0.14% Jan 12, 2018 - Jan 17, 2018
#14	-1.16% Jan 6, 2026 - Jan 9, 2026	-0.13% Jan 8, 2018 - Jan 11, 2018
#15	-1.09% Jan 30, 2024 - Feb 2, 2024	-0.11% Sep 12, 2017 - Sep 19, 2017