REFA vs BEEZ

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

REFA vs BEEZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

REFA

$5.60M

BEEZ

$5.60M

Expense Ratio

Winner

REFA

0.32%

BEEZ

0.64%

Max Drawdown

REFA

32.28%

Winner

BEEZ

19.11%

Sharpe Ratio

Winner

REFA

0.04

BEEZ

-0.09

5Y Beta

REFA

1.11

Winner

BEEZ

0.79

P/E Ratio

REFA

N/A

BEEZ

27.14

Forward P/E

REFA

N/A

BEEZ

22.65

PEG Ratio

REFA

N/A

BEEZ

0.98

5Y Dividends CAGR

REFA

-50.57%

BEEZ

N/A

5Y EPS CAGR

REFA

N/A

BEEZ

21.46%

Debt to Equity

REFA

N/A

BEEZ

60.57%

P/S Ratio

REFA

N/A

BEEZ

3.85

P/B Ratio

REFA

N/A

BEEZ

6.80

REFA vs BEEZ - Historical Returns

Returns include dividend reinvestment.

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

Winner

REFA

+2.28%

BEEZ

+1.37%

Winner

REFA

+6.59%

BEEZ

+1.63%

Winner

REFA

+11.25%

BEEZ

-0.31%

REFA

N/A

BEEZ

+1.56%

5Y(CAGR)

REFA

-1.79%

BEEZ

N/A

10Y(CAGR)

REFA

-0.36%

BEEZ

N/A

Max(CAGR)

REFA

-0.36%

Winner

BEEZ

+12.03%

REFA vs BEEZ - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

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

REFA vs BEEZ Drawdown Comparison

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

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

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

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