REFA vs FIVY

Comparison between COLUMBIA RESEARCH ENHANCED INTERNATIONAL EQUITY ETF (REFA, ETF) and YieldMax Dorsey Wright Hybrid 5 Income ETF (FIVY, ETF).

REFA vs FIVY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	REFA(ETF)	FIVY(ETF)
Net Assets	$5.60M	$5.70M
Expense Ratio	0.32%	0.70%
Max Drawdown	32.28%	55.34%
Sharpe Ratio	0.04	-0.31
5Y Beta	1.11	1.33
5Y Dividends CAGR	-50.57%	N/A

Net Assets

REFA

$5.60M

Winner

FIVY

$5.70M

Expense Ratio

Winner

REFA

0.32%

FIVY

0.70%

Max Drawdown

Winner

REFA

32.28%

FIVY

55.34%

Sharpe Ratio

Winner

REFA

0.04

FIVY

-0.31

5Y Beta

Winner

REFA

1.11

FIVY

1.33

5Y Dividends CAGR

REFA

-50.57%

FIVY

N/A

REFA vs FIVY - Historical Returns

Returns include dividend reinvestment.

Period	REFA	FIVY
1 month	+2.28%	-7.97%
3 months	+6.59%	+7.66%
6 months	+11.25%	-9.86%
1 year	N/A	-9.91%
5 years(CAGR)	-1.79%	N/A
10 years(CAGR)	-0.36%	N/A
Max(CAGR)	-0.36%	-13.39%

Winner

REFA

+2.28%

FIVY

-7.97%

REFA

+6.59%

Winner

FIVY

+7.66%

Winner

REFA

+11.25%

FIVY

-9.86%

REFA

N/A

FIVY

-9.91%

5Y(CAGR)

REFA

-1.79%

FIVY

N/A

10Y(CAGR)

REFA

-0.36%

FIVY

N/A

Max(CAGR)

Winner

REFA

-0.36%

FIVY

-13.39%

REFA vs FIVY - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	REFA	FIVY
2026	+8.51%	-10.04%
2025	+0.53%	-1.54%
2024	N/A	-9.94%
2020	-2.78%	N/A
2019	+16.54%	N/A
2018	-15.95%	N/A
2017	+12.46%	N/A

REFA vs FIVY 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 FIVY was -32.71%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current REFA drawdown is -19.58%. The current FIVY drawdown is -22.47%.

Rank	REFA	FIVY
#1	-27.93% Jan 26, 2018 - Dec 17, 2025	-32.71% Oct 9, 2025 - Mar 30, 2026
#2	-2.46% Nov 1, 2017 - Nov 30, 2017	-29.47% Dec 17, 2024 - Sep 18, 2025
#3	-1.26% Aug 8, 2017 - Sep 7, 2017	-3.53% Sep 19, 2025 - Sep 29, 2025
#4	-1.13% Nov 30, 2017 - Dec 12, 2017	-2.01% Sep 29, 2025 - Oct 8, 2025
#5	-0.98% Oct 24, 2017 - Nov 1, 2017	N/A
#6	-0.72% Dec 13, 2017 - Dec 19, 2017	N/A
#7	-0.65% Oct 16, 2017 - Oct 24, 2017	N/A
#8	-0.64% Sep 22, 2017 - Sep 29, 2017	N/A
#9	-0.40% Jan 17, 2018 - Jan 19, 2018	N/A
#10	-0.36% Sep 29, 2017 - Oct 10, 2017	N/A
#11	-0.20% Jan 24, 2018 - Jan 26, 2018	N/A
#12	-0.14% Dec 19, 2017 - Dec 21, 2017	N/A
#13	-0.14% Jan 12, 2018 - Jan 17, 2018	N/A
#14	-0.13% Jan 8, 2018 - Jan 11, 2018	N/A
#15	-0.11% Sep 12, 2017 - Sep 19, 2017	N/A

Correlation

Correlation between REFA and FIVY is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

-101