REFA vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricREFASPYWinner
Expense Ratio0.32%0.09%
AUM$6M$789.1B
Dividend Yield0.03%1.01%
Holdings207505
YTD Return+11.46%+9.93%
1Y Return-+19.50%
3Y Return (annualized)-+19.33%
5Y Return (annualized)-+12.82%
Volatility (annualized)-15.3%
Max Drawdown-11.2%-56.5%
Fund FamilyColumbia Threadneedle InvestmentsState Street Investment Management
CategoryEquityEquity
InceptionDec 11, 2025Jan 22, 1993

REFA vs SPY Performance

Columbia Research Enhanced International Equity ETF (REFA) is a ETF from Columbia Threadneedle Investments and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, REFA is up 11.46% versus a gain of 9.93% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -11.2% for REFA and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

REFA charges 0.32% per year while SPY charges 0.09%. On a $10,000 position that is $32 vs $9 annually, a gap of $23 per year that compounds over a long holding period. On income, REFA currently yields 0.03% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

REFA and SPY share 0 holdings out of 713 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, REFA or SPY?

REFA has an expense ratio of 0.32% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $23 per year of difference.

What is the holdings overlap between REFA and SPY?

REFA and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 713 unique securities.

Which pays a higher dividend, REFA or SPY?

REFA yields 0.03% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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