REFA vs VTI

REFA vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricREFAVTIWinner
Expense Ratio0.32%0.03%
AUM$6M$666.9B
Dividend Yield0.03%1.07%
Holdings2153,543
YTD Return+14.91%+13.14%
1Y Return-+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)-15.3%
Max Drawdown-11.2%-56.6%
Fund FamilyColumbia Threadneedle InvestmentsVanguard (US)
CategoryEquityEquity
InceptionDec 11, 2025May 24, 2001

REFA vs VTI Performance

Columbia Research Enhanced International Equity ETF (REFA) is a ETF from Columbia Threadneedle Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, REFA is up 14.91% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -11.2% for REFA and -56.6% for VTI. 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 VTI charges 0.03%. On a $10,000 position that is $32 vs $3 annually, a gap of $29 per year that compounds over a long holding period. On income, REFA currently yields 0.03% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

REFA and VTI share 1 holdings out of 2996 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in REFAWeight in VTIDifference
SGP:AU0.11%0.00%0.11%

Frequently Asked Questions

Which is cheaper, REFA or VTI?

REFA has an expense ratio of 0.32% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $29 per year of difference.

What is the holdings overlap between REFA and VTI?

REFA and VTI share 1 common holdings with a 0.0% weight overlap. Combined, they hold 2996 unique securities.

Which pays a higher dividend, REFA or VTI?

REFA yields 0.03% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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