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CGDV vs EQIN
Capital Group Dividend Value ETF vs Columbia U.S. Equity Income ETF
Key differences
- CGDV is significantly larger than EQIN — larger funds tend to be more liquid and less likely to close.
- CGDV follows a active selection strategy; EQIN uses index tracking.
- Over the last 3 years, CGDV has delivered higher annualized returns.
- EQIN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGDV | EQIN | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.35% |
| Fund size (AUM) | $33.0B | $276M |
| Since | 2022 | 2016 |
| Dividend yield | 1.23% | 1.92% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +34.4% | +17.7% |
| CAGR 3Y | +25.6% | +14.3% |
| CAGR 5Y | N/A | +9.5% |
| Sharpe 3Y | 1.48 | 0.87 |
| Volatility 1Y | 11.74% | 10.39% |
| Max drawdown | -21.81% | -42.16% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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