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CRUX vs EQIN

Columbia Core Bond ETF vs Columbia U.S. Equity Income ETF

CRUX

Columbia Core Bond ETF

Columbia Threadneedle

Annual cost

0.32%

Fund size

$2.0B

EQIN

Columbia U.S. Equity Income ETF

Columbia Threadneedle

Annual cost

0.35%

Fund size

$276M

Key differences

  • CRUX is significantly larger than EQIN — larger funds tend to be more liquid and less likely to close.
  • CRUX is classified as fixed income, while EQIN is equity — different risk/return profiles.
  • CRUX follows a active selection strategy; EQIN uses index tracking.
  • CRUX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CRUXEQIN
Annual cost (TER)0.32%0.35%
Fund size (AUM)$2.0B$276M
Since20092016
Dividend yield4.00%1.92%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+17.7%
CAGR 3YN/A+14.3%
CAGR 5YN/A+9.5%
Sharpe 3YN/A0.87
Volatility 1Y10.39%
Max drawdown-1.86%-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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