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DIVY vs EQIN

Sound Equity Income ETF vs Columbia U.S. Equity Income ETF

DIVY

Sound Equity Income ETF

Annual cost

0.45%

Fund size

$28M

EQIN

Columbia U.S. Equity Income ETF

Annual cost

0.35%

Fund size

$287M

Key differences

Both DIVY and EQIN are equity ETFs. DIVY charges 0.45% a year and EQIN 0.35%. The main difference: EQIN costs 0.10% less per year.

  • EQIN costs 0.10% less per year.
  • EQIN is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, EQIN has delivered higher annualized returns.

Side-by-side comparison

DIVYEQIN
Annual cost (TER)0.45%0.35%
Fund size (AUM)$28M$287M
Since20202016
Dividend yield3.10%1.91%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+19.4%+18.6%
CAGR 3Y+9.4%+15.3%
CAGR 5Y+6.5%+9.8%
Sharpe 3Y0.440.94
Volatility 1Y13.06%10.37%
Max drawdown-18.23%-42.16%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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