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DVY vs EQIN

iShares Select Dividend ETF vs Columbia U.S. Equity Income ETF

DVY

iShares Select Dividend ETF

iShares

Annual cost

0.38%

Fund size

$22.9B

EQIN

Columbia U.S. Equity Income ETF

Columbia Threadneedle

Annual cost

0.35%

Fund size

$276M

Key differences

  • DVY is significantly larger than EQIN — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DVY has delivered higher annualized returns.
  • DVY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DVYEQIN
Annual cost (TER)0.38%0.35%
Fund size (AUM)$22.9B$276M
Since20032016
Dividend yield3.38%1.92%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.7%+17.7%
CAGR 3Y+16.0%+14.3%
CAGR 5Y+9.0%+9.5%
Sharpe 3Y0.890.87
Volatility 1Y11.23%10.39%
Max drawdown-41.59%-42.16%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DVY and EQIN