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EQIN vs CGCV

Columbia U.S. Equity Income ETF vs Capital Group Conservative Equity ETF

EQIN

Columbia U.S. Equity Income ETF

Columbia Threadneedle

Annual cost

0.35%

Fund size

$276M

CGCV

Capital Group Conservative Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$1.6B

Key differences

  • CGCV is significantly larger than EQIN — larger funds tend to be more liquid and less likely to close.
  • EQIN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EQINCGCV
Annual cost (TER)0.35%0.33%
Fund size (AUM)$276M$1.6B
Since20162024
Dividend yield1.92%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+17.7%+20.2%
CAGR 3Y+14.3%N/A
CAGR 5Y+9.5%N/A
Sharpe 3Y0.87N/A
Volatility 1Y10.39%9.81%
Max drawdown-42.16%-13.13%

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

Similar to EQIN and CGCV