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