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EQIN vs CGUS

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

EQIN

Columbia U.S. Equity Income ETF

Columbia Threadneedle

Annual cost

0.35%

Fund size

$276M

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

Key differences

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

Side-by-side comparison

EQINCGUS
Annual cost (TER)0.35%0.33%
Fund size (AUM)$276M$10.3B
Since20162022
Dividend yield1.92%0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+17.7%+29.2%
CAGR 3Y+14.3%+22.9%
CAGR 5Y+9.5%N/A
Sharpe 3Y0.871.26
Volatility 1Y10.39%12.48%
Max drawdown-42.16%-22.15%

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

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