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EQIN vs DIVY

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

EQIN

Columbia U.S. Equity Income ETF

Annual cost

0.35%

Fund size

$287M

DIVY

Sound Equity Income ETF

Annual cost

0.45%

Fund size

$28M

Key differences

Both EQIN and DIVY are equity ETFs. EQIN charges 0.35% a year and DIVY 0.45%. 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

EQINDIVY
Annual cost (TER)0.35%0.45%
Fund size (AUM)$287M$28M
Since20162020
Dividend yield1.91%3.10%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+18.6%+19.4%
CAGR 3Y+15.3%+9.4%
CAGR 5Y+9.8%+6.5%
Sharpe 3Y0.940.44
Volatility 1Y10.37%13.06%
Max drawdown-42.16%-18.23%

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

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