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EQIN vs DVY

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

EQIN

Columbia U.S. Equity Income ETF

Columbia Threadneedle

Annual cost

0.35%

Fund size

$276M

DVY

iShares Select Dividend ETF

iShares

Annual cost

0.38%

Fund size

$22.9B

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

EQINDVY
Annual cost (TER)0.35%0.38%
Fund size (AUM)$276M$22.9B
Since20162003
Dividend yield1.92%3.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+17.7%+23.7%
CAGR 3Y+14.3%+16.0%
CAGR 5Y+9.5%+9.0%
Sharpe 3Y0.870.89
Volatility 1Y10.39%11.23%
Max drawdown-42.16%-41.59%

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

Similar to EQIN and DVY