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EQIN vs FDVV

Columbia U.S. Equity Income ETF vs Fidelity High Dividend ETF

EQIN

Columbia U.S. Equity Income ETF

Columbia Threadneedle

Annual cost

0.35%

Fund size

$276M

FDVV

Fidelity High Dividend ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$9.2B

Key differences

  • FDVV costs 0.20% less per year.
  • FDVV is significantly larger than EQIN — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FDVV has delivered higher annualized returns.

Side-by-side comparison

EQINFDVV
Annual cost (TER)0.35%0.15%
Fund size (AUM)$276M$9.2B
Since20162016
Dividend yield1.92%2.81%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+17.7%+26.6%
CAGR 3Y+14.3%+20.6%
CAGR 5Y+9.5%+13.9%
Sharpe 3Y0.871.27
Volatility 1Y10.39%10.09%
Max drawdown-42.16%-40.25%

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

Similar to EQIN and FDVV