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EQIN vs HDV

Columbia U.S. Equity Income ETF vs iShares Core High Dividend ETF

EQIN

Columbia U.S. Equity Income ETF

Columbia Threadneedle

Annual cost

0.35%

Fund size

$276M

HDV

iShares Core High Dividend ETF

iShares

Annual cost

0.08%

Fund size

$13.6B

Key differences

  • HDV costs 0.27% less per year.
  • HDV is significantly larger than EQIN — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, HDV has delivered higher annualized returns.
  • HDV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EQINHDV
Annual cost (TER)0.35%0.08%
Fund size (AUM)$276M$13.6B
Since20162011
Dividend yield1.92%2.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+17.7%+23.7%
CAGR 3Y+14.3%+15.5%
CAGR 5Y+9.5%+11.0%
Sharpe 3Y0.871.02
Volatility 1Y10.39%9.65%
Max drawdown-42.16%-37.04%

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

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