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EQIN vs ICAP

Columbia U.S. Equity Income ETF vs Infrastructure Capital Equity Income Fund ETF

EQIN

Columbia U.S. Equity Income ETF

Columbia Threadneedle

Annual cost

0.35%

Fund size

$276M

ICAP

Infrastructure Capital Equity Income Fund ETF

InfraCap

Annual cost

2.47%

Fund size

$100M

Key differences

  • EQIN costs 2.12% less per year.
  • EQIN is classified as equity, while ICAP is alternative — different risk/return profiles.
  • EQIN follows a index tracking strategy; ICAP uses option income.
  • Over the last 3 years, ICAP has delivered higher annualized returns.
  • EQIN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EQINICAP
Annual cost (TER)0.35%2.47%
Fund size (AUM)$276M$100M
Since20162021
Dividend yield1.92%9.34%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+17.7%+28.6%
CAGR 3Y+14.3%+18.5%
CAGR 5Y+9.5%N/A
Sharpe 3Y0.870.93
Volatility 1Y10.39%13.08%
Max drawdown-42.16%-24.20%

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

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