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EQIN vs INCE

Columbia U.S. Equity Income ETF vs Franklin Income Equity Focus ETF

EQIN

Columbia U.S. Equity Income ETF

Columbia Threadneedle

Annual cost

0.35%

Fund size

$276M

INCE

Franklin Income Equity Focus ETF

Franklin Templeton Investments

Annual cost

0.29%

Fund size

$117M

Key differences

  • INCE costs 0.06% less per year.
  • EQIN is classified as equity, while INCE is alternative — different risk/return profiles.
  • EQIN follows a index tracking strategy; INCE uses option income.
  • Over the last 3 years, INCE has delivered higher annualized returns.

Side-by-side comparison

EQININCE
Annual cost (TER)0.35%0.29%
Fund size (AUM)$276M$117M
Since20162016
Dividend yield1.92%4.82%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+17.7%+28.7%
CAGR 3Y+14.3%+16.8%
CAGR 5Y+9.5%+11.5%
Sharpe 3Y0.871.13
Volatility 1Y10.39%8.37%
Max drawdown-42.16%-33.95%

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

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