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EQIN vs INEQ

Columbia U.S. Equity Income ETF vs Columbia International Equity Income ETF

EQIN

Columbia U.S. Equity Income ETF

Columbia Threadneedle

Annual cost

0.35%

Fund size

$276M

INEQ

Columbia International Equity Income ETF

Columbia Threadneedle

Annual cost

0.45%

Fund size

$80M

Key differences

  • EQIN costs 0.10% less per year.
  • EQIN is significantly larger than INEQ — larger funds tend to be more liquid and less likely to close.
  • EQIN covers north america markets; INEQ covers global.
  • Over the last 3 years, INEQ has delivered higher annualized returns.

Side-by-side comparison

EQININEQ
Annual cost (TER)0.35%0.45%
Fund size (AUM)$276M$80M
Since20162016
Dividend yield1.92%2.40%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+17.7%+29.8%
CAGR 3Y+14.3%+20.1%
CAGR 5Y+9.5%+12.5%
Sharpe 3Y0.871.08
Volatility 1Y10.39%13.63%
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.

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