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EQIN vs LRGF

Columbia U.S. Equity Income ETF vs iShares U.S. Equity Factor ETF

EQIN

Columbia U.S. Equity Income ETF

Annual cost

0.35%

Fund size

$287M

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

Key differences

Both EQIN and LRGF are equity ETFs. EQIN charges 0.35% a year and LRGF 0.08%. The main difference: EQIN follows a active selection strategy; LRGF uses index enhanced.

  • EQIN follows a active selection strategy; LRGF uses index enhanced.
  • LRGF costs 0.27% less per year.
  • LRGF is much larger than EQIN. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LRGF has delivered higher annualized returns.

Side-by-side comparison

EQINLRGF
Annual cost (TER)0.35%0.08%
Fund size (AUM)$287M$3.5B
Since20162015
Dividend yield1.91%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1Y+18.7%+22.2%
CAGR 3Y+15.9%+23.0%
CAGR 5Y+9.7%+13.5%
Sharpe 3Y0.991.20
Volatility 1Y10.35%12.32%
Max drawdown-42.16%-36.03%

Similar to EQIN and LRGF