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EQIN vs PSC

Columbia U.S. Equity Income ETF vs Principal U.S. Small-Cap ETF

EQIN

Columbia U.S. Equity Income ETF

Annual cost

0.35%

Fund size

$287M

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

Key differences

Both EQIN and PSC are equity ETFs. EQIN charges 0.35% a year and PSC 0.38%. The main difference: EQIN follows a active selection strategy; PSC uses index tracking.

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

Side-by-side comparison

EQINPSC
Annual cost (TER)0.35%0.38%
Fund size (AUM)$287M$2.1B
Since20162016
Dividend yield1.91%0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+18.7%+26.2%
CAGR 3Y+15.9%+19.4%
CAGR 5Y+9.7%+7.9%
Sharpe 3Y0.990.80
Volatility 1Y10.35%18.88%
Max drawdown-42.16%-46.75%

Similar to EQIN and PSC