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EQIN vs PY

Columbia U.S. Equity Income ETF vs Principal Value ETF

EQIN

Columbia U.S. Equity Income ETF

Columbia Threadneedle

Annual cost

0.35%

Fund size

$276M

PY

Principal Value ETF

Principal Funds

Annual cost

0.15%

Fund size

$212M

Key differences

  • PY costs 0.20% less per year.
  • EQIN follows a index tracking strategy; PY uses active selection.

Side-by-side comparison

EQINPY
Annual cost (TER)0.35%0.15%
Fund size (AUM)$276M$212M
Since20162016
Dividend yield1.92%2.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+17.7%+17.5%
CAGR 3Y+14.3%+13.5%
CAGR 5Y+9.5%+7.8%
Sharpe 3Y0.870.73
Volatility 1Y10.39%10.72%
Max drawdown-42.16%-45.44%

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

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