Screener
EQIN vs SCHY
Columbia U.S. Equity Income ETF vs Schwab International Dividend Equity ETF
Key differences
Both EQIN and SCHY are equity ETFs. EQIN charges 0.35% a year and SCHY 0.08%. The main difference: EQIN follows a active selection strategy; SCHY uses index tracking.
- EQIN follows a active selection strategy; SCHY uses index tracking.
- EQIN covers North America; SCHY covers global markets excluding the US.
- SCHY costs 0.27% less per year.
- SCHY is much larger than EQIN. Larger funds are usually more liquid and less likely to close.
- EQIN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EQIN | SCHY | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.08% |
| Fund size (AUM) | $287M | $2.3B |
| Since | 2016 | 2021 |
| Dividend yield | 1.91% | 3.40% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.6% | +23.5% |
| CAGR 3Y | +15.3% | +16.2% |
| CAGR 5Y | +9.8% | +8.3% |
| Sharpe 3Y | 0.94 | 1.00 |
| Volatility 1Y | 10.37% | 12.07% |
| Max drawdown | -42.16% | -24.03% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.