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EQIN vs SMLF

Columbia U.S. Equity Income ETF vs iShares U.S. Small-Cap Equity Factor ETF

EQIN

Columbia U.S. Equity Income ETF

Annual cost

0.35%

Fund size

$287M

SMLF

iShares U.S. Small-Cap Equity Factor ETF

Annual cost

0.15%

Fund size

$3.9B

Key differences

Both EQIN and SMLF are equity ETFs. EQIN charges 0.35% a year and SMLF 0.15%. The main difference: EQIN follows a active selection strategy; SMLF uses index tracking.

  • EQIN follows a active selection strategy; SMLF uses index tracking.
  • SMLF costs 0.20% less per year.
  • SMLF is much larger than EQIN. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SMLF has delivered higher annualized returns.

Side-by-side comparison

EQINSMLF
Annual cost (TER)0.35%0.15%
Fund size (AUM)$287M$3.9B
Since20162015
Dividend yield1.91%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+18.7%+29.2%
CAGR 3Y+15.9%+21.0%
CAGR 5Y+9.7%+10.6%
Sharpe 3Y0.990.88
Volatility 1Y10.35%17.39%
Max drawdown-42.16%-41.89%

Similar to EQIN and SMLF