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EQIN vs TEQI

Columbia U.S. Equity Income ETF vs T. Rowe Price Equity Income ETF

EQIN

Columbia U.S. Equity Income ETF

Columbia Threadneedle

Annual cost

0.35%

Fund size

$276M

TEQI

T. Rowe Price Equity Income ETF

T. Rowe Price

Annual cost

0.54%

Fund size

$403M

Key differences

  • EQIN costs 0.19% less per year.
  • EQIN follows a index tracking strategy; TEQI uses active selection.
  • Over the last 3 years, TEQI has delivered higher annualized returns.

Side-by-side comparison

EQINTEQI
Annual cost (TER)0.35%0.54%
Fund size (AUM)$276M$403M
Since20162020
Dividend yield1.92%1.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+17.7%+24.4%
CAGR 3Y+14.3%+16.7%
CAGR 5Y+9.5%+9.8%
Sharpe 3Y0.870.99
Volatility 1Y10.39%10.61%
Max drawdown-42.16%-17.82%

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

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