Screener
EQIN vs UDI
Columbia U.S. Equity Income ETF vs USCF Dividend Income ETF
Key differences
Both EQIN and UDI are equity ETFs. EQIN charges 0.35% a year and UDI 0.65%. The main difference: EQIN costs 0.30% less per year.
- EQIN costs 0.30% less per year.
- EQIN is much larger than UDI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, UDI has delivered higher annualized returns.
- EQIN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EQIN | UDI | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.65% |
| Fund size (AUM) | $287M | $4M |
| Since | 2016 | 2022 |
| Dividend yield | 1.91% | 2.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.6% | +24.7% |
| CAGR 3Y | +15.3% | +17.3% |
| CAGR 5Y | +9.8% | N/A |
| Sharpe 3Y | 0.94 | 1.05 |
| Volatility 1Y | 10.37% | 10.29% |
| Max drawdown | -42.16% | -14.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.