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EQIN vs UDIV

Columbia U.S. Equity Income ETF vs Franklin U.S. Core Dividend Tilt Index ETF

EQIN

Columbia U.S. Equity Income ETF

Columbia Threadneedle

Annual cost

0.35%

Fund size

$276M

UDIV

Franklin U.S. Core Dividend Tilt Index ETF

Franklin Templeton Investments

Annual cost

0.06%

Fund size

$121M

Key differences

  • UDIV costs 0.29% less per year.
  • Over the last 3 years, UDIV has delivered higher annualized returns.

Side-by-side comparison

EQINUDIV
Annual cost (TER)0.35%0.06%
Fund size (AUM)$276M$121M
Since20162016
Dividend yield1.92%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+17.7%+36.5%
CAGR 3Y+14.3%+25.4%
CAGR 5Y+9.5%+14.4%
Sharpe 3Y0.871.36
Volatility 1Y10.39%12.06%
Max drawdown-42.16%-35.21%

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

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