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INCO vs EQIN

Columbia India Consumer ETF vs Columbia U.S. Equity Income ETF

INCO

Columbia India Consumer ETF

Columbia Threadneedle

Annual cost

0.75%

Fund size

$232M

EQIN

Columbia U.S. Equity Income ETF

Columbia Threadneedle

Annual cost

0.35%

Fund size

$276M

Key differences

  • EQIN costs 0.40% less per year.
  • INCO covers emerging markets markets; EQIN covers north america.
  • Over the last 3 years, EQIN has delivered higher annualized returns.
  • INCO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

INCOEQIN
Annual cost (TER)0.75%0.35%
Fund size (AUM)$232M$276M
Since20112016
Dividend yield0.00%1.92%
Asset classequityequity
Regionemerging marketsnorth america
Strategyindex trackingindex tracking
CAGR 1Y-9.4%+17.7%
CAGR 3Y+9.4%+14.3%
CAGR 5Y+7.1%+9.5%
Sharpe 3Y0.430.87
Volatility 1Y16.61%10.39%
Max drawdown-47.69%-42.16%

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

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