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INCO vs INEQ

Columbia India Consumer ETF vs Columbia International Equity Income ETF

INCO

Columbia India Consumer ETF

Columbia Threadneedle

Annual cost

0.75%

Fund size

$232M

INEQ

Columbia International Equity Income ETF

Columbia Threadneedle

Annual cost

0.45%

Fund size

$80M

Key differences

  • INEQ costs 0.30% less per year.
  • INCO covers emerging markets markets; INEQ covers global.
  • Over the last 3 years, INEQ has delivered higher annualized returns.
  • INCO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

INCOINEQ
Annual cost (TER)0.75%0.45%
Fund size (AUM)$232M$80M
Since20112016
Dividend yield0.00%2.40%
Asset classequityequity
Regionemerging marketsglobal
Strategyindex trackingindex tracking
CAGR 1Y-9.4%+29.8%
CAGR 3Y+9.4%+20.1%
CAGR 5Y+7.1%+12.5%
Sharpe 3Y0.431.08
Volatility 1Y16.61%13.63%
Max drawdown-47.69%-40.25%

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

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