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INEQ vs CRUX

Columbia International Equity Income ETF vs Columbia Core Bond ETF

INEQ

Columbia International Equity Income ETF

Columbia Threadneedle

Annual cost

0.45%

Fund size

$80M

CRUX

Columbia Core Bond ETF

Columbia Threadneedle

Annual cost

0.32%

Fund size

$2.0B

Key differences

  • CRUX costs 0.13% less per year.
  • CRUX is significantly larger than INEQ — larger funds tend to be more liquid and less likely to close.
  • INEQ is classified as equity, while CRUX is fixed income — different risk/return profiles.
  • INEQ covers global markets; CRUX covers north america.
  • INEQ follows a index tracking strategy; CRUX uses active selection.
  • CRUX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

INEQCRUX
Annual cost (TER)0.45%0.32%
Fund size (AUM)$80M$2.0B
Since20162009
Dividend yield2.40%4.00%
Asset classequityfixed income
Regionglobalnorth america
Strategyindex trackingactive selection
CAGR 1Y+29.8%N/A
CAGR 3Y+20.1%N/A
CAGR 5Y+12.5%N/A
Sharpe 3Y1.08N/A
Volatility 1Y13.63%
Max drawdown-40.25%-1.86%

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

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