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INEQ vs DVY

Columbia International Equity Income ETF vs iShares Select Dividend ETF

INEQ

Columbia International Equity Income ETF

Columbia Threadneedle

Annual cost

0.45%

Fund size

$80M

DVY

iShares Select Dividend ETF

iShares

Annual cost

0.38%

Fund size

$22.9B

Key differences

  • DVY costs 0.07% less per year.
  • DVY is significantly larger than INEQ — larger funds tend to be more liquid and less likely to close.
  • INEQ covers global markets; DVY covers north america.
  • Over the last 3 years, INEQ has delivered higher annualized returns.
  • DVY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

INEQDVY
Annual cost (TER)0.45%0.38%
Fund size (AUM)$80M$22.9B
Since20162003
Dividend yield2.40%3.38%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.8%+23.7%
CAGR 3Y+20.1%+16.0%
CAGR 5Y+12.5%+9.0%
Sharpe 3Y1.080.89
Volatility 1Y13.63%11.23%
Max drawdown-40.25%-41.59%

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

Similar to INEQ and DVY