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INEQ vs FDVV

Columbia International Equity Income ETF vs Fidelity High Dividend ETF

INEQ

Columbia International Equity Income ETF

Columbia Threadneedle

Annual cost

0.45%

Fund size

$80M

FDVV

Fidelity High Dividend ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$9.2B

Key differences

  • FDVV costs 0.30% less per year.
  • FDVV is significantly larger than INEQ — larger funds tend to be more liquid and less likely to close.
  • INEQ covers global markets; FDVV covers north america.

Side-by-side comparison

INEQFDVV
Annual cost (TER)0.45%0.15%
Fund size (AUM)$80M$9.2B
Since20162016
Dividend yield2.40%2.81%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.8%+26.6%
CAGR 3Y+20.1%+20.6%
CAGR 5Y+12.5%+13.9%
Sharpe 3Y1.081.27
Volatility 1Y13.63%10.09%
Max drawdown-40.25%-40.25%

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

Similar to INEQ and FDVV