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INEQ vs IDV

Columbia International Equity Income ETF vs iShares International Select Dividend ETF

INEQ

Columbia International Equity Income ETF

Columbia Threadneedle

Annual cost

0.45%

Fund size

$80M

IDV

iShares International Select Dividend ETF

iShares

Annual cost

0.50%

Fund size

$8.5B

Key differences

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

Side-by-side comparison

INEQIDV
Annual cost (TER)0.45%0.50%
Fund size (AUM)$80M$8.5B
Since20162007
Dividend yield2.40%4.43%
Asset classequityequity
Regionglobalglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+29.8%+39.9%
CAGR 3Y+20.1%+25.1%
CAGR 5Y+12.5%+12.7%
Sharpe 3Y1.081.41
Volatility 1Y13.63%12.83%
Max drawdown-40.25%-42.50%

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

Similar to INEQ and IDV