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INEQ vs LRGF

Columbia International Equity Income ETF vs iShares U.S. Equity Factor ETF

INEQ

Columbia International Equity Income ETF

Annual cost

0.45%

Fund size

$81M

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

Key differences

Both INEQ and LRGF are equity ETFs. INEQ charges 0.45% a year and LRGF 0.08%. The main difference: INEQ follows a active selection strategy; LRGF uses index enhanced.

  • INEQ follows a active selection strategy; LRGF uses index enhanced.
  • INEQ covers global markets; LRGF covers North America.
  • LRGF costs 0.37% less per year.
  • LRGF is much larger than INEQ. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LRGF has delivered higher annualized returns.

Side-by-side comparison

INEQLRGF
Annual cost (TER)0.45%0.08%
Fund size (AUM)$81M$3.5B
Since20162015
Dividend yield2.37%1.06%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex enhanced
CAGR 1Y+22.8%+22.2%
CAGR 3Y+20.0%+23.0%
CAGR 5Y+11.4%+13.5%
Sharpe 3Y1.061.20
Volatility 1Y13.62%12.32%
Max drawdown-40.25%-36.03%

Similar to INEQ and LRGF