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INEQ vs LVHI

Columbia International Equity Income ETF vs Franklin International Low Volatility High Dividend Index ETF

INEQ

Columbia International Equity Income ETF

Columbia Threadneedle

Annual cost

0.45%

Fund size

$80M

LVHI

Franklin International Low Volatility High Dividend Index ETF

Franklin Templeton Investments

Annual cost

0.40%

Fund size

$4.8B

Key differences

  • LVHI is significantly larger than INEQ — larger funds tend to be more liquid and less likely to close.
  • INEQ covers global markets; LVHI covers global ex us.
  • Over the last 3 years, LVHI has delivered higher annualized returns.

Side-by-side comparison

INEQLVHI
Annual cost (TER)0.45%0.40%
Fund size (AUM)$80M$4.8B
Since20162016
Dividend yield2.40%3.71%
Asset classequityequity
Regionglobalglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+29.8%+32.7%
CAGR 3Y+20.1%+21.7%
CAGR 5Y+12.5%+16.6%
Sharpe 3Y1.081.54
Volatility 1Y13.63%9.40%
Max drawdown-40.25%-32.31%

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

Similar to INEQ and LVHI