Screener
INEQ vs SCHD
Columbia International Equity Income ETF vs Schwab U.S. Dividend Equity ETF
Key differences
Both INEQ and SCHD are equity ETFs. INEQ charges 0.45% a year and SCHD 0.06%. The main difference: INEQ follows a active selection strategy; SCHD uses index tracking.
- INEQ follows a active selection strategy; SCHD uses index tracking.
- INEQ covers global markets excluding the US; SCHD covers North America.
- SCHD costs 0.39% less per year.
- SCHD is much larger than INEQ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, INEQ has delivered higher annualized returns.
- SCHD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INEQ | SCHD | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.06% |
| Fund size (AUM) | $81M | $94.9B |
| Since | 2016 | 2011 |
| Dividend yield | 2.37% | 3.25% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.0% | +26.9% |
| CAGR 3Y | +19.9% | +15.3% |
| CAGR 5Y | +11.8% | +8.8% |
| Sharpe 3Y | 1.06 | 0.89 |
| Volatility 1Y | 13.83% | 10.93% |
| Max drawdown | -40.25% | -33.37% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.