Screener
INEQ vs SCHY
Columbia International Equity Income ETF vs Schwab International Dividend Equity ETF
Key differences
Both INEQ and SCHY are equity ETFs. INEQ charges 0.45% a year and SCHY 0.08%. The main difference: INEQ follows a active selection strategy; SCHY uses index tracking.
- INEQ follows a active selection strategy; SCHY uses index tracking.
- SCHY costs 0.37% less per year.
- SCHY 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.
- INEQ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| INEQ | SCHY | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.08% |
| Fund size (AUM) | $81M | $2.3B |
| Since | 2016 | 2021 |
| Dividend yield | 2.37% | 3.40% |
| Asset class | equity | equity |
| Region | global ex us | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.0% | +23.5% |
| CAGR 3Y | +19.9% | +16.2% |
| CAGR 5Y | +11.8% | +8.3% |
| Sharpe 3Y | 1.06 | 1.00 |
| Volatility 1Y | 13.83% | 12.07% |
| Max drawdown | -40.25% | -24.03% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.