Screener
INEQ vs UDI
Columbia International Equity Income ETF vs USCF Dividend Income ETF
Key differences
Both INEQ and UDI are equity ETFs. INEQ charges 0.45% a year and UDI 0.65%. The main difference: INEQ covers global markets excluding the US; UDI covers North America.
- INEQ covers global markets excluding the US; UDI covers North America.
- INEQ costs 0.20% less per year.
- INEQ is much larger than UDI. 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 | UDI | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.65% |
| Fund size (AUM) | $81M | $4M |
| Since | 2016 | 2022 |
| Dividend yield | 2.37% | 2.50% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.0% | +24.7% |
| CAGR 3Y | +19.9% | +17.3% |
| CAGR 5Y | +11.8% | N/A |
| Sharpe 3Y | 1.06 | 1.05 |
| Volatility 1Y | 13.83% | 10.29% |
| Max drawdown | -40.25% | -14.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.