Screener
SCHD vs EQIN
Schwab U.S. Dividend Equity ETF vs Columbia U.S. Equity Income ETF
Key differences
Both SCHD and EQIN are equity ETFs. SCHD charges 0.06% a year and EQIN 0.35%. The main difference: SCHD follows a index tracking strategy; EQIN uses active selection.
- SCHD follows a index tracking strategy; EQIN uses active selection.
- SCHD costs 0.29% less per year.
- SCHD is much larger than EQIN. Larger funds are usually more liquid and less likely to close.
- SCHD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHD | EQIN | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.35% |
| Fund size (AUM) | $94.9B | $287M |
| Since | 2011 | 2016 |
| Dividend yield | 3.25% | 1.91% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +26.9% | +18.6% |
| CAGR 3Y | +15.3% | +15.3% |
| CAGR 5Y | +8.8% | +9.8% |
| Sharpe 3Y | 0.89 | 0.94 |
| Volatility 1Y | 10.93% | 10.37% |
| Max drawdown | -33.37% | -42.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.