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