Screener
UDI vs EQIN
USCF Dividend Income ETF vs Columbia U.S. Equity Income ETF
Key differences
Both UDI and EQIN are equity ETFs. UDI charges 0.65% a year and EQIN 0.35%. The main difference: EQIN costs 0.30% less per year.
- EQIN costs 0.30% less per year.
- EQIN is much larger than UDI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, UDI has delivered higher annualized returns.
- EQIN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UDI | EQIN | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.35% |
| Fund size (AUM) | $4M | $287M |
| Since | 2022 | 2016 |
| Dividend yield | 2.50% | 1.91% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.7% | +18.6% |
| CAGR 3Y | +17.3% | +15.3% |
| CAGR 5Y | N/A | +9.8% |
| Sharpe 3Y | 1.05 | 0.94 |
| Volatility 1Y | 10.29% | 10.37% |
| Max drawdown | -14.17% | -42.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.