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