INEQvsEFVETF Comparison
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Columbia International Equity Income ETF - USD (INEQ) and iShares MSCI EAFE Value ETF (EFV) belong to the same industry segment: DM Large & Mid Cap. Both ETFs have the same top 3 sector exposures: Financials, Industrials and Energy. INEQ is more expensive with a Total Expense Ratio (TER) of 0.46%, versus 0.31% for EFV. INEQ is up 6.54% year-to-date (YTD) with +$28M in YTD flows. EFV performs better with 6.91% YTD performance, and -$83M in YTD flows. Run a side-by-side ETF comparison of INEQ and EFV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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INEQ vs EFV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | INEQ EFV | +3.22%+6.11% | +2.83%+0.81% | +6.54%+6.91% | +33.81%+30.75% | +70.94%+74.24% | +78.61%+81.78% |
| Flows | INEQ EFV | -$4M- | +$24M-$172M | +$28M-$83M | +$39M+$2.59B | +$61M+$4.31B | +$62M+$7.37B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | INEQ EFV | +16.59%+18.66% | +12.51%+13.44% | +14.68%+13.88% | +14.61%+15.38% |
| Max drawdown | INEQ EFV | -9.21%-10.69% | -9.21%-10.69% | -15.76%-13.36% | -24.17%-25.83% |
| Max drawdown duration | INEQ EFV | 54d57d | 54d57d | 47d37d | 580d518d |
Trading data
INEQ | EFV | |
Last sale 4/28/2026 at 1:30 PM | $39.48 | $76.60 |
| Previous close 04/27/2026 | $39.34 | $76.48 |
| Consolidated volume 04/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
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INEQ
is actively managed and doesn’t replicate an indexINEQ | EFV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/28/2026 at 1:30 PM
Live
Closed
INEQ | EFV | |
|---|---|---|
| Last price | $39.48 | $76.60 |
| 1D performance | +0.36% | +0.16% |
| AuM | $78.71 M | $29.46 B |
| E/R | 0.46% | 0.31% |
Characteristics
INEQ | EFV | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Columbia Threadneedle Investments | iShares |
| Benchmark | - | MSCI EAFE Value Index |
| N° of holdings | 99 | 388 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 13, 2016 | August 1, 2005 |
| ESG | No | No |
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Exposure
Countries
INEQ
Japan
28.4%
United Kingdom
17.09%
Germany
14.62%
France
9.85%
Australia
8.6%
Other
21.43%
EFV
Japan
22.45%
United Kingdom
16.97%
Germany
8.62%
France
8.48%
Switzerland
8.48%
Other
35.01%
Sectors
INEQ
Financials
20.94%
Industrials
13.22%
Energy
12.42%
Health Care
11.81%
Materials
9.27%
Communication Ser.
7.65%
Other
24.69%
EFV
Financials
34.77%
Industrials
9.76%
Energy
7.96%
Consumer Staples
7.8%
Other
39.71%
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Diversification
INEQ
Total weight of top 15 holdings out of 15
52.67%
EFV
Total weight of top 15 holdings out of 15
25.54%
Top 15 holdings
Data as of March 31, 2026
INEQ
TOTALENERGIES SE
5.75%
SHELL PLC
5.68%
DEUTSCHE TELEKOM AG
4.53%
BHP GROUP LTD
4.50%
GSK PLC
4.24%
UNICREDIT SPA
3.83%
DBS GROUP HOLDINGS
3.50%
MUNICH RE
3.20%
TOKIO MARINE HOLDINGS
3.06%
VINCI
2.91%
KEYENCE
2.53%
ANHEUSER-BUSCH INBEV SA/NV
2.30%
GB00BM8PJY71
2.24%
HOYA
2.22%
TAKEDA PHARMACEUTICAL
2.17%
EFV
HSBC HOLDINGS
2.56%
CH1499059983
2.55%
SHELL PLC
2.49%
NESTLE SA
2.33%
TOYOTA
1.74%
TOTALENERGIES SE
1.71%
MITSUBISHI UFJ FINANCIAL GROUP
1.71%
BHP GROUP LTD
1.62%
BANCO SANTANDER SA
1.49%
ALLIANZ SE
1.46%
IBERDROLA SA
1.36%
BP
1.17%
BRITISH AMERICAN TOBACCO
1.16%
BBVA
1.11%
SIEMENS
1.08%
Frequently asked questions about INEQ and EFV
How have the INEQ and EFV ETFs performed in 2026?
As of April 24, 2026, INEQ is up 6.54% year-to-date (YTD), while EFV has returned 6.91%. That puts EFV better performer ahead so far this year.
Which ETF is attracting more investor money: INEQ or EFV?
Year-to-date, the INEQ ETF saw +$28M in flows, compared to -$83M for EFV.
Which ETF is more volatile: INEQ or EFV?
Over the past year, INEQ had a volatility of 12.51%, while EFV experienced 13.44%.
Which ETF is bigger: INEQ or EFV?
As of April 24, 2026, INEQ holds $78.71 M in assets under management (AUM), while EFV manages $29.46 B.
What sectors do the INEQ and EFV ETFs invest in?
INEQ leans toward sectors like Financials, Industrials and Energy. Meanwhile, EFV focuses on Financials, Industrials and Energy.
What are the top holdings of the INEQ ETF and EFV ETF?
INEQ top holdings include TOTALENERGIES SE, SHELL PLC and DEUTSCHE TELEKOM AG. EFV holds in its top three: HSBC HOLDINGS, CH1499059983 and SHELL PLC.
Which ETF is more diversified: INEQ or EFV?
INEQ holds 99 securities with 52.67% of its assets in the top 15. EFV has 409 securities and a top 15 weight of 25.54%.
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