INEQ vs DVAL

Comparison between COLUMBIA INTERNATIONAL EQUITY INCOME ETF (INEQ, ETF) and BRANDYWINEGLOBAL-DYNAMIC US LARGE CAP VALUE ETF (DVAL, ETF).

INEQ vs DVAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INEQ(ETF)	DVAL(ETF)
Net Assets	$80M	$80M
Expense Ratio	0.45%	0.49%
Max Drawdown	47.22%	20.38%
Sharpe Ratio	1.31	1.00
5Y Beta	0.65	0.67
P/E Ratio	N/A	13.13
Forward P/E	N/A	12.63
PEG Ratio	N/A	0.27
5Y Dividends CAGR	40.24%	N/A
5Y EPS CAGR	N/A	13.94%
Debt to Equity	N/A	58.00%
P/S Ratio	N/A	1.33
P/B Ratio	N/A	2.41

Net Assets

Winner

INEQ

$80M

DVAL

$80M

Expense Ratio

Winner

INEQ

0.45%

DVAL

0.49%

Max Drawdown

INEQ

47.22%

Winner

DVAL

20.38%

Sharpe Ratio

Winner

INEQ

1.31

DVAL

1.00

5Y Beta

Winner

INEQ

0.65

DVAL

0.67

P/E Ratio

INEQ

N/A

DVAL

13.13

Forward P/E

INEQ

N/A

DVAL

12.63

PEG Ratio

INEQ

N/A

DVAL

0.27

5Y Dividends CAGR

INEQ

40.24%

DVAL

N/A

5Y EPS CAGR

INEQ

N/A

DVAL

13.94%

Debt to Equity

INEQ

N/A

DVAL

58.00%

P/S Ratio

INEQ

N/A

DVAL

1.33

P/B Ratio

INEQ

N/A

DVAL

2.41

INEQ vs DVAL - Historical Returns

Returns include dividend reinvestment.

Period	INEQ	DVAL
1 month	-2.10%	+2.36%
3 months	+0.07%	+2.06%
6 months	+8.08%	+8.02%
1 year	+22.82%	+14.90%
5 years(CAGR)	+11.25%	N/A
10 years(CAGR)	+9.61%	N/A
Max(CAGR)	+9.61%	+10.96%

INEQ

-2.10%

Winner

DVAL

+2.36%

INEQ

+0.07%

Winner

DVAL

+2.06%

Winner

INEQ

+8.08%

DVAL

+8.02%

Winner

INEQ

+22.82%

DVAL

+14.90%

5Y(CAGR)

INEQ

+11.25%

DVAL

N/A

10Y(CAGR)

INEQ

+9.61%

DVAL

N/A

Max(CAGR)

INEQ

+9.61%

Winner

DVAL

+10.96%

INEQ vs DVAL - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	INEQ	DVAL
2026	+4.74%	+6.67%
2025	+40.20%	+9.14%
2024	+6.96%	+12.13%
2023	+20.41%	+8.56%
2022	-6.27%	+1.62%
2021	+10.37%	N/A
2020	-1.43%	N/A
2019	+16.08%	N/A
2018	-18.12%	N/A
2017	+24.64%	N/A
2016	+8.86%	N/A

INEQ vs DVAL Drawdown Comparison

The maximum drawdown for INEQ was -41.56%, occurring on Mar 23, 2020. Recovery took 823 trading sessions.

The maximum drawdown for DVAL was -18.14%, occurring on Apr 8, 2025. Recovery took 258 trading sessions.

The current INEQ drawdown is -5.76%. The current DVAL drawdown is -0.35%.

Rank	INEQ	DVAL
#1	-41.56% Jan 29, 2018 - May 6, 2021	-18.14% Nov 29, 2024 - Dec 11, 2025
#2	-24.52% Sep 13, 2021 - Apr 21, 2023	-11.87% Feb 2, 2023 - Dec 19, 2023
#3	-14.38% Mar 19, 2025 - May 12, 2025	-6.20% Feb 9, 2026 - Jun 4, 2026
#4	-9.56% Feb 27, 2026 - Mar 20, 2026	-6.14% Nov 30, 2022 - Jan 11, 2023
#5	-8.76% Jul 13, 2023 - Dec 1, 2023	-6.09% Mar 28, 2024 - Jul 31, 2024
#6	-8.62% Aug 27, 2024 - Feb 18, 2025	-5.95% Jul 31, 2024 - Aug 23, 2024
#7	-6.50% Jul 12, 2024 - Aug 19, 2024	-3.74% Oct 18, 2024 - Nov 6, 2024
#8	-5.17% Jun 7, 2021 - Sep 3, 2021	-3.45% Aug 30, 2024 - Sep 19, 2024
#9	-4.35% Apr 9, 2024 - May 10, 2024	-3.07% Jan 13, 2023 - Jan 25, 2023
#10	-4.30% Jun 3, 2024 - Jul 12, 2024	-2.75% Nov 1, 2022 - Nov 7, 2022
#11	-4.15% Jun 15, 2023 - Jul 13, 2023	-2.11% Nov 11, 2022 - Nov 23, 2022
#12	-4.10% Nov 12, 2025 - Dec 3, 2025	-2.08% Nov 11, 2024 - Nov 22, 2024
#13	-3.66% Sep 6, 2016 - Dec 9, 2016	-2.01% Nov 8, 2022 - Nov 10, 2022
#14	-3.60% May 10, 2021 - Jun 4, 2021	-1.99% Jan 2, 2024 - Jan 26, 2024
#15	-3.54% Jul 23, 2025 - Aug 8, 2025	-1.84% Jan 15, 2026 - Jan 29, 2026

Correlation

Correlation between INEQ and DVAL is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2016 - 2026)

INEQ vs DVAL dividend yield comparison.

Year	INEQ	DVAL
2026	0.19%	0.00%
2025	9.76%	2.00%
2024	3.11%	2.82%
2023	3.27%	1.16%
2022	3.58%	13.13%
2021	3.43%	0.00%
2020	2.64%	0.00%
2019	3.34%	0.00%
2018	7.25%	0.00%
2017	4.63%	0.00%
2016	2.52%	0.00%