INEQ vs SPXE

Comparison between COLUMBIA INTERNATIONAL EQUITY INCOME ETF (INEQ, ETF) and PROSHARES S&P 500 EX-ENERGY ETF (SPXE, ETF).

5-Year PerformanceSPXE has outperformed INEQ, delivering a return of +13.1% compared to +11.3%

INEQ vs SPXE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INEQ(ETF)	SPXE(ETF)
Net Assets	$80M	$80M
Expense Ratio	0.45%	0.09%
Max Drawdown	47.22%	32.27%
Sharpe Ratio	1.31	1.52
5Y Beta	0.65	0.98
P/E Ratio	N/A	29.59
Forward P/E	N/A	23.04
5Y Dividends CAGR	40.24%	9.62%
5Y EPS CAGR	N/A	29.77%
Debt to Equity	N/A	39.29%
P/S Ratio	N/A	3.82
P/B Ratio	N/A	5.95

Net Assets

Winner

INEQ

$80M

SPXE

$80M

Expense Ratio

INEQ

0.45%

Winner

SPXE

0.09%

Max Drawdown

INEQ

47.22%

Winner

SPXE

32.27%

Sharpe Ratio

INEQ

1.31

Winner

SPXE

1.52

5Y Beta

Winner

INEQ

0.65

SPXE

0.98

P/E Ratio

INEQ

N/A

SPXE

29.59

Forward P/E

INEQ

N/A

SPXE

23.04

5Y Dividends CAGR

Winner

INEQ

40.24%

SPXE

9.62%

5Y EPS CAGR

INEQ

N/A

SPXE

29.77%

Debt to Equity

INEQ

N/A

SPXE

39.29%

P/S Ratio

INEQ

N/A

SPXE

3.82

P/B Ratio

INEQ

N/A

SPXE

5.95

INEQ vs SPXE - Historical Returns

Returns include dividend reinvestment.

Period	INEQ	SPXE
1 month	-2.10%	+2.25%
3 months	+0.07%	+8.96%
6 months	+8.08%	+7.89%
1 year	+22.82%	+25.46%
5 years(CAGR)	+11.25%	+13.08%
10 years(CAGR)	+9.61%	+15.40%
Max(CAGR)	+9.61%	+15.41%

INEQ

-2.10%

Winner

SPXE

+2.25%

INEQ

+0.07%

Winner

SPXE

+8.96%

Winner

INEQ

+8.08%

SPXE

+7.89%

INEQ

+22.82%

Winner

SPXE

+25.46%

5Y(CAGR)

INEQ

+11.25%

Winner

SPXE

+13.08%

10Y(CAGR)

INEQ

+9.61%

Winner

SPXE

+15.40%

Max(CAGR)

INEQ

+9.61%

Winner

SPXE

+15.41%

INEQ vs SPXE - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	INEQ	SPXE
2026	+4.74%	+8.03%
2025	+40.20%	+18.31%
2024	+6.96%	+26.55%
2023	+20.41%	+27.91%
2022	-6.27%	-20.92%
2021	+10.37%	+29.87%
2020	-1.43%	+19.36%
2019	+16.08%	+31.91%
2018	-18.12%	-5.53%
2017	+24.64%	+24.01%
2016	+8.86%	+12.06%
2015	N/A	+7.21%

INEQ vs SPXE Drawdown Comparison

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

The maximum drawdown for SPXE was -32.27%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.

The current INEQ drawdown is -5.76%. The current SPXE drawdown is -2.80%.

Rank	INEQ	SPXE
#1	-41.56% Jan 29, 2018 - May 6, 2021	-32.27% Feb 19, 2020 - Aug 5, 2020
#2	-24.52% Sep 13, 2021 - Apr 21, 2023	-26.49% Dec 29, 2021 - Dec 18, 2023
#3	-14.38% Mar 19, 2025 - May 12, 2025	-18.90% Feb 19, 2025 - Jun 26, 2025
#4	-9.56% Feb 27, 2026 - Mar 20, 2026	-18.59% Oct 3, 2018 - Apr 8, 2019
#5	-8.76% Jul 13, 2023 - Dec 1, 2023	-11.94% Dec 4, 2015 - Apr 14, 2016
#6	-8.62% Aug 27, 2024 - Feb 18, 2025	-10.10% Jan 12, 2026 - Apr 15, 2026
#7	-6.50% Jul 12, 2024 - Aug 19, 2024	-9.17% Sep 2, 2020 - Nov 13, 2020
#8	-5.17% Jun 7, 2021 - Sep 3, 2021	-8.71% Jul 16, 2024 - Sep 19, 2024
#9	-4.35% Apr 9, 2024 - May 10, 2024	-7.59% Jan 25, 2018 - Jul 24, 2018
#10	-4.30% Jun 3, 2024 - Jul 12, 2024	-6.63% May 3, 2019 - Jun 20, 2019
#11	-4.15% Jun 15, 2023 - Jul 13, 2023	-5.87% Jul 26, 2019 - Oct 21, 2019
#12	-4.10% Nov 12, 2025 - Dec 3, 2025	-5.74% Mar 28, 2024 - May 15, 2024
#13	-3.66% Sep 6, 2016 - Dec 9, 2016	-5.64% Jun 8, 2016 - Jul 8, 2016
#14	-3.60% May 10, 2021 - Jun 4, 2021	-5.55% Sep 3, 2021 - Oct 25, 2021
#15	-3.54% Jul 23, 2025 - Aug 8, 2025	-5.20% Oct 28, 2025 - Dec 11, 2025

Correlation

Correlation between INEQ and SPXE is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2015 - 2026)

INEQ vs SPXE dividend yield comparison.

Year	INEQ	SPXE
2026	0.19%	0.22%
2025	9.76%	0.99%
2024	3.11%	1.09%
2023	3.27%	1.29%
2022	3.58%	1.49%
2021	3.43%	0.94%
2020	2.64%	1.16%
2019	3.34%	1.38%
2018	7.25%	1.61%
2017	4.63%	1.65%
2016	2.52%	1.53%
2015	0.00%	0.51%