
Columbia U.S. Equity Income ETF
$54.81−0.13 (−0.24%)
- 0.35%
- $325M
- +20.7%
- 1.88%
- 15K sh
- low $45.33high $56.32
The ETF.net EQIN Grade
Score 61 out of 100
- 20 of 53
Score 61 of 100 falls in the B band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.B57 out of 100Rank 20 of 53Mission
Whether the fund did what it promised, tested against its stated mandate.A91 out of 100Rank 9 of 50Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.B68 out of 100Rank 11 of 53Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.D33 out of 100Rank 39 of 53Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.C40 out of 100Rank 39 of 53Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.C51 out of 100Rank 35 of 53
Our read on EQIN
In short
BA compact take on U.S. dividend payers: roughly 100 names chasing income plus capital appreciation, not raw yield. Priced under the typical dividend screener, though the category's giants cost less still.
Stated mandate
The Fund seeks total return through current income and capital appreciation.
Why people hold it
Worth knowing
EQIN Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Returns run to the Nov 9, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | EQIN |
|---|---|
| Year to date | +17.4% |
| 1 month | +4.9% |
| 3 months | +2.5% |
| 1 year | +20.7% |
| 3 years | +17.1% |
| 5 years | +11.0% |
| 10 years | +12.6% |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | EQIN |
|---|---|---|
| 2026 YTD | +17.4% | |
| 2025 | +9.4% | |
| 2024 | +13.9% | |
| 2023 | +11.6% | |
| 2022 | +0.6% | |
| 2021 | +31.2% | |
| 2020 | +0.7% |
EQIN in the news
EQIN Dividends
- 1.88%
- $1.03
- $0.27 per share
- Quarterly
Distribution history
EQIN Risk
- 10.8%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 1.20
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −18.5%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.54
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
EQIN Cost
Overpaying vs VIG, cheapest in US Dividend Index
$6,277
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
EQIN 0.35%
$7,126
VIG 0.04% Cheapest
$849
Cost over time
Year by year
| Year | EQIN | VIG | Overpaying |
|---|---|---|---|
| 10 | $634 | $73 | $561 |
| 20 | $2,454 | $288 | $2,166 |
| 30 | $7,126 | $849 | $6,277 |
Other funds in US Dividend Index
- BDHSWisdomTree U.S. High Dividend FundExpense ratio 0.38%1 year return +24.4%
- BDONWisdomTree U.S. MidCap Dividend FundExpense ratio 0.38%1 year return +16.8%
- BSPDVAAM S&P 500 High Dividend Value ETFExpense ratio 0.29%1 year return +27.6%
- BFDRRFidelity Dividend ETF for Rising RatesExpense ratio 0.15%1 year return +17.3%
- BVSDAVictoryShares Dividend Accelerator ETFExpense ratio 0.35%1 year return +23.9%




