Columbia U.S. Equity Income ETF
$52.83−0.02 (−0.04%)
- 0.35%
- $309M
- +18.9%
- 1.96%
- 0M sh
- $52.39
- low $45.33high $56.20
The ETF.net EQIN Grade
B
Score 62 out of 100
- 20 of 53
Score 62 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.B61 out of 100Rank 20 of 53Mission
Whether the fund did what it promised, tested against its stated mandate.A90 out of 100Rank 9 of 50Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.A74 out of 100Rank 6 of 53Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.D29 out of 100Rank 39 of 53Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.C42 out of 100Rank 37 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
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.
The Fund seeks total return through current income and capital appreciation.
Why people hold it
- At 0.35% a year, it undercuts the typical U.S. dividend screener, where the median sits at 0.39%.
- About 100 holdings, so each name carries real weight instead of being diluted across a sprawling index. Income is paid out quarterly.
- The portfolio stays close to its stated job: total return from current income and capital appreciation in U.S. dividend-paying stocks. No style drift dressed up as income.
- Trading since 2016 and standing in the upper half of a crowded field of roughly 50 U.S. dividend-screen ETFs.
Worth knowing
- Thinly traded next to the category's heavyweights, so bid/ask spreads can be wider, especially on big or hurried orders.
- It beats the median on cost, not the leaders: VIG runs 0.04% and SCHD 0.06%. That gap compounds.
- Assets sit in the mid-size range rather than category-giant territory, which usually travels with lighter trading volume.
EQIN Holdings
- Stocks
- 101
- 39%
- ABBV
Sectors
- Financials27.5%
- Energy16.1%
- Health Care11.7%
- Consumer Staples11.5%
- Industrials9.6%
- Technology6.7%
- Consumer Discretionary5.6%
- Communication4.9%
- Utilities4.1%
- Materials2.5%
Geography
- United States99.43%
- Ireland0.57%
EQIN Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
EQIN$11,894
Returns run to the Oct 12, 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 | +13.0% |
| 1 month | −1.9% |
| 3 months | +1.3% |
| 1 year | +18.9% |
| 3 years | +15.4% |
| 5 years | +10.9% |
| 10 years | +12.0% |
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 | +13.0% | |
| 2025 | +9.4% | |
| 2024 | +13.9% | |
| 2023 | +11.6% | |
| 2022 | +0.6% | |
| 2021 | +31.2% | |
| 2020 | +0.7% |
EQIN in the news
Best ETFs
Schwab's dividend ETF returned 22.8% in a year. Its income rate still trails a one-month bill.
First-Year Review
Liberty One's Spectrum ETF returned 6.4%, 8.9 percentage points behind an S&P 500 fund
Category Review
The payout and the result came apart in option-income funds
First-Year Review
EASY's first year trailed the defensive index it names
EQIN Dividends
- 1.96%
- $1.03
- $0.27 per share
- Quarterly
Distribution history
EQIN Risk
- 10.2%
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.
- 0.92
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.
EQIN Cost
0.35%
EQIN0.35%
- The middle half of US Dividend Index funds
- Median 0.38%
19 of the 52 US Dividend Index funds charge less.
Other funds in US Dividend Index
- BXUDVFranklin US Dividend Booster Index ETFExpense ratio 0.09%1 year return +27.7%
- BCDCVictoryShares US EQ Income Enhanced Volatility Wtd ETFExpense ratio 0.38%1 year return +16.2%
- BFDRRFidelity Dividend ETF for Rising RatesExpense ratio 0.15%1 year return +24.1%
- BSPDVAAM S&P 500 High Dividend Value ETFExpense ratio 0.29%1 year return +22.2%
- BCDLVictoryShares US Large Cap High Div Volatility Wtd ETFExpense ratio 0.39%1 year return +16.2%