EQIN vs FTXO
Comparison between COLUMBIA U.S. EQUITY INCOME ETF (EQIN, ETF) and FIRST TRUST NASDAQ BANK ETF (FTXO, ETF).
5-Year PerformanceEQIN has outperformed FTXO, delivering a return of +9.9% compared to +7.8%
EQIN vs FTXO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EQIN
$287M
FTXO
$287M
Expense Ratio
Winner
EQIN
0.35%
FTXO
0.60%
Max Drawdown
Winner
EQIN
44.44%
FTXO
57.80%
Sharpe Ratio
Winner
EQIN
1.25
FTXO
1.14
5Y Beta
Winner
EQIN
0.58
FTXO
1.02
P/E Ratio
EQIN
18.51
Winner
FTXO
12.95
Forward P/E
EQIN
15.58
Winner
FTXO
11.81
PEG Ratio
EQIN
0.69
Winner
FTXO
0.42
5Y Dividends CAGR
Winner
EQIN
4.86%
FTXO
2.31%
5Y EPS CAGR
EQIN
9.75%
Winner
FTXO
9.91%
Debt to Equity
Winner
EQIN
35.37%
FTXO
67.85%
P/S Ratio
Winner
EQIN
1.75
FTXO
3.60
P/B Ratio
EQIN
2.97
Winner
FTXO
1.33
EQIN vs FTXO - Holdings Comparison
EQIN and FTXO have 7 common holdings. Overlap is 14.87%
EQIN's top 25 holdings weight is 64.58%. FTXO's top 25 holdings weight is 83.91%.
| Rank | EQIN | FTXO |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 5.03% | CITIGROUP INC (C) - 9.09% |
| #2 | JPMORGAN CHASE & CO (JPM) - 4.33% | BANK OF AMERICA CORP (BAC) - 8.04% |
| #3 | BANK OF AMERICA CORP (BAC) - 4.09% | JPMORGAN CHASE & CO (JPM) - 7.65% |
| #4 | THE HOME DEPOT INC (HD) - 3.91% | TRUIST FINANCIAL CORP (TFC) - 7.45% |
| #5 | PROCTER & GAMBLE CO (PG) - 3.74% | WELLS FARGO & CO (WFC) - 7.45% |
| #6 | CHEVRON CORP (CVX) - 3.68% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.97% |
| #7 | CATERPILLAR INC (CAT) - 3.39% | M&T BANK CORP (MTB) - 3.82% |
| #8 | WELLS FARGO & CO (WFC) - 2.98% | U.S. BANCORP (USB) - 3.81% |
| #9 | THE GOLDMAN SACHS GROUP INC (GS) - 2.89% | CITIZENS FINANCIAL GROUP INC (CFG) - 3.80% |
| #10 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.84% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 3.33% |
| #11 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.83% | HUNTINGTON BANCSHARES INC (HBAN) - 3.17% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 2.65% | FIFTH THIRD BANCORP (FITB) - 3.08% |
| #13 | AMERICAN EXPRESS CO (AXP) - 2.48% | KEYCORP (KEY) - 2.77% |
| #14 | PEPSICO INC (PEP) - 2.29% | REGIONS FINANCIAL CORP (RF) - 2.70% |
| #15 | CITIGROUP INC (C) - 2.17% | EAST WEST BANCORP INC (EWBC) - 1.50% |
| #16 | VERIZON COMMUNICATIONS INC (VZ) - 2.01% | WEBSTER FINANCIAL CORP (WBS) - 1.41% |
| #17 | THE WALT DISNEY CO (DIS) - 1.92% | SOUTHSTATE BANK CORP (SSB) - 1.31% |
| #18 | QUALCOMM INC (QCOM) - 1.62% | FIRST HORIZON CORP (FHN) - 1.30% |
| #19 | LOWE'S COMPANIES INC (LOW) - 1.59% | OLD NATIONAL BANCORP (ONB) - 1.29% |
| #20 | ANALOG DEVICES INC (ADI) - 1.57% | UMB FINANCIAL CORP (UMBF) - 1.25% |
| #21 | LOCKHEED MARTIN CORP (LMT) - 1.50% | VALLEY NATIONAL BANCORP (VLY) - 1.23% |
| #22 | DEERE & CO (DE) - 1.41% | ZIONS BANCORP NA (ZION) - 1.17% |
| #23 | CONOCOPHILLIPS (COP) - 1.34% | PROSPERITY BANCSHARES INC (PB) - 1.13% |
| #24 | PROGRESSIVE CORP (PGR) - 1.21% | WESTERN ALLIANCE BANCORP (WAL) - 1.11% |
| #25 | COMCAST CORP CLASS A (CMCSA) - 1.11% | WINTRUST FINANCIAL CORP (WTFC) - 1.08% |
| Total Holdings | 103 | 52 |
EQIN vs FTXO - Historical Returns
Returns include dividend reinvestment.
1M
EQIN
+3.73%
Winner
FTXO
+8.79%
3M
EQIN
+6.73%
Winner
FTXO
+18.08%
6M
Winner
EQIN
+9.23%
FTXO
+8.50%
1Y
EQIN
+17.97%
Winner
FTXO
+33.02%
5Y(CAGR)
Winner
EQIN
+9.88%
FTXO
+7.80%
10Y(CAGR)
Winner
EQIN
+12.37%
FTXO
+10.03%
Max(CAGR)
Winner
EQIN
+12.37%
FTXO
+10.03%
EQIN vs FTXO - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | EQIN | FTXO |
|---|---|---|
| 2026 | +9.31% | +7.38% |
| 2025 | +9.48% | +21.84% |
| 2024 | +13.62% | +27.87% |
| 2023 | +11.84% | -0.08% |
| 2022 | +0.23% | -20.09% |
| 2021 | +32.87% | +40.98% |
| 2020 | +0.36% | -13.08% |
| 2019 | +30.05% | +27.81% |
| 2018 | -11.90% | -21.97% |
| 2017 | +18.37% | +13.86% |
| 2016 | +15.21% | +26.36% |
EQIN vs FTXO Drawdown Comparison
The maximum drawdown for EQIN was -42.16%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for FTXO was -55.24%, occurring on Mar 23, 2020. Recovery took 742 trading sessions.
The current FTXO drawdown is -0.80%.
| Rank | EQIN | FTXO |
|---|---|---|
| #1 | -42.16% Jan 17, 2020 - Jan 6, 2021 | -55.24% Mar 9, 2018 - Feb 19, 2021 |
| #2 | -21.97% Dec 26, 2017 - Nov 4, 2019 | -46.57% Jan 14, 2022 - Nov 6, 2024 |
| #3 | -18.52% Apr 20, 2022 - Jul 21, 2023 | -25.83% Nov 25, 2024 - Jul 3, 2025 |
| #4 | -12.05% Feb 20, 2025 - Sep 11, 2025 | -16.69% Feb 6, 2026 - Mar 13, 2026 |
| #5 | -8.59% Jul 31, 2023 - Dec 11, 2023 | -14.20% Jun 1, 2021 - Sep 27, 2021 |
| #6 | -7.53% May 10, 2021 - Oct 22, 2021 | -12.81% Mar 1, 2017 - Oct 26, 2017 |
| #7 | -6.45% Oct 14, 2024 - Feb 19, 2025 | -11.30% Oct 22, 2021 - Jan 6, 2022 |
| #8 | -6.44% Jan 14, 2022 - Mar 25, 2022 | -9.10% Sep 18, 2025 - Dec 3, 2025 |
| #9 | -6.12% Jun 23, 2016 - Jul 13, 2016 | -8.07% Feb 1, 2018 - Mar 9, 2018 |
| #10 | -5.44% Nov 15, 2021 - Dec 16, 2021 | -7.91% Mar 12, 2021 - Apr 29, 2021 |
| #11 | -5.41% Feb 10, 2026 - Jun 2, 2026 | -6.43% Jul 23, 2025 - Aug 22, 2025 |
| #12 | -5.14% Jul 31, 2024 - Aug 23, 2024 | -5.36% Feb 24, 2021 - Mar 8, 2021 |
| #13 | -4.87% Jan 14, 2021 - Feb 8, 2021 | -5.00% Oct 27, 2017 - Nov 29, 2017 |
| #14 | -4.39% Mar 28, 2024 - May 15, 2024 | -4.45% Jan 4, 2017 - Jan 25, 2017 |
| #15 | -4.00% Oct 27, 2025 - Dec 4, 2025 | -4.08% Jan 6, 2026 - Feb 3, 2026 |
Correlation
Correlation between EQIN and FTXO is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2016 - 2026)
EQIN vs FTXO dividend yield comparison.
| Year | EQIN | FTXO |
|---|---|---|
| 2026 | 0.46% | 0.18% |
| 2025 | 2.05% | 1.92% |
| 2024 | 4.34% | 2.18% |
| 2023 | 2.41% | 3.20% |
| 2022 | 2.71% | 2.94% |
| 2021 | 2.57% | 1.64% |
| 2020 | 2.54% | 2.74% |
| 2019 | 2.70% | 2.53% |
| 2018 | 7.81% | 3.51% |
| 2017 | 11.52% | 1.09% |
| 2016 | 2.45% | 0.17% |
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