EQIN vs ILDR
Comparison between COLUMBIA U.S. EQUITY INCOME ETF (EQIN, ETF) and FIRST TRUST INNOVATION LEADERS ETF (ILDR, ETF).
5-Year PerformanceILDR has outperformed EQIN, delivering a return of +12.4% compared to +9.9%
EQIN vs ILDR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EQIN
$287M
ILDR
$287M
Expense Ratio
Winner
EQIN
0.35%
ILDR
0.75%
Max Drawdown
Winner
EQIN
44.44%
ILDR
44.70%
Sharpe Ratio
EQIN
1.25
Winner
ILDR
1.35
5Y Beta
Winner
EQIN
0.58
ILDR
1.39
P/E Ratio
Winner
EQIN
18.51
ILDR
52.50
Forward P/E
Winner
EQIN
15.58
ILDR
27.23
PEG Ratio
EQIN
0.69
ILDR
N/A
5Y Dividends CAGR
EQIN
4.86%
ILDR
N/A
5Y EPS CAGR
EQIN
9.75%
Winner
ILDR
32.88%
Debt to Equity
EQIN
35.37%
Winner
ILDR
-111.56%
P/S Ratio
Winner
EQIN
1.75
ILDR
7.36
P/B Ratio
Winner
EQIN
2.97
ILDR
8.95
EQIN vs ILDR - Holdings Comparison
EQIN and ILDR have 2 common holdings. Overlap is 0.38%
EQIN's top 25 holdings weight is 64.58%. ILDR's top 25 holdings weight is 70.49%.
| Rank | EQIN | ILDR |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 5.03% | NVIDIA CORP (NVDA) - 7.07% |
| #2 | JPMORGAN CHASE & CO (JPM) - 4.33% | MARVELL TECHNOLOGY INC (MRVL) - 5.60% |
| #3 | BANK OF AMERICA CORP (BAC) - 4.09% | BROADCOM INC (AVGO) - 5.32% |
| #4 | THE HOME DEPOT INC (HD) - 3.91% | AMAZON.COM INC (AMZN) - 5.18% |
| #5 | PROCTER & GAMBLE CO (PG) - 3.74% | ALPHABET INC CLASS A (GOOGL) - 4.81% |
| #6 | CHEVRON CORP (CVX) - 3.68% | ADVANCED MICRO DEVICES INC (AMD) - 4.57% |
| #7 | CATERPILLAR INC (CAT) - 3.39% | ORACLE CORP (ORCL) - 4.26% |
| #8 | WELLS FARGO & CO (WFC) - 2.98% | MICRON TECHNOLOGY INC (MU) - 4.04% |
| #9 | THE GOLDMAN SACHS GROUP INC (GS) - 2.89% | MICROSOFT CORP (MSFT) - 3.78% |
| #10 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.84% | ELI LILLY AND CO (LLY) - 3.24% |
| #11 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.83% | PALO ALTO NETWORKS INC (PANW) - 2.48% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 2.65% | SCHNEIDER ELECTRIC SE (n/a) - 2.19% |
| #13 | AMERICAN EXPRESS CO (AXP) - 2.48% | META PLATFORMS INC CLASS A (META) - 2.05% |
| #14 | PEPSICO INC (PEP) - 2.29% | TESLA INC (TSLA) - 2.05% |
| #15 | CITIGROUP INC (C) - 2.17% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.87% |
| #16 | VERIZON COMMUNICATIONS INC (VZ) - 2.01% | SERVICENOW INC (NOW) - 1.57% |
| #17 | THE WALT DISNEY CO (DIS) - 1.92% | EATON CORP PLC (ETN) - 1.43% |
| #18 | QUALCOMM INC (QCOM) - 1.62% | ARISTA NETWORKS INC (ANET) - 1.32% |
| #19 | LOWE'S COMPANIES INC (LOW) - 1.59% | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.23% |
| #20 | ANALOG DEVICES INC (ADI) - 1.57% | NEXTERA ENERGY INC (NEE) - 1.13% |
| #21 | LOCKHEED MARTIN CORP (LMT) - 1.50% | n/a (SHOP) - 1.11% |
| #22 | DEERE & CO (DE) - 1.41% | ARGENX SE (n/a) - 1.11% |
| #23 | CONOCOPHILLIPS (COP) - 1.34% | n/a (DELL) - 1.05% |
| #24 | PROGRESSIVE CORP (PGR) - 1.21% | ASCENDIS PHARMA AS (ASND) - 1.05% |
| #25 | COMCAST CORP CLASS A (CMCSA) - 1.11% | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.98% |
| Total Holdings | 103 | 79 |
EQIN vs ILDR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQIN
+3.73%
ILDR
+2.86%
3M
EQIN
+6.73%
Winner
ILDR
+22.62%
6M
EQIN
+9.23%
Winner
ILDR
+15.07%
1Y
EQIN
+17.97%
Winner
ILDR
+34.59%
5Y(CAGR)
EQIN
+9.88%
Winner
ILDR
+12.37%
10Y(CAGR)
EQIN
+12.37%
ILDR
N/A
Max(CAGR)
EQIN
+12.37%
Winner
ILDR
+13.07%
EQIN vs ILDR - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | EQIN | ILDR |
|---|---|---|
| 2026 | +9.31% | +13.47% |
| 2025 | +9.48% | +28.02% |
| 2024 | +13.62% | +31.47% |
| 2023 | +11.84% | +39.88% |
| 2022 | +0.23% | -35.07% |
| 2021 | +32.87% | +7.29% |
| 2020 | +0.36% | N/A |
| 2019 | +30.05% | N/A |
| 2018 | -11.90% | N/A |
| 2017 | +18.37% | N/A |
| 2016 | +15.21% | N/A |
EQIN vs ILDR Drawdown Comparison
The maximum drawdown for EQIN was -42.16%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for ILDR was -44.61%, occurring on Jun 16, 2022. Recovery took 658 trading sessions.
The current ILDR drawdown is -6.93%.
| Rank | EQIN | ILDR |
|---|---|---|
| #1 | -42.16% Jan 17, 2020 - Jan 6, 2021 | -44.61% Nov 17, 2021 - Jul 3, 2024 |
| #2 | -21.97% Dec 26, 2017 - Nov 4, 2019 | -26.43% Feb 18, 2025 - Jun 12, 2025 |
| #3 | -18.52% Apr 20, 2022 - Jul 21, 2023 | -17.70% Oct 29, 2025 - Apr 22, 2026 |
| #4 | -12.05% Feb 20, 2025 - Sep 11, 2025 | -13.41% Jul 16, 2024 - Sep 24, 2024 |
| #5 | -8.59% Jul 31, 2023 - Dec 11, 2023 | -9.57% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -7.53% May 10, 2021 - Oct 22, 2021 | -9.31% Sep 3, 2021 - Nov 4, 2021 |
| #7 | -6.45% Oct 14, 2024 - Feb 19, 2025 | -6.17% Jan 23, 2025 - Feb 18, 2025 |
| #8 | -6.44% Jan 14, 2022 - Mar 25, 2022 | -5.87% Dec 6, 2024 - Jan 21, 2025 |
| #9 | -6.12% Jun 23, 2016 - Jul 13, 2016 | -4.38% Jul 9, 2021 - Jul 23, 2021 |
| #10 | -5.44% Nov 15, 2021 - Dec 16, 2021 | -4.12% May 14, 2026 - May 26, 2026 |
| #11 | -5.41% Feb 10, 2026 - Jun 2, 2026 | -3.90% Aug 5, 2021 - Aug 24, 2021 |
| #12 | -5.14% Jul 31, 2024 - Aug 23, 2024 | -3.77% Nov 7, 2024 - Nov 26, 2024 |
| #13 | -4.87% Jan 14, 2021 - Feb 8, 2021 | -3.64% Oct 9, 2025 - Oct 24, 2025 |
| #14 | -4.39% Mar 28, 2024 - May 15, 2024 | -3.61% Jul 30, 2025 - Aug 28, 2025 |
| #15 | -4.00% Oct 27, 2025 - Dec 4, 2025 | -3.55% Sep 22, 2025 - Oct 6, 2025 |
Correlation
Correlation between EQIN and ILDR is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2016 - 2026)
EQIN vs ILDR dividend yield comparison.
| Year | EQIN | ILDR |
|---|---|---|
| 2026 | 0.46% | 0.00% |
| 2025 | 2.05% | 0.00% |
| 2024 | 4.34% | 0.00% |
| 2023 | 2.41% | 0.00% |
| 2022 | 2.71% | 0.00% |
| 2021 | 2.57% | 0.16% |
| 2020 | 2.54% | 0.00% |
| 2019 | 2.70% | 0.00% |
| 2018 | 7.81% | 0.00% |
| 2017 | 11.52% | 0.00% |
| 2016 | 2.45% | 0.00% |
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