EQIN vs ISCB
Comparison between COLUMBIA U.S. EQUITY INCOME ETF (EQIN, ETF) and ISHARES MORNINGSTAR SMALL-CAP ETF (ISCB, ETF).
5-Year PerformanceEQIN has outperformed ISCB, delivering a return of +11.1% compared to +7.2%
EQIN vs ISCB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EQIN
$287M
ISCB
$287M
Expense Ratio
EQIN
0.35%
Winner
ISCB
0.04%
Max Drawdown
Winner
EQIN
44.44%
ISCB
61.85%
Sharpe Ratio
Winner
EQIN
1.35
ISCB
1.28
5Y Beta
Winner
EQIN
0.56
ISCB
1.04
P/E Ratio
Winner
EQIN
18.19
ISCB
51.88
Forward P/E
Winner
EQIN
15.23
ISCB
16.76
PEG Ratio
EQIN
0.56
ISCB
N/A
5Y Dividends CAGR
EQIN
4.43%
Winner
ISCB
9.58%
5Y EPS CAGR
Winner
EQIN
9.69%
ISCB
7.88%
Debt to Equity
Winner
EQIN
8.60%
ISCB
30.36%
P/S Ratio
EQIN
1.82
Winner
ISCB
1.52
P/B Ratio
EQIN
2.91
Winner
ISCB
2.49
EQIN vs ISCB - Holdings Comparison
EQIN and ISCB have 1 common holdings. Overlap is -0.17%
EQIN's top 25 holdings weight is 63.27%. ISCB's top 25 holdings weight is 7.21%.
| Rank | EQIN | ISCB |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 4.81% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.49% |
| #2 | BANK OF AMERICA CORP (BAC) - 4.47% | OKTA INC CLASS A (OKTA) - 0.39% |
| #3 | UNITEDHEALTH GROUP INC (UNH) - 4.18% | SERVICE CORP INTERNATIONAL (SCI) - 0.34% |
| #4 | THE HOME DEPOT INC (HD) - 3.78% | WINTRUST FINANCIAL CORP (WTFC) - 0.34% |
| #5 | PROCTER & GAMBLE CO (PG) - 3.71% | UNITY SOFTWARE INC ORDINARY SHARES (U) - 0.34% |
| #6 | EXXON MOBIL CORP (XOM) - 3.70% | GUARDANT HEALTH INC (GH) - 0.32% |
| #7 | CHEVRON CORP (CVX) - 3.55% | STERLING INFRASTRUCTURE INC (STRL) - 0.32% |
| #8 | THE GOLDMAN SACHS GROUP INC (GS) - 3.23% | AKAMAI TECHNOLOGIES INC (AKAM) - 0.29% |
| #9 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.99% | ROKU INC CLASS A (ROKU) - 0.29% |
| #10 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.91% | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.28% |
| #11 | WELLS FARGO & CO (WFC) - 2.84% | VOYA FINANCIAL INC (VOYA) - 0.28% |
| #12 | CITIGROUP INC (C) - 2.59% | INVESCO LTD (IVZ) - 0.28% |
| #13 | AMERICAN EXPRESS CO (AXP) - 2.56% | CNH INDUSTRIAL NV (CNH) - 0.28% |
| #14 | QUALCOMM INC (QCOM) - 2.07% | ALKERMES PLC (ALKS) - 0.28% |
| #15 | VERIZON COMMUNICATIONS INC (VZ) - 1.89% | VIAVI SOLUTIONS INC (VIAV) - 0.28% |
| #16 | THE WALT DISNEY CO (DIS) - 1.79% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.25% |
| #17 | DEERE & CO (DE) - 1.70% | HOST HOTELS & RESORTS INC (HST) - 0.24% |
| #18 | BOOKING HOLDINGS INC (BKNG) - 1.53% | JONES LANG LASALLE INC (JLL) - 0.24% |
| #19 | PROGRESSIVE CORP (PGR) - 1.42% | IDEX CORP (IEX) - 0.24% |
| #20 | n/a (DELL) - 1.38% | QORVO INC (QRVO) - 0.24% |
| #21 | CONOCOPHILLIPS (COP) - 1.36% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.24% |
| #22 | LOWE'S COMPANIES INC (LOW) - 1.34% | BEST BUY CO INC (BBY) - 0.24% |
| #23 | LOCKHEED MARTIN CORP (LMT) - 1.30% | COREBRIDGE FINANCIAL INC (CRBG) - 0.24% |
| #24 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.09% | HEALTHPEAK PROPERTIES INC (DOC) - 0.24% |
| #25 | BANK OF NEW YORK MELLON CORP (BNY) - 1.08% | ARAMARK (ARMK) - 0.24% |
| Total Holdings | 102 | 1530 |
EQIN vs ISCB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQIN
+2.64%
ISCB
+1.64%
3M
EQIN
+4.83%
Winner
ISCB
+6.12%
6M
Winner
EQIN
+8.37%
ISCB
+8.07%
1Y
EQIN
+18.79%
Winner
ISCB
+27.02%
5Y(CAGR)
Winner
EQIN
+11.14%
ISCB
+7.22%
10Y(CAGR)
Winner
EQIN
+11.95%
ISCB
+9.30%
Max(CAGR)
Winner
EQIN
+12.39%
ISCB
+8.92%
EQIN vs ISCB - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | EQIN | ISCB |
|---|---|---|
| 2026 | +10.91% | +14.39% |
| 2025 | +9.48% | +12.40% |
| 2024 | +13.62% | +11.73% |
| 2023 | +11.84% | +20.10% |
| 2022 | +0.23% | -19.85% |
| 2021 | +32.87% | +19.27% |
| 2020 | +0.36% | +6.32% |
| 2019 | +30.05% | +29.09% |
| 2018 | -11.90% | -14.33% |
| 2017 | +18.37% | +12.73% |
| 2016 | +15.21% | +25.73% |
| 2015 | N/A | -5.44% |
| 2014 | N/A | +10.25% |
| 2013 | N/A | +33.18% |
| 2012 | N/A | +14.34% |
| 2011 | N/A | -6.32% |
| 2010 | N/A | +24.84% |
| 2009 | N/A | +36.83% |
| 2008 | N/A | -35.09% |
| 2007 | N/A | -5.29% |
| 2006 | N/A | +18.90% |
| 2005 | N/A | +7.92% |
| 2004 | N/A | +14.58% |
EQIN vs ISCB Drawdown Comparison
The maximum drawdown for EQIN was -42.16%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for ISCB was -61.25%, occurring on Mar 9, 2009. Recovery took 885 trading sessions.
The current EQIN drawdown is -0.44%. The current ISCB drawdown is -1.16%.
| Rank | EQIN | ISCB |
|---|---|---|
| #1 | -42.16% Jan 17, 2020 - Jan 6, 2021 | -61.25% Jul 13, 2007 - Jan 18, 2011 |
| #2 | -21.97% Dec 26, 2017 - Nov 4, 2019 | -44.18% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -18.52% Apr 20, 2022 - Jul 21, 2023 | -30.49% Apr 29, 2011 - Jan 2, 2013 |
| #4 | -12.05% Feb 20, 2025 - Sep 11, 2025 | -29.93% Nov 8, 2021 - Oct 14, 2024 |
| #5 | -8.59% Jul 31, 2023 - Dec 11, 2023 | -26.22% Nov 25, 2024 - Sep 11, 2025 |
| #6 | -7.53% May 10, 2021 - Oct 22, 2021 | -24.32% Aug 31, 2018 - Nov 4, 2019 |
| #7 | -6.45% Oct 14, 2024 - Feb 19, 2025 | -22.30% Jun 23, 2015 - Aug 15, 2016 |
| #8 | -6.44% Jan 14, 2022 - Mar 25, 2022 | -13.69% May 5, 2006 - Oct 26, 2006 |
| #9 | -6.12% Jun 23, 2016 - Jul 13, 2016 | -11.95% Jul 1, 2014 - Dec 23, 2014 |
| #10 | -5.44% Nov 15, 2021 - Dec 16, 2021 | -10.82% Mar 4, 2005 - Jun 17, 2005 |
| #11 | -5.41% Feb 10, 2026 - Jun 2, 2026 | -9.58% Jun 8, 2021 - Nov 1, 2021 |
| #12 | -5.14% Jul 31, 2024 - Aug 23, 2024 | -9.40% Feb 10, 2026 - Apr 17, 2026 |
| #13 | -4.87% Jan 14, 2021 - Feb 8, 2021 | -9.00% Jul 2, 2004 - Sep 13, 2004 |
| #14 | -4.39% Mar 28, 2024 - May 15, 2024 | -8.80% Aug 2, 2005 - Nov 22, 2005 |
| #15 | -4.00% Oct 27, 2025 - Dec 4, 2025 | -8.74% Jan 23, 2018 - Jun 5, 2018 |
Correlation
Correlation between EQIN and ISCB is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2004 - 2026)
EQIN vs ISCB dividend yield comparison.
| Year | EQIN | ISCB |
|---|---|---|
| 2026 | 0.95% | 0.54% |
| 2025 | 2.05% | 1.38% |
| 2024 | 4.34% | 1.31% |
| 2023 | 2.41% | 1.49% |
| 2022 | 2.71% | 1.63% |
| 2021 | 2.57% | 1.26% |
| 2020 | 2.54% | 1.26% |
| 2019 | 2.70% | 1.25% |
| 2018 | 7.81% | 1.60% |
| 2017 | 11.52% | 1.24% |
| 2016 | 2.45% | 1.58% |
| 2015 | 0.00% | 1.40% |
| 2014 | 0.00% | 1.18% |
| 2013 | 0.00% | 0.87% |
| 2012 | 0.00% | 1.86% |
| 2011 | 0.00% | 1.01% |
| 2010 | 0.00% | 1.04% |
| 2009 | 0.00% | 0.89% |
| 2008 | 0.00% | 1.02% |
| 2007 | 0.00% | 1.01% |
| 2006 | 0.00% | 0.73% |
| 2005 | 0.00% | 0.79% |
| 2004 | 0.00% | 0.45% |
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