EQIN vs KBWY
Comparison between COLUMBIA U.S. EQUITY INCOME ETF (EQIN, ETF) and INVESCO KBW PREMIUM YIELD EQUITY REIT ETF (KBWY, ETF).
5-Year PerformanceEQIN has outperformed KBWY, delivering a return of +9.4% compared to +2.7%
EQIN vs KBWY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EQIN
$276M
KBWY
$276M
Expense Ratio
EQIN
0.35%
KBWY
0.35%
Max Drawdown
Winner
EQIN
44.44%
KBWY
64.35%
Sharpe Ratio
Winner
EQIN
1.36
KBWY
1.28
5Y Beta
Winner
EQIN
0.58
KBWY
0.60
P/E Ratio
Winner
EQIN
18.40
KBWY
73.23
Forward P/E
Winner
EQIN
15.54
KBWY
33.36
PEG Ratio
EQIN
0.71
KBWY
N/A
5Y Dividends CAGR
Winner
EQIN
4.86%
KBWY
-2.55%
5Y EPS CAGR
Winner
EQIN
10.28%
KBWY
-5.84%
Debt to Equity
Winner
EQIN
43.12%
KBWY
88.67%
P/S Ratio
Winner
EQIN
1.75
KBWY
3.42
P/B Ratio
EQIN
2.93
Winner
KBWY
1.22
EQIN vs KBWY - Holdings Comparison
EQIN and KBWY have 1 common holdings. Overlap is 0.00%
EQIN's top 25 holdings weight is 64.58%. KBWY's top 25 holdings weight is 88.15%.
| Rank | EQIN | KBWY |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 5.03% | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 6.21% |
| #2 | JPMORGAN CHASE & CO (JPM) - 4.33% | COMMUNITY HEALTHCARE TRUST INC (CHCT) - 4.77% |
| #3 | BANK OF AMERICA CORP (BAC) - 4.09% | HIGHWOODS PROPERTIES INC (HIW) - 4.19% |
| #4 | THE HOME DEPOT INC (HD) - 3.91% | GLADSTONE COMMERCIAL CORP (GOOD) - 4.04% |
| #5 | PROCTER & GAMBLE CO (PG) - 3.74% | AH REALTY TRUST INC (AHRT) - 3.98% |
| #6 | CHEVRON CORP (CVX) - 3.68% | SL GREEN REALTY CORP (SLG) - 3.89% |
| #7 | CATERPILLAR INC (CAT) - 3.39% | APPLE HOSPITALITY REIT INC (APLE) - 3.76% |
| #8 | WELLS FARGO & CO (WFC) - 2.98% | DOUGLAS EMMETT INC (DEI) - 3.72% |
| #9 | THE GOLDMAN SACHS GROUP INC (GS) - 2.89% | CHIRON REAL ESTATE INC (XRN) - 3.62% |
| #10 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.84% | PARK HOTELS & RESORTS INC (PK) - 3.62% |
| #11 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.83% | RLJ LODGING TRUST REGISTERED SHS OF BENEF INTEREST (RLJ) - 3.59% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 2.65% | CTO REALTY GROWTH INC ORDINARY SHARES- NEW (CTO) - 3.49% |
| #13 | AMERICAN EXPRESS CO (AXP) - 2.48% | MILLROSE PROPERTIES INC CLASS A (MRP) - 3.42% |
| #14 | PEPSICO INC (PEP) - 2.29% | GLOBAL NET LEASE INC (GNL) - 3.36% |
| #15 | CITIGROUP INC (C) - 2.17% | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 3.30% |
| #16 | VERIZON COMMUNICATIONS INC (VZ) - 2.01% | NATIONAL STORAGE AFFILIATES TRUST (NSA) - 3.26% |
| #17 | THE WALT DISNEY CO (DIS) - 1.92% | NEXPOINT RESIDENTIAL TRUST INC (NXRT) - 3.23% |
| #18 | QUALCOMM INC (QCOM) - 1.62% | AMERICAN ASSETS TRUST INC (AAT) - 3.20% |
| #19 | LOWE'S COMPANIES INC (LOW) - 1.59% | HEALTHPEAK PROPERTIES INC (DOC) - 3.17% |
| #20 | ANALOG DEVICES INC (ADI) - 1.57% | SILA REALTY TRUST INC (SILA) - 3.11% |
| #21 | LOCKHEED MARTIN CORP (LMT) - 1.50% | AMERICOLD REALTY TRUST INC (COLD) - 3.03% |
| #22 | DEERE & CO (DE) - 1.41% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.61% |
| #23 | CONOCOPHILLIPS (COP) - 1.34% | EPR PROPERTIES (EPR) - 2.57% |
| #24 | PROGRESSIVE CORP (PGR) - 1.21% | UMH PROPERTIES INC (UMH) - 2.53% |
| #25 | COMCAST CORP CLASS A (CMCSA) - 1.11% | ALPINE INCOME PROPERTY TRUST INC ORDINARY SHARES (PINE) - 2.48% |
| Total Holdings | 103 | 32 |
EQIN vs KBWY - Historical Returns
Returns include dividend reinvestment.
1M
EQIN
+2.32%
Winner
KBWY
+5.66%
3M
EQIN
+2.60%
Winner
KBWY
+11.69%
6M
EQIN
+9.79%
Winner
KBWY
+22.33%
1Y
EQIN
+19.00%
Winner
KBWY
+26.45%
5Y(CAGR)
Winner
EQIN
+9.42%
KBWY
+2.69%
10Y(CAGR)
Winner
EQIN
+12.24%
KBWY
+1.50%
Max(CAGR)
Winner
EQIN
+12.24%
KBWY
+4.91%
EQIN vs KBWY - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | EQIN | KBWY |
|---|---|---|
| 2026 | +7.84% | +19.15% |
| 2025 | +9.48% | -4.36% |
| 2024 | +13.62% | -4.07% |
| 2023 | +11.84% | +12.23% |
| 2022 | +0.23% | -19.77% |
| 2021 | +32.87% | +33.72% |
| 2020 | +0.36% | -24.70% |
| 2019 | +30.05% | +21.47% |
| 2018 | -11.90% | -18.93% |
| 2017 | +18.37% | -0.02% |
| 2016 | +15.21% | +34.37% |
| 2015 | N/A | -9.38% |
| 2014 | N/A | +24.32% |
| 2013 | N/A | +8.57% |
| 2012 | N/A | +26.32% |
| 2011 | N/A | -6.53% |
| 2010 | N/A | +3.19% |
EQIN vs KBWY Drawdown Comparison
The maximum drawdown for EQIN was -42.16%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for KBWY was -57.65%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current EQIN drawdown is -0.38%. The current KBWY drawdown is -8.29%.
| Rank | EQIN | KBWY |
|---|---|---|
| #1 | -42.16% Jan 17, 2020 - Jan 6, 2021 | -57.65% Jul 6, 2018 - Mar 18, 2020 |
| #2 | -21.97% Dec 26, 2017 - Nov 4, 2019 | -25.64% Jan 29, 2015 - Jun 29, 2016 |
| #3 | -18.52% Apr 20, 2022 - Jul 21, 2023 | -25.32% Apr 28, 2011 - May 1, 2012 |
| #4 | -12.05% Feb 20, 2025 - Sep 11, 2025 | -19.31% May 21, 2013 - Oct 31, 2014 |
| #5 | -8.59% Jul 31, 2023 - Dec 11, 2023 | -18.75% Oct 18, 2017 - Jul 5, 2018 |
| #6 | -7.53% May 10, 2021 - Oct 22, 2021 | -15.61% Sep 7, 2016 - Dec 9, 2016 |
| #7 | -6.45% Oct 14, 2024 - Feb 19, 2025 | -8.74% May 1, 2012 - Jun 29, 2012 |
| #8 | -6.44% Jan 14, 2022 - Mar 25, 2022 | -7.97% Apr 18, 2017 - Oct 11, 2017 |
| #9 | -6.12% Jun 23, 2016 - Jul 13, 2016 | -7.41% Feb 27, 2017 - Apr 11, 2017 |
| #10 | -5.44% Nov 15, 2021 - Dec 16, 2021 | -6.68% Oct 18, 2012 - Dec 18, 2012 |
| #11 | -5.41% Feb 10, 2026 - Jun 2, 2026 | -6.54% Feb 28, 2011 - Apr 20, 2011 |
| #12 | -5.14% Jul 31, 2024 - Aug 23, 2024 | -3.76% Sep 14, 2012 - Oct 18, 2012 |
| #13 | -4.87% Jan 14, 2021 - Feb 8, 2021 | -3.74% Jul 17, 2012 - Aug 28, 2012 |
| #14 | -4.39% Mar 28, 2024 - May 15, 2024 | -3.45% Aug 15, 2016 - Sep 7, 2016 |
| #15 | -4.00% Oct 27, 2025 - Dec 4, 2025 | -3.41% Dec 7, 2010 - Dec 22, 2010 |
Correlation
Correlation between EQIN and KBWY is -0.16 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.16
-101
Dividend Comparison (2011 - 2026)
EQIN vs KBWY dividend yield comparison.
| Year | EQIN | KBWY |
|---|---|---|
| 2026 | 0.47% | 3.49% |
| 2025 | 2.05% | 9.79% |
| 2024 | 4.34% | 8.74% |
| 2023 | 2.41% | 7.90% |
| 2022 | 2.71% | 7.41% |
| 2021 | 2.57% | 5.05% |
| 2020 | 2.54% | 10.35% |
| 2019 | 2.70% | 6.19% |
| 2018 | 7.81% | 8.64% |
| 2017 | 11.52% | 7.25% |
| 2016 | 2.45% | 6.55% |
| 2015 | 0.00% | 5.72% |
| 2014 | 0.00% | 4.57% |
| 2013 | 0.00% | 4.85% |
| 2012 | 0.00% | 5.07% |
| 2011 | 0.00% | 6.64% |
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