EQIN vs OMFS
Comparison between COLUMBIA U.S. EQUITY INCOME ETF (EQIN, ETF) and INVESCO RUSSELL 2000(R) DYNAMIC MULTIFACTOR ETF (OMFS, ETF).
5-Year PerformanceEQIN has outperformed OMFS, delivering a return of +11.1% compared to +7.6%
EQIN vs OMFS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EQIN
$287M
OMFS
$287M
Expense Ratio
Winner
EQIN
0.35%
OMFS
0.39%
Max Drawdown
EQIN
44.44%
Winner
OMFS
43.03%
Sharpe Ratio
EQIN
1.35
Winner
OMFS
1.46
5Y Beta
Winner
EQIN
0.56
OMFS
0.98
P/E Ratio
EQIN
18.19
Winner
OMFS
-76.16
Forward P/E
EQIN
15.23
Winner
OMFS
13.44
PEG Ratio
EQIN
0.56
OMFS
N/A
5Y Dividends CAGR
EQIN
4.43%
Winner
OMFS
11.02%
5Y EPS CAGR
Winner
EQIN
9.69%
OMFS
9.43%
Debt to Equity
Winner
EQIN
8.60%
OMFS
59.98%
P/S Ratio
EQIN
1.82
Winner
OMFS
0.88
P/B Ratio
EQIN
2.91
Winner
OMFS
1.89
EQIN vs OMFS - Holdings Comparison
EQIN and OMFS have 1 common holdings. Overlap is 0.00%
EQIN's top 25 holdings weight is 63.27%. OMFS's top 25 holdings weight is 7.74%.
| Rank | EQIN | OMFS |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 4.81% | TEREX CORP (TEX) - 0.52% |
| #2 | BANK OF AMERICA CORP (BAC) - 4.47% | SIX FLAGS ENTERTAINMENT CORP (FUN) - 0.43% |
| #3 | UNITEDHEALTH GROUP INC (UNH) - 4.18% | n/a (DK) - 0.40% |
| #4 | THE HOME DEPOT INC (HD) - 3.78% | RXO INC (RXO) - 0.37% |
| #5 | PROCTER & GAMBLE CO (PG) - 3.71% | ANDERSONS INC (ANDE) - 0.37% |
| #6 | EXXON MOBIL CORP (XOM) - 3.70% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.35% |
| #7 | CHEVRON CORP (CVX) - 3.55% | n/a (CRC) - 0.33% |
| #8 | THE GOLDMAN SACHS GROUP INC (GS) - 3.23% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.33% |
| #9 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.99% | RED CAT HOLDINGS INC (RCAT) - 0.32% |
| #10 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.91% | CIPHER DIGITAL INC (CIFR) - 0.31% |
| #11 | WELLS FARGO & CO (WFC) - 2.84% | SCHOLAR ROCK HOLDING CORP (SRRK) - 0.31% |
| #12 | CITIGROUP INC (C) - 2.59% | ARCELLX INC (ACLX) - 0.31% |
| #13 | AMERICAN EXPRESS CO (AXP) - 2.56% | WEBULL CORP CLASS A ORDINARY SHARES (BULL) - 0.29% |
| #14 | QUALCOMM INC (QCOM) - 2.07% | SM ENERGY CO (SM) - 0.29% |
| #15 | VERIZON COMMUNICATIONS INC (VZ) - 1.89% | PEABODY ENERGY CORP (BTU) - 0.27% |
| #16 | THE WALT DISNEY CO (DIS) - 1.79% | CONSTELLIUM SE CLASS A (n/a) - 0.27% |
| #17 | DEERE & CO (DE) - 1.70% | DANA INC (DAN) - 0.27% |
| #18 | BOOKING HOLDINGS INC (BKNG) - 1.53% | PAR PACIFIC HOLDINGS INC (PARR) - 0.26% |
| #19 | PROGRESSIVE CORP (PGR) - 1.42% | CRESCENT ENERGY CO CLASS A (CRGY) - 0.26% |
| #20 | n/a (DELL) - 1.38% | PBF ENERGY INC CLASS A (PBF) - 0.26% |
| #21 | CONOCOPHILLIPS (COP) - 1.36% | D-WAVE QUANTUM INC (QBTS) - 0.26% |
| #22 | LOWE'S COMPANIES INC (LOW) - 1.34% | FLUOR CORP (FLR) - 0.25% |
| #23 | LOCKHEED MARTIN CORP (LMT) - 1.30% | COMPASS INC CLASS A (COMP) - 0.24% |
| #24 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.09% | QUANEX BUILDING PRODUCTS CORP (NX) - 0.24% |
| #25 | BANK OF NEW YORK MELLON CORP (BNY) - 1.08% | MATSON INC (MATX) - 0.23% |
| Total Holdings | 102 | 1633 |
EQIN vs OMFS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQIN
+2.64%
OMFS
+1.33%
3M
EQIN
+4.83%
Winner
OMFS
+8.34%
6M
EQIN
+8.37%
Winner
OMFS
+11.91%
1Y
EQIN
+18.79%
Winner
OMFS
+32.44%
5Y(CAGR)
Winner
EQIN
+11.14%
OMFS
+7.58%
10Y(CAGR)
Winner
EQIN
+11.95%
OMFS
+10.60%
Max(CAGR)
Winner
EQIN
+12.39%
OMFS
+10.60%
EQIN vs OMFS - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | EQIN | OMFS |
|---|---|---|
| 2026 | +10.91% | +19.88% |
| 2025 | +9.48% | +13.34% |
| 2024 | +13.62% | +4.63% |
| 2023 | +11.84% | +14.98% |
| 2022 | +0.23% | -17.39% |
| 2021 | +32.87% | +30.37% |
| 2020 | +0.36% | +15.67% |
| 2019 | +30.05% | +26.22% |
| 2018 | -11.90% | -9.04% |
| 2017 | +18.37% | +3.71% |
| 2016 | +15.21% | N/A |
EQIN vs OMFS Drawdown Comparison
The maximum drawdown for EQIN was -42.16%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for OMFS was -42.50%, occurring on Mar 23, 2020. Recovery took 229 trading sessions.
The current EQIN drawdown is -0.44%. The current OMFS drawdown is -0.19%.
| Rank | EQIN | OMFS |
|---|---|---|
| #1 | -42.16% Jan 17, 2020 - Jan 6, 2021 | -42.50% Dec 19, 2019 - Nov 16, 2020 |
| #2 | -21.97% Dec 26, 2017 - Nov 4, 2019 | -29.23% Nov 12, 2021 - Nov 8, 2024 |
| #3 | -18.52% Apr 20, 2022 - Jul 21, 2023 | -22.94% Aug 27, 2018 - Sep 16, 2019 |
| #4 | -12.05% Feb 20, 2025 - Sep 11, 2025 | -22.35% Nov 25, 2024 - Sep 5, 2025 |
| #5 | -8.59% Jul 31, 2023 - Dec 11, 2023 | -11.30% Jun 8, 2021 - Oct 25, 2021 |
| #6 | -7.53% May 10, 2021 - Oct 22, 2021 | -10.10% Mar 15, 2021 - Jun 7, 2021 |
| #7 | -6.45% Oct 14, 2024 - Feb 19, 2025 | -9.38% Feb 6, 2026 - Apr 14, 2026 |
| #8 | -6.44% Jan 14, 2022 - Mar 25, 2022 | -8.60% Sep 18, 2025 - Dec 3, 2025 |
| #9 | -6.12% Jun 23, 2016 - Jul 13, 2016 | -8.42% Sep 16, 2019 - Nov 4, 2019 |
| #10 | -5.44% Nov 15, 2021 - Dec 16, 2021 | -7.63% Jan 26, 2018 - May 21, 2018 |
| #11 | -5.41% Feb 10, 2026 - Jun 2, 2026 | -6.57% Feb 9, 2021 - Mar 10, 2021 |
| #12 | -5.14% Jul 31, 2024 - Aug 23, 2024 | -4.90% Nov 24, 2020 - Dec 4, 2020 |
| #13 | -4.87% Jan 14, 2021 - Feb 8, 2021 | -4.52% Nov 11, 2024 - Nov 25, 2024 |
| #14 | -4.39% Mar 28, 2024 - May 15, 2024 | -4.21% Dec 11, 2025 - Jan 8, 2026 |
| #15 | -4.00% Oct 27, 2025 - Dec 4, 2025 | -3.85% May 6, 2026 - May 26, 2026 |
Correlation
Correlation between EQIN and OMFS is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2016 - 2026)
EQIN vs OMFS dividend yield comparison.
| Year | EQIN | OMFS |
|---|---|---|
| 2026 | 0.95% | 0.63% |
| 2025 | 2.05% | 0.80% |
| 2024 | 4.34% | 1.87% |
| 2023 | 2.41% | 1.27% |
| 2022 | 2.71% | 1.84% |
| 2021 | 2.57% | 0.66% |
| 2020 | 2.54% | 1.07% |
| 2019 | 2.70% | 1.29% |
| 2018 | 7.81% | 1.50% |
| 2017 | 11.52% | 0.34% |
| 2016 | 2.45% | 0.00% |
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