EQIN vs RSPF
Comparison between COLUMBIA U.S. EQUITY INCOME ETF (EQIN, ETF) and INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF (RSPF, ETF).
5-Year PerformanceEQIN has outperformed RSPF, delivering a return of +11.1% compared to +8.7%
EQIN vs RSPF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQIN
$287M
Winner
RSPF
$288M
Expense Ratio
Winner
EQIN
0.35%
RSPF
0.40%
Max Drawdown
Winner
EQIN
44.44%
RSPF
82.15%
Sharpe Ratio
Winner
EQIN
1.35
RSPF
0.34
5Y Beta
Winner
EQIN
0.56
RSPF
0.80
P/E Ratio
EQIN
18.19
Winner
RSPF
16.54
Forward P/E
EQIN
15.23
Winner
RSPF
13.37
PEG Ratio
EQIN
0.56
Winner
RSPF
0.30
5Y Dividends CAGR
Winner
EQIN
4.43%
RSPF
4.06%
5Y EPS CAGR
EQIN
9.69%
Winner
RSPF
12.41%
Debt to Equity
Winner
EQIN
8.60%
RSPF
52.95%
P/S Ratio
Winner
EQIN
1.82
RSPF
2.57
P/B Ratio
EQIN
2.91
Winner
RSPF
2.15
EQIN vs RSPF - Holdings Comparison
EQIN and RSPF have 21 common holdings. Overlap is 16.48%
EQIN's top 25 holdings weight is 63.27%. RSPF's top 25 holdings weight is 35.26%.
| Rank | EQIN | RSPF |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 4.81% | PAYPAL HOLDINGS INC (PYPL) - 1.66% |
| #2 | BANK OF AMERICA CORP (BAC) - 4.47% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.62% |
| #3 | UNITEDHEALTH GROUP INC (UNH) - 4.18% | GLOBAL PAYMENTS INC (GPN) - 1.52% |
| #4 | THE HOME DEPOT INC (HD) - 3.78% | BLOCK INC CLASS A (XYZ) - 1.49% |
| #5 | PROCTER & GAMBLE CO (PG) - 3.71% | CAPITAL ONE FINANCIAL CORP (COF) - 1.43% |
| #6 | EXXON MOBIL CORP (XOM) - 3.70% | AMERIPRISE FINANCIAL INC (AMP) - 1.42% |
| #7 | CHEVRON CORP (CVX) - 3.55% | JACK HENRY & ASSOCIATES INC (JKHY) - 1.41% |
| #8 | THE GOLDMAN SACHS GROUP INC (GS) - 3.23% | BANK OF NEW YORK MELLON CORP (BNY) - 1.41% |
| #9 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.99% | STATE STREET CORP (STT) - 1.40% |
| #10 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.91% | CHARLES SCHWAB CORP (SCHW) - 1.40% |
| #11 | WELLS FARGO & CO (WFC) - 2.84% | THE GOLDMAN SACHS GROUP INC (GS) - 1.40% |
| #12 | CITIGROUP INC (C) - 2.59% | NORTHERN TRUST CORP (NTRS) - 1.40% |
| #13 | AMERICAN EXPRESS CO (AXP) - 2.56% | AMERICAN EXPRESS CO (AXP) - 1.39% |
| #14 | QUALCOMM INC (QCOM) - 2.07% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.38% |
| #15 | VERIZON COMMUNICATIONS INC (VZ) - 1.89% | ARTHUR J. GALLAGHER & CO (AJG) - 1.37% |
| #16 | THE WALT DISNEY CO (DIS) - 1.79% | BANK OF AMERICA CORP (BAC) - 1.37% |
| #17 | DEERE & CO (DE) - 1.70% | RAYMOND JAMES FINANCIAL INC (RJF) - 1.37% |
| #18 | BOOKING HOLDINGS INC (BKNG) - 1.53% | GLOBE LIFE INC (GL) - 1.36% |
| #19 | PROGRESSIVE CORP (PGR) - 1.42% | JPMORGAN CHASE & CO (JPM) - 1.36% |
| #20 | n/a (DELL) - 1.38% | MOODYS CORP (MCO) - 1.36% |
| #21 | CONOCOPHILLIPS (COP) - 1.36% | M&T BANK CORP (MTB) - 1.35% |
| #22 | LOWE'S COMPANIES INC (LOW) - 1.34% | BROWN & BROWN INC (BRO) - 1.35% |
| #23 | LOCKHEED MARTIN CORP (LMT) - 1.30% | U.S. BANCORP (USB) - 1.35% |
| #24 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.09% | T. ROWE PRICE GROUP INC (TROW) - 1.35% |
| #25 | BANK OF NEW YORK MELLON CORP (BNY) - 1.08% | VISA INC CLASS A (V) - 1.34% |
| Total Holdings | 102 | 78 |
EQIN vs RSPF - Historical Returns
Returns include dividend reinvestment.
1M
EQIN
+2.64%
Winner
RSPF
+6.25%
3M
EQIN
+4.83%
Winner
RSPF
+7.16%
6M
Winner
EQIN
+8.37%
RSPF
+5.83%
1Y
Winner
EQIN
+18.79%
RSPF
+8.77%
5Y(CAGR)
Winner
EQIN
+11.14%
RSPF
+8.71%
10Y(CAGR)
EQIN
+11.95%
Winner
RSPF
+12.43%
Max(CAGR)
Winner
EQIN
+12.39%
RSPF
+6.62%
EQIN vs RSPF - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | EQIN | RSPF |
|---|---|---|
| 2026 | +10.91% | +5.57% |
| 2025 | +9.48% | +10.41% |
| 2024 | +13.62% | +25.39% |
| 2023 | +11.84% | +6.24% |
| 2022 | +0.23% | -11.20% |
| 2021 | +32.87% | +38.40% |
| 2020 | +0.36% | +4.59% |
| 2019 | +30.05% | +30.81% |
| 2018 | -11.90% | -15.36% |
| 2017 | +18.37% | +20.68% |
| 2016 | +15.21% | +25.56% |
| 2015 | N/A | -1.46% |
| 2014 | N/A | +15.81% |
| 2013 | N/A | +35.04% |
| 2012 | N/A | +21.23% |
| 2011 | N/A | -13.52% |
| 2010 | N/A | +20.57% |
| 2009 | N/A | +33.02% |
| 2008 | N/A | -54.32% |
| 2007 | N/A | -17.89% |
| 2006 | N/A | +4.17% |
EQIN vs RSPF Drawdown Comparison
The maximum drawdown for EQIN was -42.16%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for RSPF was -81.34%, occurring on Mar 6, 2009. Recovery took 1962 trading sessions.
The current EQIN drawdown is -0.44%. The current RSPF drawdown is -1.35%.
| Rank | EQIN | RSPF |
|---|---|---|
| #1 | -42.16% Jan 17, 2020 - Jan 6, 2021 | -81.34% Jun 4, 2007 - Mar 20, 2015 |
| #2 | -21.97% Dec 26, 2017 - Nov 4, 2019 | -44.77% Feb 20, 2020 - Dec 4, 2020 |
| #3 | -18.52% Apr 20, 2022 - Jul 21, 2023 | -27.69% Jan 12, 2022 - Jul 16, 2024 |
| #4 | -12.05% Feb 20, 2025 - Sep 11, 2025 | -26.24% Jan 26, 2018 - Nov 7, 2019 |
| #5 | -8.59% Jul 31, 2023 - Dec 11, 2023 | -20.27% Jul 22, 2015 - Aug 5, 2016 |
| #6 | -7.53% May 10, 2021 - Oct 22, 2021 | -18.27% Nov 29, 2024 - Jul 3, 2025 |
| #7 | -6.45% Oct 14, 2024 - Feb 19, 2025 | -14.13% Jan 6, 2026 - Jul 2, 2026 |
| #8 | -6.44% Jan 14, 2022 - Mar 25, 2022 | -8.83% Jun 4, 2021 - Aug 11, 2021 |
| #9 | -6.12% Jun 23, 2016 - Jul 13, 2016 | -8.32% Feb 20, 2007 - Jun 4, 2007 |
| #10 | -5.44% Nov 15, 2021 - Dec 16, 2021 | -7.91% Oct 22, 2021 - Jan 6, 2022 |
| #11 | -5.41% Feb 10, 2026 - Jun 2, 2026 | -7.60% Mar 1, 2017 - Jun 19, 2017 |
| #12 | -5.14% Jul 31, 2024 - Aug 23, 2024 | -7.51% Jan 14, 2021 - Feb 12, 2021 |
| #13 | -4.87% Jan 14, 2021 - Feb 8, 2021 | -7.02% Jul 30, 2024 - Aug 19, 2024 |
| #14 | -4.39% Mar 28, 2024 - May 15, 2024 | -6.86% Aug 4, 2017 - Sep 26, 2017 |
| #15 | -4.00% Oct 27, 2025 - Dec 4, 2025 | -6.49% Sep 4, 2025 - Dec 11, 2025 |
Correlation
Correlation between EQIN and RSPF is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
EQIN vs RSPF dividend yield comparison.
| Year | EQIN | RSPF |
|---|---|---|
| 2026 | 0.95% | 0.82% |
| 2025 | 2.05% | 1.55% |
| 2024 | 4.34% | 1.65% |
| 2023 | 2.41% | 2.16% |
| 2022 | 2.71% | 1.95% |
| 2021 | 2.57% | 1.56% |
| 2020 | 2.54% | 2.24% |
| 2019 | 2.70% | 1.85% |
| 2018 | 7.81% | 2.51% |
| 2017 | 11.52% | 1.28% |
| 2016 | 2.45% | 37.55% |
| 2015 | 0.00% | 2.17% |
| 2014 | 0.00% | 1.61% |
| 2013 | 0.00% | 1.56% |
| 2012 | 0.00% | 2.50% |
| 2011 | 0.00% | 2.75% |
| 2010 | 0.00% | 1.12% |
| 2009 | 0.00% | 1.24% |
| 2008 | 0.00% | 4.53% |
| 2007 | 0.00% | 2.02% |
| 2006 | 0.00% | 0.48% |
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