EQIN vs SPXT
Comparison between COLUMBIA U.S. EQUITY INCOME ETF (EQIN, ETF) and PROSHARES S&P 500 EX-TECHNOLOGY ETF (SPXT, ETF).
5-Year PerformanceEQIN has outperformed SPXT, delivering a return of +9.4% compared to +9.4%
EQIN vs SPXT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQIN
$276M
Winner
SPXT
$277M
Expense Ratio
EQIN
0.35%
Winner
SPXT
0.09%
Max Drawdown
EQIN
44.44%
Winner
SPXT
34.38%
Sharpe Ratio
Winner
EQIN
1.36
SPXT
1.15
5Y Beta
Winner
EQIN
0.58
SPXT
0.76
P/E Ratio
Winner
EQIN
18.40
SPXT
25.50
Forward P/E
Winner
EQIN
15.54
SPXT
20.20
PEG Ratio
EQIN
0.71
SPXT
N/A
5Y Dividends CAGR
EQIN
4.86%
Winner
SPXT
7.63%
5Y EPS CAGR
EQIN
10.28%
Winner
SPXT
17.20%
Debt to Equity
EQIN
43.12%
Winner
SPXT
39.46%
P/S Ratio
Winner
EQIN
1.75
SPXT
2.52
P/B Ratio
Winner
EQIN
2.93
SPXT
4.11
EQIN vs SPXT - Holdings Comparison
EQIN and SPXT have 75 common holdings. Overlap is 16.10%
EQIN's top 25 holdings weight is 64.58%. SPXT's top 25 holdings weight is 44.02%.
| Rank | EQIN | SPXT |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 5.03% | AMAZON.COM INC (AMZN) - 6.46% |
| #2 | JPMORGAN CHASE & CO (JPM) - 4.33% | ALPHABET INC CLASS A (GOOGL) - 5.64% |
| #3 | BANK OF AMERICA CORP (BAC) - 4.09% | ALPHABET INC CLASS C (GOOG) - 4.48% |
| #4 | THE HOME DEPOT INC (HD) - 3.91% | META PLATFORMS INC CLASS A (META) - 3.34% |
| #5 | PROCTER & GAMBLE CO (PG) - 3.74% | TESLA INC (TSLA) - 3.04% |
| #6 | CHEVRON CORP (CVX) - 3.68% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.21% |
| #7 | CATERPILLAR INC (CAT) - 3.39% | ELI LILLY AND CO (LLY) - 2.10% |
| #8 | WELLS FARGO & CO (WFC) - 2.98% | JPMORGAN CHASE & CO (JPM) - 2.06% |
| #9 | THE GOLDMAN SACHS GROUP INC (GS) - 2.89% | EXXON MOBIL CORP (XOM) - 1.56% |
| #10 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.84% | JOHNSON & JOHNSON (JNJ) - 1.38% |
| #11 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.83% | VISA INC CLASS A (V) - 1.37% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 2.65% | WALMART INC (WMT) - 1.29% |
| #13 | AMERICAN EXPRESS CO (AXP) - 2.48% | COSTCO WHOLESALE CORP (COST) - 1.11% |
| #14 | PEPSICO INC (PEP) - 2.29% | CATERPILLAR INC (CAT) - 1.05% |
| #15 | CITIGROUP INC (C) - 2.17% | MASTERCARD INC CLASS A (MA) - 1.00% |
| #16 | VERIZON COMMUNICATIONS INC (VZ) - 2.01% | ABBVIE INC (ABBV) - 0.94% |
| #17 | THE WALT DISNEY CO (DIS) - 1.92% | NETFLIX INC (NFLX) - 0.92% |
| #18 | QUALCOMM INC (QCOM) - 1.62% | BANK OF AMERICA CORP (BAC) - 0.86% |
| #19 | LOWE'S COMPANIES INC (LOW) - 1.59% | CHEVRON CORP (CVX) - 0.86% |
| #20 | ANALOG DEVICES INC (ADI) - 1.57% | UNITEDHEALTH GROUP INC (UNH) - 0.85% |
| #21 | LOCKHEED MARTIN CORP (LMT) - 1.50% | VERTIV HOLDINGS CO CLASS A (VRT) - 0.31% |
| #22 | DEERE & CO (DE) - 1.41% | NEWMONT CORP (NEM) - 0.30% |
| #23 | CONOCOPHILLIPS (COP) - 1.34% | ALTRIA GROUP INC (MO) - 0.30% |
| #24 | PROGRESSIVE CORP (PGR) - 1.21% | LOWE'S COMPANIES INC (LOW) - 0.30% |
| #25 | COMCAST CORP CLASS A (CMCSA) - 1.11% | STARBUCKS CORP (SBUX) - 0.29% |
| Total Holdings | 103 | 384 |
EQIN vs SPXT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQIN
+2.32%
SPXT
-0.58%
3M
Winner
EQIN
+2.60%
SPXT
+1.80%
6M
Winner
EQIN
+9.79%
SPXT
+4.47%
1Y
Winner
EQIN
+19.00%
SPXT
+17.07%
5Y(CAGR)
Winner
EQIN
+9.42%
SPXT
+9.38%
10Y(CAGR)
Winner
EQIN
+12.24%
SPXT
+11.46%
Max(CAGR)
Winner
EQIN
+12.24%
SPXT
+11.65%
EQIN vs SPXT - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | EQIN | SPXT |
|---|---|---|
| 2026 | +7.84% | +3.53% |
| 2025 | +9.48% | +15.31% |
| 2024 | +13.62% | +19.71% |
| 2023 | +11.84% | +16.43% |
| 2022 | +0.23% | -14.39% |
| 2021 | +32.87% | +28.06% |
| 2020 | +0.36% | +9.82% |
| 2019 | +30.05% | +26.20% |
| 2018 | -11.90% | -7.09% |
| 2017 | +18.37% | +17.70% |
| 2016 | +15.21% | +14.03% |
| 2015 | N/A | +6.52% |
EQIN vs SPXT Drawdown Comparison
The maximum drawdown for EQIN was -42.16%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for SPXT was -34.38%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The current EQIN drawdown is -0.38%. The current SPXT drawdown is -1.53%.
| Rank | EQIN | SPXT |
|---|---|---|
| #1 | -42.16% Jan 17, 2020 - Jan 6, 2021 | -34.38% Feb 19, 2020 - Sep 2, 2020 |
| #2 | -21.97% Dec 26, 2017 - Nov 4, 2019 | -21.46% Jan 4, 2022 - Jan 26, 2024 |
| #3 | -18.52% Apr 20, 2022 - Jul 21, 2023 | -18.68% Sep 24, 2018 - Jun 20, 2019 |
| #4 | -12.05% Feb 20, 2025 - Sep 11, 2025 | -15.58% Jan 30, 2025 - Jul 3, 2025 |
| #5 | -8.59% Jul 31, 2023 - Dec 11, 2023 | -10.46% Dec 22, 2015 - Apr 19, 2016 |
| #6 | -7.53% May 10, 2021 - Oct 22, 2021 | -8.89% Jan 23, 2018 - Aug 24, 2018 |
| #7 | -6.45% Oct 14, 2024 - Feb 19, 2025 | -8.22% Sep 2, 2020 - Nov 9, 2020 |
| #8 | -6.44% Jan 14, 2022 - Mar 25, 2022 | -7.90% Feb 27, 2026 - Apr 17, 2026 |
| #9 | -6.12% Jun 23, 2016 - Jul 13, 2016 | -5.80% Jul 26, 2019 - Sep 13, 2019 |
| #10 | -5.44% Nov 15, 2021 - Dec 16, 2021 | -5.56% Jul 16, 2024 - Aug 19, 2024 |
| #11 | -5.41% Feb 10, 2026 - Jun 2, 2026 | -4.96% Nov 5, 2021 - Dec 27, 2021 |
| #12 | -5.14% Jul 31, 2024 - Aug 23, 2024 | -4.52% Sep 2, 2021 - Oct 20, 2021 |
| #13 | -4.87% Jan 14, 2021 - Feb 8, 2021 | -4.50% Nov 29, 2024 - Jan 23, 2025 |
| #14 | -4.39% Mar 28, 2024 - May 15, 2024 | -4.28% Mar 28, 2024 - May 15, 2024 |
| #15 | -4.00% Oct 27, 2025 - Dec 4, 2025 | -4.11% Sep 13, 2019 - Oct 23, 2019 |
Correlation
Correlation between EQIN and SPXT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2015 - 2026)
EQIN vs SPXT dividend yield comparison.
| Year | EQIN | SPXT |
|---|---|---|
| 2026 | 0.47% | 0.34% |
| 2025 | 2.05% | 1.38% |
| 2024 | 4.34% | 1.29% |
| 2023 | 2.41% | 1.53% |
| 2022 | 2.71% | 1.86% |
| 2021 | 2.57% | 1.15% |
| 2020 | 2.54% | 1.63% |
| 2019 | 2.70% | 1.63% |
| 2018 | 7.81% | 2.03% |
| 2017 | 11.52% | 1.55% |
| 2016 | 2.45% | 2.67% |
| 2015 | 0.00% | 0.56% |
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