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EQIN vs SPY

Comparison between COLUMBIA U.S. EQUITY INCOME ETF (EQIN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EQIN, delivering a return of +13.3% compared to +9.4%

EQIN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EQIN
$276M
Winner
SPY
$735B
Expense Ratio
EQIN
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
EQIN
44.44%
SPY
56.47%
Sharpe Ratio
EQIN
1.36
Winner
SPY
1.62
5Y Beta
Winner
EQIN
0.58
SPY
1.00
P/E Ratio
Winner
EQIN
18.40
SPY
28.99
Forward P/E
Winner
EQIN
15.54
SPY
22.37
PEG Ratio
EQIN
0.71
SPY
N/A
5Y Dividends CAGR
EQIN
4.86%
Winner
SPY
5.43%
5Y EPS CAGR
EQIN
10.28%
Winner
SPY
26.05%
Debt to Equity
EQIN
43.12%
Winner
SPY
32.40%
P/S Ratio
Winner
EQIN
1.75
SPY
3.74
P/B Ratio
Winner
EQIN
2.93
SPY
5.61

EQIN vs SPY - Holdings Comparison

EQIN and SPY have 96 common holdings. Overlap is 15.68%

EQIN's top 25 holdings weight is 64.58%. SPY's top 25 holdings weight is 52.37%.

RankEQINSPY
#1
EXXON MOBIL CORP (XOM) - 5.03%
NVIDIA CORP (NVDA) - 8.10%
#2
JPMORGAN CHASE & CO (JPM) - 4.33%
APPLE INC (AAPL) - 7.02%
#3
BANK OF AMERICA CORP (BAC) - 4.09%
MICROSOFT CORP (MSFT) - 4.79%
#4
THE HOME DEPOT INC (HD) - 3.91%
AMAZON.COM INC (AMZN) - 4.02%
#5
PROCTER & GAMBLE CO (PG) - 3.74%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
CHEVRON CORP (CVX) - 3.68%
BROADCOM INC (AVGO) - 3.10%
#7
CATERPILLAR INC (CAT) - 3.39%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
WELLS FARGO & CO (WFC) - 2.98%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
THE GOLDMAN SACHS GROUP INC (GS) - 2.89%
TESLA INC (TSLA) - 1.89%
#10
PHILIP MORRIS INTERNATIONAL INC (PM) - 2.84%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.83%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
UNITEDHEALTH GROUP INC (UNH) - 2.65%
ELI LILLY AND CO (LLY) - 1.31%
#13
AMERICAN EXPRESS CO (AXP) - 2.48%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
PEPSICO INC (PEP) - 2.29%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
CITIGROUP INC (C) - 2.17%
EXXON MOBIL CORP (XOM) - 0.97%
#16
VERIZON COMMUNICATIONS INC (VZ) - 2.01%
INTEL CORP (INTC) - 0.90%
#17
THE WALT DISNEY CO (DIS) - 1.92%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
QUALCOMM INC (QCOM) - 1.62%
VISA INC CLASS A (V) - 0.85%
#19
LOWE'S COMPANIES INC (LOW) - 1.59%
WALMART INC (WMT) - 0.81%
#20
ANALOG DEVICES INC (ADI) - 1.57%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
LOCKHEED MARTIN CORP (LMT) - 1.50%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
DEERE & CO (DE) - 1.41%
CATERPILLAR INC (CAT) - 0.66%
#23
CONOCOPHILLIPS (COP) - 1.34%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
PROGRESSIVE CORP (PGR) - 1.21%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
COMCAST CORP CLASS A (CMCSA) - 1.11%
ABBVIE INC (ABBV) - 0.58%
Total Holdings103505

EQIN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EQIN
+2.32%
SPY
+1.90%
3M
EQIN
+2.60%
Winner
SPY
+8.55%
6M
Winner
EQIN
+9.79%
SPY
+8.18%
1Y
EQIN
+19.00%
Winner
SPY
+25.79%
5Y(CAGR)
EQIN
+9.42%
Winner
SPY
+13.32%
10Y(CAGR)
EQIN
+12.24%
Winner
SPY
+15.19%
Max(CAGR)
Winner
EQIN
+12.24%
SPY
+8.47%

EQIN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEQINSPY
2026+7.84%+8.26%
2025+9.48%+18.00%
2024+13.62%+25.59%
2023+11.84%+26.72%
2022+0.23%-18.64%
2021+32.87%+30.52%
2020+0.36%+17.28%
2019+30.05%+31.09%
2018-11.90%-5.24%
2017+18.37%+20.78%
2016+15.21%+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

EQIN vs SPY Drawdown Comparison

The maximum drawdown for EQIN was -42.16%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current EQIN drawdown is -0.38%. The current SPY drawdown is -2.90%.

RankEQINSPY
#1-42.16%
Jan 17, 2020 - Jan 6, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-21.97%
Dec 26, 2017 - Nov 4, 2019		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.52%
Apr 20, 2022 - Jul 21, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-12.05%
Feb 20, 2025 - Sep 11, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.59%
Jul 31, 2023 - Dec 11, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.53%
May 10, 2021 - Oct 22, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.45%
Oct 14, 2024 - Feb 19, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.44%
Jan 14, 2022 - Mar 25, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.12%
Jun 23, 2016 - Jul 13, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.44%
Nov 15, 2021 - Dec 16, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.41%
Feb 10, 2026 - Jun 2, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.14%
Jul 31, 2024 - Aug 23, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.87%
Jan 14, 2021 - Feb 8, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.39%
Mar 28, 2024 - May 15, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.00%
Oct 27, 2025 - Dec 4, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EQIN and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

EQIN vs SPY dividend yield comparison.

YearEQINSPY
20260.47%0.24%
20252.05%1.07%
20244.34%1.21%
20232.41%1.40%
20222.71%1.65%
20212.57%1.20%
20202.54%1.52%
20192.70%1.75%
20187.81%2.04%
201711.52%1.80%
20162.45%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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