FTXO vs EQIN
Comparison between FIRST TRUST NASDAQ BANK ETF (FTXO, ETF) and COLUMBIA U.S. EQUITY INCOME ETF (EQIN, ETF).
5-Year PerformanceEQIN has outperformed FTXO, delivering a return of +9.9% compared to +7.8%
FTXO vs EQIN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTXO
$287M
Winner
EQIN
$287M
Expense Ratio
FTXO
0.60%
Winner
EQIN
0.35%
Max Drawdown
FTXO
57.80%
Winner
EQIN
44.44%
Sharpe Ratio
FTXO
1.14
Winner
EQIN
1.25
5Y Beta
FTXO
1.02
Winner
EQIN
0.58
P/E Ratio
Winner
FTXO
12.95
EQIN
18.51
Forward P/E
Winner
FTXO
11.81
EQIN
15.58
PEG Ratio
Winner
FTXO
0.42
EQIN
0.69
5Y Dividends CAGR
FTXO
2.31%
Winner
EQIN
4.86%
5Y EPS CAGR
Winner
FTXO
9.91%
EQIN
9.75%
Debt to Equity
FTXO
67.85%
Winner
EQIN
35.37%
P/S Ratio
FTXO
3.60
Winner
EQIN
1.75
P/B Ratio
Winner
FTXO
1.33
EQIN
2.97
FTXO vs EQIN - Holdings Comparison
FTXO and EQIN have 7 common holdings. Overlap is 14.87%
FTXO's top 25 holdings weight is 83.91%. EQIN's top 25 holdings weight is 64.58%.
| Rank | FTXO | EQIN |
|---|---|---|
| #1 | CITIGROUP INC (C) - 9.09% | EXXON MOBIL CORP (XOM) - 5.03% |
| #2 | BANK OF AMERICA CORP (BAC) - 8.04% | JPMORGAN CHASE & CO (JPM) - 4.33% |
| #3 | JPMORGAN CHASE & CO (JPM) - 7.65% | BANK OF AMERICA CORP (BAC) - 4.09% |
| #4 | TRUIST FINANCIAL CORP (TFC) - 7.45% | THE HOME DEPOT INC (HD) - 3.91% |
| #5 | WELLS FARGO & CO (WFC) - 7.45% | PROCTER & GAMBLE CO (PG) - 3.74% |
| #6 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.97% | CHEVRON CORP (CVX) - 3.68% |
| #7 | M&T BANK CORP (MTB) - 3.82% | CATERPILLAR INC (CAT) - 3.39% |
| #8 | U.S. BANCORP (USB) - 3.81% | WELLS FARGO & CO (WFC) - 2.98% |
| #9 | CITIZENS FINANCIAL GROUP INC (CFG) - 3.80% | THE GOLDMAN SACHS GROUP INC (GS) - 2.89% |
| #10 | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 3.33% | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.84% |
| #11 | HUNTINGTON BANCSHARES INC (HBAN) - 3.17% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.83% |
| #12 | FIFTH THIRD BANCORP (FITB) - 3.08% | UNITEDHEALTH GROUP INC (UNH) - 2.65% |
| #13 | KEYCORP (KEY) - 2.77% | AMERICAN EXPRESS CO (AXP) - 2.48% |
| #14 | REGIONS FINANCIAL CORP (RF) - 2.70% | PEPSICO INC (PEP) - 2.29% |
| #15 | EAST WEST BANCORP INC (EWBC) - 1.50% | CITIGROUP INC (C) - 2.17% |
| #16 | WEBSTER FINANCIAL CORP (WBS) - 1.41% | VERIZON COMMUNICATIONS INC (VZ) - 2.01% |
| #17 | SOUTHSTATE BANK CORP (SSB) - 1.31% | THE WALT DISNEY CO (DIS) - 1.92% |
| #18 | FIRST HORIZON CORP (FHN) - 1.30% | QUALCOMM INC (QCOM) - 1.62% |
| #19 | OLD NATIONAL BANCORP (ONB) - 1.29% | LOWE'S COMPANIES INC (LOW) - 1.59% |
| #20 | UMB FINANCIAL CORP (UMBF) - 1.25% | ANALOG DEVICES INC (ADI) - 1.57% |
| #21 | VALLEY NATIONAL BANCORP (VLY) - 1.23% | LOCKHEED MARTIN CORP (LMT) - 1.50% |
| #22 | ZIONS BANCORP NA (ZION) - 1.17% | DEERE & CO (DE) - 1.41% |
| #23 | PROSPERITY BANCSHARES INC (PB) - 1.13% | CONOCOPHILLIPS (COP) - 1.34% |
| #24 | WESTERN ALLIANCE BANCORP (WAL) - 1.11% | PROGRESSIVE CORP (PGR) - 1.21% |
| #25 | WINTRUST FINANCIAL CORP (WTFC) - 1.08% | COMCAST CORP CLASS A (CMCSA) - 1.11% |
| Total Holdings | 52 | 103 |
FTXO vs EQIN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FTXO
+8.79%
EQIN
+3.73%
3M
Winner
FTXO
+18.08%
EQIN
+6.73%
6M
FTXO
+8.50%
Winner
EQIN
+9.23%
1Y
Winner
FTXO
+33.02%
EQIN
+17.97%
5Y(CAGR)
FTXO
+7.80%
Winner
EQIN
+9.88%
10Y(CAGR)
FTXO
+10.03%
Winner
EQIN
+12.37%
Max(CAGR)
FTXO
+10.03%
Winner
EQIN
+12.37%
FTXO vs EQIN - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | FTXO | EQIN |
|---|---|---|
| 2026 | +7.38% | +9.31% |
| 2025 | +21.84% | +9.48% |
| 2024 | +27.87% | +13.62% |
| 2023 | -0.08% | +11.84% |
| 2022 | -20.09% | +0.23% |
| 2021 | +40.98% | +32.87% |
| 2020 | -13.08% | +0.36% |
| 2019 | +27.81% | +30.05% |
| 2018 | -21.97% | -11.90% |
| 2017 | +13.86% | +18.37% |
| 2016 | +26.36% | +15.21% |
FTXO vs EQIN Drawdown Comparison
The maximum drawdown for FTXO was -55.24%, occurring on Mar 23, 2020. Recovery took 742 trading sessions.
The maximum drawdown for EQIN was -42.16%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The current FTXO drawdown is -0.80%.
| Rank | FTXO | EQIN |
|---|---|---|
| #1 | -55.24% Mar 9, 2018 - Feb 19, 2021 | -42.16% Jan 17, 2020 - Jan 6, 2021 |
| #2 | -46.57% Jan 14, 2022 - Nov 6, 2024 | -21.97% Dec 26, 2017 - Nov 4, 2019 |
| #3 | -25.83% Nov 25, 2024 - Jul 3, 2025 | -18.52% Apr 20, 2022 - Jul 21, 2023 |
| #4 | -16.69% Feb 6, 2026 - Mar 13, 2026 | -12.05% Feb 20, 2025 - Sep 11, 2025 |
| #5 | -14.20% Jun 1, 2021 - Sep 27, 2021 | -8.59% Jul 31, 2023 - Dec 11, 2023 |
| #6 | -12.81% Mar 1, 2017 - Oct 26, 2017 | -7.53% May 10, 2021 - Oct 22, 2021 |
| #7 | -11.30% Oct 22, 2021 - Jan 6, 2022 | -6.45% Oct 14, 2024 - Feb 19, 2025 |
| #8 | -9.10% Sep 18, 2025 - Dec 3, 2025 | -6.44% Jan 14, 2022 - Mar 25, 2022 |
| #9 | -8.07% Feb 1, 2018 - Mar 9, 2018 | -6.12% Jun 23, 2016 - Jul 13, 2016 |
| #10 | -7.91% Mar 12, 2021 - Apr 29, 2021 | -5.44% Nov 15, 2021 - Dec 16, 2021 |
| #11 | -6.43% Jul 23, 2025 - Aug 22, 2025 | -5.41% Feb 10, 2026 - Jun 2, 2026 |
| #12 | -5.36% Feb 24, 2021 - Mar 8, 2021 | -5.14% Jul 31, 2024 - Aug 23, 2024 |
| #13 | -5.00% Oct 27, 2017 - Nov 29, 2017 | -4.87% Jan 14, 2021 - Feb 8, 2021 |
| #14 | -4.45% Jan 4, 2017 - Jan 25, 2017 | -4.39% Mar 28, 2024 - May 15, 2024 |
| #15 | -4.08% Jan 6, 2026 - Feb 3, 2026 | -4.00% Oct 27, 2025 - Dec 4, 2025 |
Correlation
Correlation between FTXO and EQIN is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2016 - 2026)
FTXO vs EQIN dividend yield comparison.
| Year | FTXO | EQIN |
|---|---|---|
| 2026 | 0.18% | 0.46% |
| 2025 | 1.92% | 2.05% |
| 2024 | 2.18% | 4.34% |
| 2023 | 3.20% | 2.41% |
| 2022 | 2.94% | 2.71% |
| 2021 | 1.64% | 2.57% |
| 2020 | 2.74% | 2.54% |
| 2019 | 2.53% | 2.70% |
| 2018 | 3.51% | 7.81% |
| 2017 | 1.09% | 11.52% |
| 2016 | 0.17% | 2.45% |
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