EQINColumbia U.S. Equity Income ETF
Seeks total return, consisting of current income and capital appreciation.
By Columbia Threadneedle · Launched 2016
Annual Cost
0.35%
#1,651 of 5,861 · low cost
Fund Size
$287M
#2,041 of 5,861 · mid-size
Return (1Y)Goal
+19.8%
Track Record
10 years
#1,413 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,848+18.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 37.3% of fund✓ well diversified
Exxon Mobil Corp
4.7%
JPMorgan Chase & Co
4.7%
Chevron Corp
4.2%
Bank of America Corp
4.2%
Procter & Gamble Co/The
3.7%
UnitedHealth Group Inc
3.7%
Home Depot Inc/The
3.6%
Goldman Sachs Group Inc/The
3.0%
Philip Morris International Inc
2.8%
Wells Fargo & Co
2.8%
Asset allocation
Stocks
99.7%
Cash
0.3%
By sector
Financial Services
28.9%
Energy
12.4%
Industrials
10.5%
Technology
10.3%
Consumer Defensive
10.1%
Consumer Cyclical
8.6%
Healthcare
7.3%
Communication
5.7%
Other
6.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.5%Moderate
Year-on-year price swings
Max drawdown
-41.1%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.82Decent risk-adjusted returns
Sortino (3Y)
1.19Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks total return, consisting of current income and capital appreciation.
- Strategy
- Invests primarily in income-producing (dividend-paying) equity securities of U.S. companies, focusing on large- and mid-cap companies. Applies a rules-based framework to select dividend-paying companies across sectors, with an emphasis on financials.
- Inception date
- June 13, 2016
- Fund family
- Columbia Threadneedle
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Data updated on 2026-08-04