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%
#1,706 of 5,562 · low cost
Fund Size
$287M
#1,976 of 5,562 · mid-size
Return (1Y)Goal
+18.1%
Track Record
10 years
#1,437 of 5,562 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,705+17.1%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 36.4% of fund✓ well diversified
Exxon Mobil Corp
5.0%
JPMorgan Chase & Co
4.2%
Bank of America Corp
4.0%
Home Depot Inc/The
3.9%
Procter & Gamble Co/The
3.7%
Chevron Corp
3.7%
Caterpillar Inc
3.2%
International Business Machines Corp
3.0%
Wells Fargo & Co
2.9%
Goldman Sachs Group Inc/The
2.9%
Asset allocation
Stocks
100.4%
Other
0.0%
By sector
Financial Services
27.6%
Energy
14.3%
Technology
11.1%
Industrials
10.3%
Consumer Defensive
9.9%
Consumer Cyclical
8.2%
Communication
6.3%
Healthcare
6.3%
Other
6.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.4%Moderate
Year-on-year price swings
Max drawdown
-42.2%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.88Decent risk-adjusted returns
Sortino (3Y)
1.29Good downside protection
Where to buy
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks total return, consisting of current income and capital appreciation.
- Strategy
- Invests primarily in dividend-paying equity securities of U.S. companies, typically large- and mid-cap. Applies a rules-based framework to select 100 securities based on dividend metrics, evaluated quarterly. May emphasize sectors, including financials, and evaluates holdings for sale based on specific conditions.
- Inception date
- June 13, 2016
- Fund family
- Columbia Threadneedle
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Data updated on 2026-06-20