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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia U.S. Equity Income ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Columbia U.S. Equity Income ETF (EQIN) has returned 4.00% so far this year and 9.65% over the past 12 months.
Columbia U.S. Equity Income ETF
- 1D
- 1.17%
- 1M
- -2.81%
- YTD
- 4.00%
- 6M
- 6.38%
- 1Y
- 9.65%
- 3Y*
- 12.54%
- 5Y*
- 10.35%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jun 17, 2016, EQIN's average daily return is +0.05%, while the average monthly return is +1.08%. At this rate, your investment would double in approximately 5.4 years.
Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +15.5%, while the worst month was Mar 2020 at -20.2%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.
On a daily basis, EQIN closed higher 47% of trading days. The best single day was Mar 24, 2020 with a return of +10.1%, while the worst single day was Mar 12, 2020 at -10.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.47% | 2.43% | -2.81% | 4.00% | |||||||||
| 2025 | 3.28% | 0.77% | -0.32% | -4.94% | 1.45% | 2.63% | -1.18% | 3.22% | 2.11% | -0.21% | 1.16% | 1.33% | 9.37% |
| 2024 | 1.17% | 3.15% | 5.46% | -3.40% | 2.49% | 0.25% | 4.23% | 1.75% | 1.99% | -2.11% | 3.98% | -5.35% | 13.82% |
| 2023 | 5.02% | -3.94% | 0.46% | 0.31% | -4.76% | 5.94% | 4.89% | -1.68% | -3.38% | -2.23% | 6.60% | 4.75% | 11.58% |
| 2022 | 0.40% | 0.12% | 1.61% | -3.92% | 4.25% | -10.28% | 6.83% | -2.30% | -9.53% | 12.35% | 7.52% | -3.85% | 0.66% |
| 2021 | 0.11% | 6.26% | 9.11% | 4.52% | 3.19% | -2.11% | -0.69% | 2.41% | -2.84% | 4.14% | -3.16% | 7.43% | 31.18% |
Benchmark Metrics
Columbia U.S. Equity Income ETF has an annualized alpha of 2.87%, beta of 0.77, and R² of 0.56 versus S&P 500 Index. Calculated based on daily prices since June 20, 2016.
- This ETF generated an annualized alpha of 2.87% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- Alpha
- 2.87%
- Beta
- 0.77
- R²
- 0.56
- Upside Capture
- 95.10%
- Downside Capture
- 96.11%
Expense Ratio
EQIN has an expense ratio of 0.35%, placing it in the medium range.
Return for Risk
Risk / Return Rank
EQIN ranks 36 for risk / return — below 36% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia U.S. Equity Income ETF (EQIN) and compare them to a chosen benchmark (S&P 500 Index).
| EQIN | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.90 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.39 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.21 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.40 | -0.38 |
Martin ratioReturn relative to average drawdown | 3.84 | 6.61 | -2.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore EQIN risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Columbia U.S. Equity Income ETF provided a 1.98% dividend yield over the last twelve months, with an annual payout of $0.97 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.97 | $0.97 | $1.93 | $0.98 | $1.01 | $0.98 | $0.76 | $0.83 | $1.89 | $3.41 | $0.67 |
Dividend yield | 1.98% | 2.05% | 4.34% | 2.41% | 2.71% | 2.57% | 2.54% | 2.70% | 7.81% | 11.52% | 2.44% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia U.S. Equity Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.24 | $0.24 | |||||||||
| 2025 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.27 | $0.97 |
| 2024 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $1.28 | $1.93 |
| 2023 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.98 |
| 2022 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $1.01 |
| 2021 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.35 | $0.98 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia U.S. Equity Income ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Columbia U.S. Equity Income ETF was 42.16%, occurring on Mar 23, 2020. Recovery took 200 trading sessions.
The current Columbia U.S. Equity Income ETF drawdown is 3.93%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.16% | Jan 21, 2020 | 44 | Mar 23, 2020 | 200 | Jan 6, 2021 | 244 |
| -22.05% | Dec 28, 2017 | 248 | Dec 21, 2018 | 218 | Nov 4, 2019 | 466 |
| -18.51% | Apr 21, 2022 | 113 | Sep 30, 2022 | 201 | Jul 21, 2023 | 314 |
| -12.05% | Feb 21, 2025 | 33 | Apr 8, 2025 | 107 | Sep 11, 2025 | 140 |
| -8.59% | Aug 1, 2023 | 63 | Oct 27, 2023 | 30 | Dec 11, 2023 | 93 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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