- Issuer
- Columbia
- Inception Date
- Jun 13, 2016
- Category
- Large Cap Value Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
- Assets Under Management
- $292M
Share Price Chart
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Performance
EQIN Performance Chart
Columbia U.S. Equity Income ETF (EQIN) is up 8.8% since the beginning of the year. EQIN is currently trading at $51 per share. Investors who bought $1,000 worth of EQIN shares 5 years ago would now be looking at an investment worth $1,645.
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Returns By Period
Columbia U.S. Equity Income ETF (EQIN) has returned 8.83% so far this year and 18.53% over the past 12 months. Over the last ten years, EQIN has returned 12.41% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Columbia U.S. Equity Income ETF
- 1D
- -0.02%
- 1M
- 1.33%
- YTD
- 8.83%
- 6M
- 8.30%
- 1Y
- 18.53%
- 3Y*
- 14.97%
- 5Y*
- 10.47%
- 10Y*
- 12.41%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
EQIN Monthly Returns History
Based on dividend-adjusted daily data since Jun 17, 2016, EQIN's average daily return is +0.05%, while the average monthly return is +1.09%. At this rate, an investment would double in approximately 5.3 years.
Historically, 68% of months were positive and 32% 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% | 3.32% | 0.12% | 1.16% | 8.83% | ||||||
| 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 2.32%, beta of 0.76, and R2 of 0.55 versus S&P 500 Index. Calculated based on daily prices since June 17, 2016.
- This ETF participated in 94.76% of S&P 500 Index downside but only 90.56% of its upside - more exposed to losses than it benefited from rallies.
- This ETF generated an annualized alpha of 2.32% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 2.32%
- Beta
- 0.76
- R²
- 0.55
- Upside Capture
- 90.56%
- Downside Capture
- 94.76%
Expense Ratio
EQIN has an expense ratio of 0.35%, placing it in the medium range.
Return for Risk
Risk / Return Rank
EQIN ranks 58 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia U.S. Equity Income ETF (EQIN) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EQIN | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.24 | ||
| Sortino ratioReturn per unit of downside risk | -0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.37 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.44 | 2.78 | +0.66 |
| Martin ratioReturn relative to average drawdown | 10.26 | 12.44 | -2.18 |
Dividends
Dividend History
Columbia U.S. Equity Income ETF provided a 1.89% 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 | 1.89% | 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 | $0.00 | $0.00 | $0.00 | $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 1.64%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -42.16%Mar 2020 | 2mo 2d | 9mo 19d | 11mo 21dJan 2020 - Jan 2021 |
Rate-hike selloffLate 2018 | -22.05%Dec 2018 | 11mo 28d | 10mo 18d | 1y 10moDec 2017 - Nov 2019 |
Bear market2022 | -18.51%Sep 2022 | 5mo 12d | 9mo 24d | 1y 3moApr 2022 - Jul 2023 |
2025 selloff2025 | -12.05%Apr 2025 | 1mo 16d | 5mo 6d | 6mo 22dFeb 2025 - Sep 2025 |
2023 pullback2023 | -8.59%Oct 2023 | 2mo 27d | 1mo 15d | 4mo 12dAug 2023 - Dec 2023 |
Drawdown Indicators
| EQIN | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.16% | -56.78% | +14.62% |
Max Drawdown (1Y)Largest decline over 1 year | -5.41% | -9.10% | +3.69% |
Max Drawdown (3Y)Largest decline over 3 years | -12.05% | -18.90% | +6.85% |
Max Drawdown (5Y)Largest decline over 5 years | -18.51% | -25.43% | +6.92% |
Max Drawdown (10Y)Largest decline over 10 years | -42.16% | -33.92% | -8.24% |
Current DrawdownCurrent decline from peak | -1.64% | -1.80% | +0.16% |
Average DrawdownAverage peak-to-trough decline | -4.87% | -10.71% | +5.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 2.03% | -0.22% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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