EQIN vs. FDL
Compare and contrast key facts about Columbia U.S. Equity Income ETF (EQIN) and First Trust Morningstar Dividend Leaders Index Fund (FDL).
EQIN and FDL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EQIN is an actively managed fund by Columbia. It was launched on Jun 13, 2016. FDL is a passively managed fund by First Trust that tracks the performance of the Morningstar Dividend Leaders Index. It was launched on Mar 9, 2006.
Performance
EQIN vs. FDL - Performance Comparison
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EQIN vs. FDL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EQIN Columbia U.S. Equity Income ETF | 4.00% | 9.37% | 13.82% | 11.58% | 0.66% | 31.18% | 0.67% | 30.67% | -12.22% | 20.05% |
FDL First Trust Morningstar Dividend Leaders Index Fund | 14.21% | 14.79% | 17.98% | 2.94% | 6.66% | 26.10% | -4.30% | 24.41% | -5.99% | 12.02% |
Returns By Period
In the year-to-date period, EQIN achieves a 4.00% return, which is significantly lower than FDL's 14.21% return.
EQIN
- 1D
- 1.17%
- 1M
- -2.81%
- YTD
- 4.00%
- 6M
- 6.38%
- 1Y
- 9.65%
- 3Y*
- 12.54%
- 5Y*
- 10.35%
- 10Y*
- —
FDL
- 1D
- -1.10%
- 1M
- -1.21%
- YTD
- 14.21%
- 6M
- 16.89%
- 1Y
- 21.28%
- 3Y*
- 17.56%
- 5Y*
- 13.87%
- 10Y*
- 11.48%
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EQIN vs. FDL - Expense Ratio Comparison
EQIN has a 0.35% expense ratio, which is lower than FDL's 0.45% expense ratio.
Return for Risk
EQIN vs. FDL — Risk / Return Rank
EQIN
FDL
EQIN vs. FDL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia U.S. Equity Income ETF (EQIN) and First Trust Morningstar Dividend Leaders Index Fund (FDL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EQIN | FDL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 1.43 | -0.76 |
Sortino ratioReturn per unit of downside risk | 1.04 | 2.00 | -0.96 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.28 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.77 | -0.75 |
Martin ratioReturn relative to average drawdown | 3.84 | 7.07 | -3.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EQIN | FDL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 1.43 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.97 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.67 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.46 | +0.19 |
Correlation
The correlation between EQIN and FDL is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
EQIN vs. FDL - Dividend Comparison
EQIN's dividend yield for the trailing twelve months is around 1.98%, less than FDL's 3.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQIN Columbia U.S. Equity Income ETF | 1.98% | 2.05% | 4.34% | 2.41% | 2.71% | 2.57% | 2.54% | 2.70% | 7.81% | 11.52% | 2.44% | 0.00% |
FDL First Trust Morningstar Dividend Leaders Index Fund | 3.65% | 4.04% | 4.96% | 4.58% | 3.58% | 4.59% | 4.48% | 3.75% | 3.97% | 3.18% | 2.93% | 3.65% |
Drawdowns
EQIN vs. FDL - Drawdown Comparison
The maximum EQIN drawdown since its inception was -42.16%, smaller than the maximum FDL drawdown of -65.93%. Use the drawdown chart below to compare losses from any high point for EQIN and FDL.
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Drawdown Indicators
| EQIN | FDL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.16% | -65.93% | +23.77% |
Max Drawdown (1Y)Largest decline over 1 year | -10.63% | -11.58% | +0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -18.51% | -16.46% | -2.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.40% | — |
Current DrawdownCurrent decline from peak | -3.93% | -1.21% | -2.72% |
Average DrawdownAverage peak-to-trough decline | -4.95% | -9.72% | +4.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 2.90% | -0.07% |
Volatility
EQIN vs. FDL - Volatility Comparison
Columbia U.S. Equity Income ETF (EQIN) has a higher volatility of 3.05% compared to First Trust Morningstar Dividend Leaders Index Fund (FDL) at 2.71%. This indicates that EQIN's price experiences larger fluctuations and is considered to be riskier than FDL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQIN | FDL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.05% | 2.71% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 8.01% | 8.23% | -0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.36% | 14.94% | -0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.78% | 14.32% | +0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.76% | 17.09% | +1.67% |