EQIN vs. IGF
Compare and contrast key facts about Columbia U.S. Equity Income ETF (EQIN) and iShares Global Infrastructure ETF (IGF).
EQIN and IGF 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. IGF is a passively managed fund by iShares that tracks the performance of the S&P Global Infrastructure Index. It was launched on Dec 10, 2007.
Performance
EQIN vs. IGF - Performance Comparison
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EQIN vs. IGF - 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% |
IGF iShares Global Infrastructure ETF | 9.55% | 21.31% | 14.81% | 6.14% | -1.26% | 11.57% | -6.50% | 25.82% | -9.95% | 19.31% |
Returns By Period
In the year-to-date period, EQIN achieves a 4.00% return, which is significantly lower than IGF's 9.55% return.
EQIN
- 1D
- 1.17%
- 1M
- -2.81%
- YTD
- 4.00%
- 6M
- 6.38%
- 1Y
- 9.65%
- 3Y*
- 12.54%
- 5Y*
- 10.35%
- 10Y*
- —
IGF
- 1D
- 0.33%
- 1M
- -2.57%
- YTD
- 9.55%
- 6M
- 11.40%
- 1Y
- 26.48%
- 3Y*
- 15.89%
- 5Y*
- 11.45%
- 10Y*
- 8.84%
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EQIN vs. IGF - Expense Ratio Comparison
EQIN has a 0.35% expense ratio, which is lower than IGF's 0.39% expense ratio.
Return for Risk
EQIN vs. IGF — Risk / Return Rank
EQIN
IGF
EQIN vs. IGF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia U.S. Equity Income ETF (EQIN) and iShares Global Infrastructure ETF (IGF). 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 | IGF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 2.09 | -1.41 |
Sortino ratioReturn per unit of downside risk | 1.04 | 2.76 | -1.71 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.42 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 3.10 | -2.07 |
Martin ratioReturn relative to average drawdown | 3.84 | 15.49 | -11.65 |
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 | IGF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 2.09 | -1.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.83 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.24 | +0.40 |
Correlation
The correlation between EQIN and IGF is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
EQIN vs. IGF - Dividend Comparison
EQIN's dividend yield for the trailing twelve months is around 1.98%, less than IGF's 2.94% 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% |
IGF iShares Global Infrastructure ETF | 2.94% | 3.23% | 3.21% | 3.36% | 2.67% | 2.42% | 2.33% | 3.27% | 3.52% | 2.95% | 2.98% | 3.25% |
Drawdowns
EQIN vs. IGF - Drawdown Comparison
The maximum EQIN drawdown since its inception was -42.16%, smaller than the maximum IGF drawdown of -58.33%. Use the drawdown chart below to compare losses from any high point for EQIN and IGF.
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Drawdown Indicators
| EQIN | IGF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.16% | -58.33% | +16.17% |
Max Drawdown (1Y)Largest decline over 1 year | -10.63% | -8.74% | -1.89% |
Max Drawdown (5Y)Largest decline over 5 years | -18.51% | -20.83% | +2.32% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.11% | — |
Current DrawdownCurrent decline from peak | -3.93% | -3.10% | -0.83% |
Average DrawdownAverage peak-to-trough decline | -4.95% | -11.95% | +7.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 1.75% | +1.08% |
Volatility
EQIN vs. IGF - Volatility Comparison
The current volatility for Columbia U.S. Equity Income ETF (EQIN) is 3.05%, while iShares Global Infrastructure ETF (IGF) has a volatility of 3.90%. This indicates that EQIN experiences smaller price fluctuations and is considered to be less risky than IGF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQIN | IGF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.05% | 3.90% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 8.01% | 7.33% | +0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.36% | 12.73% | +1.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.78% | 13.89% | +0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.76% | 16.80% | +1.96% |