EQIN vs. LVDS

Last updated Jun 5, 2026

EQIN (Columbia U.S. Equity Income ETF) and LVDS (JPMorgan Fundamental Data Science Large Value ETF) are both Large Cap Value Equities funds. Both are actively managed. Their correlation of 0.81 suggests significant overlap in exposure. EQIN charges 0.35%/yr vs 0.30%/yr for LVDS.

Performance

EQIN vs. LVDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia U.S. Equity Income ETF (EQIN) and JPMorgan Fundamental Data Science Large Value ETF (LVDS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EQIN achieves a 9.04% return, which is significantly lower than LVDS's 14.33% return.

EQIN

• 1D: 1.02%
• 1M: 2.71%
• YTD: 9.04%
• 6M: 9.92%
• 1Y: 19.10%
• 3Y*: 15.46%
• 5Y*: 9.50%
• 10Y*: —

LVDS

• 1D: 0.68%
• 1M: 3.71%
• YTD: 14.33%
• 6M: 15.43%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EQIN vs. LVDS - Yearly Performance Comparison

	2026 (YTD)	2025
EQIN Columbia U.S. Equity Income ETF	9.04%	5.76%
LVDS JPMorgan Fundamental Data Science Large Value ETF	14.33%	7.24%

Correlation

The correlation between EQIN and LVDS is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 15, 2025	0.81

EQIN vs. LVDS - Sectors Allocation Comparison

Sectors	EQIN	LVDS
Financial Services	27.1%	18.3%
Energy	13.3%	6.6%
Industrials	13.1%	10.2%
Consumer Defensive	11.7%	6.5%
Technology	9.7%	15.9%
Consumer Cyclical	7.8%	8.0%
Communication Services	6.2%	7.5%
Healthcare	5.1%	8.6%
Utilities	3.7%	4.8%
Basic Materials	2.2%	1.7%
Real Estate	-	4.2%

Return for Risk

EQIN vs. LVDS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EQIN

EQIN Risk / Return Rank: 60
EQIN Sharpe Ratio Rank: 55
EQIN Sortino Ratio Rank: 59
EQIN Omega Ratio Rank: 53
EQIN Calmar Ratio Rank: 72
EQIN Martin Ratio Rank: 60

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EQIN vs. LVDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia U.S. Equity Income ETF (EQIN) and JPMorgan Fundamental Data Science Large Value ETF (LVDS). 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	LVDS	Difference
Sharpe ratio: Return per unit of total volatility	1.86	—	—
Sortino ratio: Return per unit of downside risk	2.73	—	—
Omega ratio: Gain probability vs. loss probability	1.33	—	—
Calmar ratio: Return relative to maximum drawdown	3.55	—	—
Martin ratio: Return relative to average drawdown	10.56	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	EQIN	LVDS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.86	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.65	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.67	2.47	-1.80

Drawdowns

EQIN vs. LVDS - Drawdown Comparison

The maximum EQIN drawdown since its inception was -42.16%, which is greater than LVDS's maximum drawdown of -6.64%. Use the drawdown chart below to compare losses from any high point for EQIN and LVDS.

Drawdown Indicators

	EQIN	LVDS	Difference
Max Drawdown Largest peak-to-trough decline	-42.16%	-6.64%	-35.52%
Max Drawdown (1Y) Largest decline over 1 year	-5.41%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-12.05%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-18.51%	—	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-4.89%	-0.97%	-3.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.81%	—	—

Volatility

Volatility by Period

	EQIN	LVDS	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.49%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.68%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.35%	10.42%	-0.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.67%	10.42%	+4.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.63%	10.42%	+8.21%

EQIN vs. LVDS - Expense Ratio Comparison

EQIN has a 0.35% expense ratio, which is higher than LVDS's 0.30% expense ratio.

Dividends

EQIN vs. LVDS - Dividend Comparison

EQIN's dividend yield for the trailing twelve months is around 1.89%, less than LVDS's 7.51% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
EQIN Columbia U.S. Equity Income ETF	1.89%	2.05%	4.34%	2.41%	2.71%	2.57%	2.54%	2.70%	7.81%	11.52%	2.44%
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.51%	8.25%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both EQIN and LVDS in my portfolio?

EQIN and LVDS have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, EQIN or LVDS?

On fees, LVDS is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, EQIN or LVDS?

LVDS is cheaper with a 0.30% expense ratio, compared with 0.35% for EQIN.

Which ETF pays a higher dividend yield, EQIN or LVDS?

LVDS has the higher dividend yield at 7.51%, compared with 1.89% for EQIN.

What is the main difference between EQIN and LVDS?

They also come from different issuers: Columbia and JPMorgan. Their fees differ too: 0.35% for EQIN and 0.30% for LVDS.