EQIN vs. ROE

Last updated Jun 4, 2026

EQIN (Columbia U.S. Equity Income ETF) and ROE (Astoria US Equal Weight Quality Kings ETF) are both Large Cap Value Equities funds. Both are actively managed. Over the past year, EQIN returned 17.40% vs 37.99% for ROE. A 0.78 correlation means they provide meaningful diversification when combined. EQIN charges 0.35%/yr vs 0.49%/yr for ROE.

Performance

EQIN vs. ROE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia U.S. Equity Income ETF (EQIN) and Astoria US Equal Weight Quality Kings ETF (ROE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EQIN achieves a 7.94% return, which is significantly lower than ROE's 20.98% return.

EQIN

• 1D: -0.46%
• 1M: 2.17%
• YTD: 7.94%
• 6M: 9.70%
• 1Y: 17.40%
• 3Y*: 14.91%
• 5Y*: 9.28%
• 10Y*: —

ROE

• 1D: -0.04%
• 1M: 8.10%
• YTD: 20.98%
• 6M: 21.56%
• 1Y: 37.99%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

EQIN vs. ROE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
EQIN Columbia U.S. Equity Income ETF	7.94%	9.37%	13.82%	3.77%
ROE Astoria US Equal Weight Quality Kings ETF	20.98%	17.20%	18.34%	4.29%

Correlation

The correlation between EQIN and ROE is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.62
Correlation (All Time) Calculated using the full available price history since Aug 2, 2023	0.78

The correlation between EQIN and ROE shifts across timeframes, from 0.62 (1 year) to 0.78 (all time), reflecting how their relationship changes across market environments.

EQIN vs. ROE - Sectors Allocation Comparison

Sectors	EQIN	ROE
Financial Services	27.1%	11.7%
Energy	13.3%	3.5%
Industrials	13.1%	9.8%
Consumer Defensive	11.7%	4.7%
Technology	9.7%	36.1%
Consumer Cyclical	7.8%	9.4%
Communication Services	6.2%	10.6%
Healthcare	5.1%	8.7%
Utilities	3.7%	1.9%
Basic Materials	2.2%	1.8%
Real Estate	-	1.9%

Return for Risk

EQIN vs. ROE — Risk / Return Rank

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

EQIN

EQIN Risk / Return Rank: 54
EQIN Sharpe Ratio Rank: 50
EQIN Sortino Ratio Rank: 52
EQIN Omega Ratio Rank: 48
EQIN Calmar Ratio Rank: 66
EQIN Martin Ratio Rank: 56

ROE

ROE Risk / Return Rank: 83
ROE Sharpe Ratio Rank: 84
ROE Sortino Ratio Rank: 82
ROE Omega Ratio Rank: 80
ROE Calmar Ratio Rank: 83
ROE Martin Ratio Rank: 89

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. ROE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia U.S. Equity Income ETF (EQIN) and Astoria US Equal Weight Quality Kings ETF (ROE). 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	ROE	Difference
Sharpe ratio: Return per unit of total volatility	1.70	2.74	-1.05
Sortino ratio: Return per unit of downside risk	2.50	3.69	-1.19
Omega ratio: Gain probability vs. loss probability	1.30	1.48	-0.18
Calmar ratio: Return relative to maximum drawdown	3.23	4.41	-1.18
Martin ratio: Return relative to average drawdown	9.62	19.92	-10.30
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EQIN vs. ROE - Sharpe Ratio Comparison

The current EQIN Sharpe Ratio is 1.70, which is lower than the ROE Sharpe Ratio of 2.74. The chart below compares the historical Sharpe Ratios of EQIN and ROE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	EQIN	ROE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.70	2.74	-1.05
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.64	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.66	1.39	-0.73

Drawdowns

EQIN vs. ROE - Drawdown Comparison

The maximum EQIN drawdown since its inception was -42.16%, which is greater than ROE's maximum drawdown of -19.10%. Use the drawdown chart below to compare losses from any high point for EQIN and ROE.

Drawdown Indicators

	EQIN	ROE	Difference
Max Drawdown Largest peak-to-trough decline	-42.16%	-19.10%	-23.06%
Max Drawdown (1Y) Largest decline over 1 year	-5.41%	-8.66%	+3.25%
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	-0.46%	-0.04%	-0.42%
Average Drawdown Average peak-to-trough decline	-4.89%	-2.59%	-2.30%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.81%	1.91%	-0.10%

Volatility

EQIN vs. ROE - Volatility Comparison

The current volatility for Columbia U.S. Equity Income ETF (EQIN) is 2.34%, while Astoria US Equal Weight Quality Kings ETF (ROE) has a volatility of 3.79%. This indicates that EQIN experiences smaller price fluctuations and is considered to be less risky than ROE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EQIN	ROE	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.34%	3.79%	-1.45%
Volatility (6M) Calculated over the trailing 6-month period	7.64%	10.66%	-3.02%
Volatility (1Y) Calculated over the trailing 1-year period	10.32%	13.94%	-3.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.67%	15.78%	-1.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.64%	15.78%	+2.86%

EQIN vs. ROE - Expense Ratio Comparison

EQIN has a 0.35% expense ratio, which is lower than ROE's 0.49% expense ratio.

Dividends

EQIN vs. ROE - Dividend Comparison

EQIN's dividend yield for the trailing twelve months is around 1.91%, more than ROE's 0.94% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
EQIN Columbia U.S. Equity Income ETF	1.91%	2.05%	4.34%	2.41%	2.71%	2.57%	2.54%	2.70%	7.81%	11.52%	2.44%
ROE Astoria US Equal Weight Quality Kings ETF	0.94%	0.97%	1.18%	0.68%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both EQIN and ROE in my portfolio?

EQIN and ROE have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EQIN or ROE?

ROE has higher volatility (3.79%) compared to EQIN (2.34%). In terms of maximum drawdown, EQIN dropped -42.16% vs ROE's -19.10%.

Which ETF is better, EQIN or ROE?

On 1-year performance, ROE leads with 37.99% vs 17.40% for EQIN. On fees, EQIN is cheaper at 0.35% per year. On volatility, EQIN has been the lower-risk option at 2.34%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, EQIN or ROE?

Over the 1-year period, ROE has performed better with a 37.99% return vs 17.40%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, EQIN or ROE?

EQIN is cheaper with a 0.35% expense ratio, compared with 0.49% for ROE.

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

EQIN has the higher dividend yield at 1.91%, compared with 0.94% for ROE.

What is the main difference between EQIN and ROE?

They also come from different issuers: Columbia and Astoria. Their fees differ too: 0.35% for EQIN and 0.49% for ROE.

Which has better risk-adjusted returns?

ROE currently has the higher Sharpe Ratio (2.74 vs 1.70), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.