EQIN vs IVV
Columbia US Equity Income ETF vs iShares Core S&P 500 ETF
Which is better, EQIN or IVV?
Large Cap Value against Large Cap Blend.
IVV has a lower expense ratio. EQIN led over 1Y, IVV over 3Y, 5Y and the full window. EQIN is less concentrated, with 37.6% of the fund in its ten largest positions against 37.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EQIN | IVV |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $334M | $886.7B |
| Dividend Yield | 1.86% | 1.10% |
| Holdings | 206 | 508 |
| YTD Return | +15.33%Best | +13.86% |
| 1Y Return | +22.61%Best | +21.57% |
| 3Y Return (annualized) | +15.11% | +21.48%Best |
| 5Y Return (annualized) | +11.15% | +12.88%Best |
| Volatility (annualized) | 17.5% | 15.3%Best |
| Max Drawdown | -44.4% | -33.9%Best |
| $10,000 over 5 years | $16,965 | $18,327Best |
| Top 10 Weight | 37.6%Best | 37.9% |
| Fund Family | Columbia Threadneedle Investments | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Jun 13, 2016 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Jun 17, 2016 to Sep 3, 2026 (10.2 years).
EQIN vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 10.2 years both funds cover.
EQIN vs IVV Performance
Columbia US Equity Income ETF (EQIN) is an ETF from Columbia Threadneedle Investments and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year EQIN returned +22.61% while IVV returned +21.57%. Year to date, EQIN is up 15.33% versus a gain of 13.86% for IVV.
Over three years, EQIN compounded at +15.11% per year against +21.48% for IVV; over five years the annualized figures are +11.15% and +12.88% respectively. Across the full 10-year window we track, IVV has the edge at +14.60% annualized vs +9.75%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EQIN has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 15.3% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -44.4% for EQIN and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EQIN charges 0.35% per year while IVV charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, EQIN currently yields 1.86% against 1.10% for IVV.
Holdings Overlap
96.8% of EQIN's money is in holdings IVV also owns. 14.9% of IVV's money is in holdings EQIN also owns.
Most of EQIN is already inside IVV. Owning both mostly buys the same companies twice.
94 positions in common, counted across the 101 positions we hold weights for in EQIN and 505 in IVV, against full books of 206 and 508.
What only one of them owns
Our book lists 403 positions for IVV that do not appear in our book for EQIN (84.5% of the fund), and 4 for EQIN that do not appear in IVV (1.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in EQIN | Weight in IVV | Difference |
|---|---|---|---|
| JPMJpmorgan Chase | 4.98% | 1.45% | 3.53% |
| BACBank of America Corp.: Financials | 4.65% | 0.62% | 4.03% |
| XOMExxon Mobil Corp. | 3.96% | 0.94% | 3.02% |
| UNHUnitedhealth Group Incorporated | 3.89% | 0.56% | 3.33% |
| CVXChevron Corp | 3.84% | 0.52% | 3.32% |
| HDHome Depot Inc/The | 3.65% | 0.53% | 3.12% |
| PGProcter & Gamble Company | 3.55% | 0.51% | 3.04% |
| GSGoldman Sachs Group Inc/The | 3.23% | 0.47% | 2.76% |
| PMPhilip Morris International Inc. | 3.05% | 0.44% | 2.61% |
| WFCWells Fargo & Co. | 2.83% | 0.41% | 2.42% |
96.8% of EQIN is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EQIN or IVV?
EQIN has an expense ratio of 0.35% while IVV charges 0.03%. IVV is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, EQIN or IVV?
Over the past year EQIN returned +22.61% vs +21.57% for IVV, so EQIN leads on 1-year performance. Over the longest common window we track (10 years), EQIN annualized +9.75% vs +14.60% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EQIN or IVV?
EQIN has been the more volatile fund at 17.5% annualized versus 15.3% for IVV. Worst drawdown: EQIN -44.4% vs IVV -33.9%.
Should I hold both EQIN and IVV?
EQIN and IVV have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EQIN and IVV?
96.8% of EQIN's money is in holdings IVV also owns. 14.9% of IVV's is in holdings EQIN also owns. They hold 94 positions in common, counted across the 101 positions we hold weights for in EQIN and 505 in IVV.
Which pays a higher dividend, EQIN or IVV?
EQIN yields 1.86% while IVV yields 1.10%, so EQIN currently pays the higher dividend yield.
Is IVV better than EQIN?
IVV has a lower expense ratio. EQIN led over 1Y, IVV over 3Y, 5Y and the full window. EQIN is less concentrated, with 37.6% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.