EQIN vs IVV
Columbia US Equity Income ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. EQIN delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EQIN | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $296M | $865.2B | |
| Dividend Yield | 1.92% | 1.09% | |
| Holdings | 102 | 508 | |
| YTD Return | +14.88% | +13.72% | |
| 1Y Return | +23.49% | +21.64% | |
| 3Y Return (annualized) | +14.80% | +21.55% | |
| 5Y Return (annualized) | +11.05% | +13.27% | |
| Volatility (annualized) | 17.6% | 15.1% | |
| Max Drawdown | -44.4% | -56.5% | |
| Fund Family | Columbia Threadneedle Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 13, 2016 | May 15, 2000 |
EQIN vs IVV Performance
Columbia US Equity Income ETF (EQIN) is a ETF from Columbia Threadneedle Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EQIN returned +23.49% while IVV returned +21.64%. Year to date, EQIN is up 14.88% versus a gain of 13.72% for IVV.
Over three years, EQIN compounded at +14.80% per year against +21.55% for IVV; over five years the annualized figures are +11.05% and +13.27% respectively. Across the full 10-year window we track, EQIN has the edge at +9.77% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EQIN has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 15.1% 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 -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 1.92% against 1.09% for IVV.
Holdings Overlap
EQIN and IVV share 91 holdings out of 514 unique holdings combined, representing a 14.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $32 per year of difference.
Which performed better, EQIN or IVV?
Over the past year EQIN returned +23.49% vs +21.64% for IVV, so EQIN leads on 1-year performance. Over the longest common window we track (10 years), EQIN annualized +9.77% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, EQIN or IVV?
EQIN has been the more volatile fund at 17.6% annualized versus 15.1% for IVV. Worst drawdown: EQIN -44.4% vs IVV -56.5%.
Should I hold both EQIN and IVV?
EQIN and IVV have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EQIN and IVV?
EQIN and IVV share 91 common holdings with a 14.2% weight overlap. Combined, they hold 514 unique securities.
Which pays a higher dividend, EQIN or IVV?
EQIN yields 1.92% while IVV yields 1.09%, so EQIN currently pays the higher dividend yield.
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