EQIN vs QQQ
Columbia US Equity Income ETF vs Invesco QQQ Trust, Series 1
Which is better, EQIN or QQQ?
Large Cap Value against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. EQIN is less concentrated, with 38.6% of the fund in its ten largest positions against 46.5%.
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 | QQQ |
|---|---|---|
| Expense Ratio | 0.35% | 0.18%Best |
| AUM | $314M | $483.5B |
| Dividend Yield | 1.82% | 0.44% |
| Holdings | 206 | 107 |
| YTD Return | +12.82% | +15.21%Best |
| 1Y Return | +17.99% | +19.78%Best |
| 3Y Return (annualized) | +14.34% | +24.58%Best |
| 5Y Return (annualized) | +10.99% | +13.93%Best |
| Volatility (annualized) | 17.5%Best | 18.9% |
| Max Drawdown | -44.4% | -35.1%Best |
| $10,000 over 5 years | $16,843 | $19,195Best |
| Top 10 Weight | 38.6%Best | 46.5% |
| Fund Family | Columbia Threadneedle Investments | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Growth |
| Inception | Jun 13, 2016 | Mar 10, 1999 |
Volatility and max drawdown are measured over the window both funds cover: Jun 17, 2016 to Sep 16, 2026 (10.2 years).
EQIN vs QQQ 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 QQQ Performance
Columbia US Equity Income ETF (EQIN) is an ETF from Columbia Threadneedle Investments and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year EQIN returned +17.99% while QQQ returned +19.78%. Year to date, EQIN is up 12.82% versus a gain of 15.21% for QQQ.
Over three years, EQIN compounded at +14.34% per year against +24.58% for QQQ; over five years the annualized figures are +10.99% and +13.93% respectively. Across the full 10-year window we track, QQQ has the edge at +20.63% annualized vs +9.48%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 17.5% for EQIN. 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 -35.1% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EQIN charges 0.35% per year while QQQ charges 0.18%. On a $10,000 position that is $35 vs $18 annually, a gap of $17 per year that compounds over a long holding period. On income, EQIN currently yields 1.82% against 0.44% for QQQ.
Holdings Overlap
7.0% of EQIN's money is in holdings QQQ also owns. 3.1% of QQQ's money is in holdings EQIN also owns.
EQIN and QQQ share little of their money.
8 positions in common, counted across the 100 positions we hold weights for in EQIN and 102 in QQQ, against full books of 206 and 107.
What only one of them owns
Our book lists 88 positions for QQQ that do not appear in our book for EQIN (94.5% of the fund), and 89 for EQIN that do not appear in QQQ (91.1%).
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 QQQ | Difference |
|---|---|---|---|
| QCOMQualcomm Inc. | 1.76% | 0.73% | 1.03% |
| ADPAutomatic Data Processing, Inc. | 1.14% | 0.47% | 0.67% |
| CMCSAComcast Corp-class A Cmcsa | 0.94% | 0.39% | 0.55% |
| INTUIntuit, Inc. | 0.94% | 0.39% | 0.55% |
| HONHoneywell International Inc. | 0.68% | 0.35% | 0.33% |
| AEPAmerican Electric Power Co Inc | 0.68% | 0.30% | 0.38% |
| EXCExelon | 0.46% | 0.21% | 0.25% |
| FANGDiamondback Energy, Inc. | 0.42% | 0.23% | 0.19% |
You are not choosing between two funds in isolation.
Whichever of EQIN and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EQIN or QQQ?
EQIN has an expense ratio of 0.35% while QQQ charges 0.18%. QQQ is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, EQIN or QQQ?
Over the past year EQIN returned +17.99% vs +19.78% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (10 years), EQIN annualized +9.48% vs +20.63% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EQIN or QQQ?
QQQ has been the more volatile fund at 18.9% annualized versus 17.5% for EQIN. Worst drawdown: EQIN -44.4% vs QQQ -35.1%.
Should I hold both EQIN and QQQ?
EQIN and QQQ have a monthly-return correlation of 0.63, 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 QQQ?
7.0% of EQIN's money is in holdings QQQ also owns. 3.1% of QQQ's is in holdings EQIN also owns. They hold 8 positions in common, counted across the 100 positions we hold weights for in EQIN and 102 in QQQ.
Which pays a higher dividend, EQIN or QQQ?
EQIN yields 1.82% while QQQ yields 0.44%, so EQIN currently pays the higher dividend yield.
Is QQQ better than EQIN?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. EQIN is less concentrated, with 38.6% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.