EQIN vs QQQ
Columbia US Equity Income ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | EQIN | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.18% | |
| AUM | $296M | $496.3B | |
| Dividend Yield | 1.86% | 0.44% | |
| Holdings | 102 | 108 | |
| YTD Return | +14.31% | +16.23% | |
| 1Y Return | +20.77% | +26.23% | |
| 3Y Return (annualized) | +15.14% | +25.75% | |
| 5Y Return (annualized) | +11.28% | +14.78% | |
| Volatility (annualized) | 17.6% | 30.6% | |
| Max Drawdown | -44.4% | -83.0% | |
| Fund Family | Columbia Threadneedle Investments | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Jun 13, 2016 | Mar 10, 1999 |
EQIN vs QQQ Performance
Columbia US Equity Income ETF (EQIN) is a ETF from Columbia Threadneedle Investments and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year EQIN returned +20.77% while QQQ returned +26.23%. Year to date, EQIN is up 14.31% versus a gain of 16.23% for QQQ.
Over three years, EQIN compounded at +15.14% per year against +25.75% for QQQ; over five years the annualized figures are +11.28% and +14.78% respectively. Across the full 10-year window we track, QQQ has the edge at +13.02% annualized vs +9.69%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 17.6% 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 -83.0% for QQQ. 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.86% against 0.44% for QQQ.
Holdings Overlap
EQIN and QQQ share 9 holdings out of 192 unique holdings combined, representing a 4.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $17 per year of difference.
Which performed better, EQIN or QQQ?
Over the past year EQIN returned +20.77% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (10 years), EQIN annualized +9.69% vs +13.02% for QQQ. Past performance does not guarantee future results.
Which is riskier, EQIN or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 17.6% for EQIN. Worst drawdown: EQIN -44.4% vs QQQ -83.0%.
Should I hold both EQIN and QQQ?
EQIN and QQQ have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EQIN and QQQ?
EQIN and QQQ share 9 common holdings with a 4.2% weight overlap. Combined, they hold 192 unique securities.
Which pays a higher dividend, EQIN or QQQ?
EQIN yields 1.86% while QQQ yields 0.44%, so EQIN currently pays the higher dividend yield.
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