EQIN vs VOO
Columbia US Equity Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. EQIN delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EQIN | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $296M | $979.0B | |
| Dividend Yield | 1.92% | 1.09% | |
| Holdings | 102 | 509 | |
| YTD Return | +14.52% | +13.44% | |
| 1Y Return | +24.17% | +22.62% | |
| 3Y Return (annualized) | +14.69% | +21.47% | |
| 5Y Return (annualized) | +10.93% | +13.27% | |
| Volatility (annualized) | 17.6% | 14.1% | |
| Max Drawdown | -44.4% | -34.3% | |
| Fund Family | Columbia Threadneedle Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 13, 2016 | Sep 7, 2010 |
EQIN vs VOO Performance
Columbia US Equity Income ETF (EQIN) is a ETF from Columbia Threadneedle Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EQIN returned +24.17% while VOO returned +22.62%. Year to date, EQIN is up 14.52% versus a gain of 13.44% for VOO.
Over three years, EQIN compounded at +14.69% per year against +21.47% for VOO; over five years the annualized figures are +10.93% and +13.27% respectively. Across the full 10-year window we track, VOO has the edge at +13.55% annualized vs +9.73%. 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 14.1% for VOO. 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 -34.3% for VOO. 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EQIN charges 0.35% per year while VOO 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 VOO.
Holdings Overlap
EQIN and VOO share 91 holdings out of 514 unique holdings combined, representing a 13.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EQIN or VOO?
EQIN has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, EQIN or VOO?
Over the past year EQIN returned +24.17% vs +22.62% for VOO, so EQIN leads on 1-year performance. Over the longest common window we track (10 years), EQIN annualized +9.73% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, EQIN or VOO?
EQIN has been the more volatile fund at 17.6% annualized versus 14.1% for VOO. Worst drawdown: EQIN -44.4% vs VOO -34.3%.
Should I hold both EQIN and VOO?
EQIN and VOO have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EQIN and VOO?
EQIN and VOO share 91 common holdings with a 13.7% weight overlap. Combined, they hold 514 unique securities.
Which pays a higher dividend, EQIN or VOO?
EQIN yields 1.92% while VOO yields 1.09%, so EQIN currently pays the higher dividend yield.
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