EQIN vs VYM
Columbia US Equity Income ETF vs Vanguard High Dividend Yield ETF
Which is better, EQIN or VYM?
Each has led over a different period.
VYM has a lower expense ratio. EQIN led over 1Y, VYM over 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 37.6%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.35% | 0.04%Best |
| AUM | $334M | $81.6B |
| Dividend Yield | 1.86% | 2.24% |
| Holdings | 206 | 613 |
| YTD Return | +15.33%Best | +15.29% |
| 1Y Return | +22.61%Best | +22.23% |
| 3Y Return (annualized) | +15.11% | +18.81%Best |
| 5Y Return (annualized) | +11.15% | +12.14%Best |
| Volatility (annualized) | 17.5% | 14.1%Best |
| Max Drawdown | -44.4% | -35.7%Best |
| $10,000 over 5 years | $16,965 | $17,734Best |
| Top 10 Weight | 37.6% | 25.9%Best |
| Fund Family | Columbia Threadneedle Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jun 13, 2016 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Jun 17, 2016 to Sep 3, 2026 (10.2 years).
EQIN vs VYM 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 VYM Performance
Columbia US Equity Income ETF (EQIN) is an ETF from Columbia Threadneedle Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year EQIN returned +22.61% while VYM returned +22.23%. Year to date, EQIN is up 15.33% versus a gain of 15.29% for VYM.
Over three years, EQIN compounded at +15.11% per year against +18.81% for VYM; over five years the annualized figures are +11.15% and +12.14% respectively. Across the full 10-year window we track, VYM has the edge at +10.37% 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 14.1% for VYM. 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EQIN charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, EQIN currently yields 1.86% against 2.24% for VYM.
Holdings Overlap
84.1% of EQIN's money is in holdings VYM also owns. 34.2% of VYM's money is in holdings EQIN also owns.
Most of EQIN is already inside VYM. Owning both mostly buys the same companies twice.
82 positions in common, counted across the 101 positions we hold weights for in EQIN and 603 in VYM, against full books of 206 and 613.
What only one of them owns
Our book lists 488 positions for VYM that do not appear in our book for EQIN (63.2% of the fund), and 16 for EQIN that do not appear in VYM (13.9%).
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 VYM | Difference |
|---|---|---|---|
| JPMJpmorgan Chase | 4.98% | 3.38% | 1.60% |
| XOMExxon Mobil Corp. | 3.96% | 2.36% | 1.60% |
| BACBank of America Corp.: Financials | 4.65% | 1.56% | 3.09% |
| UNHUnitedhealth Group Incorporated | 3.89% | 1.56% | 2.33% |
| CVXChevron Corp | 3.84% | 1.28% | 2.56% |
| HDHome Depot Inc/The | 3.65% | 1.46% | 2.19% |
| PGProcter & Gamble Company | 3.55% | 1.42% | 2.13% |
| GSGoldman Sachs Group Inc/The | 3.23% | 1.15% | 2.08% |
| PMPhilip Morris International Inc. | 3.05% | 1.17% | 1.88% |
| WFCWells Fargo & Co. | 2.83% | 1.05% | 1.78% |
84.1% of EQIN is already inside VYM.
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 VYM?
EQIN has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, EQIN or VYM?
Over the past year EQIN returned +22.61% vs +22.23% for VYM, so EQIN leads on 1-year performance. Over the longest common window we track (10 years), EQIN annualized +9.75% vs +10.37% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EQIN or VYM?
EQIN has been the more volatile fund at 17.5% annualized versus 14.1% for VYM. Worst drawdown: EQIN -44.4% vs VYM -35.7%.
Should I hold both EQIN and VYM?
EQIN and VYM have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between EQIN and VYM?
84.1% of EQIN's money is in holdings VYM also owns. 34.2% of VYM's is in holdings EQIN also owns. They hold 82 positions in common, counted across the 101 positions we hold weights for in EQIN and 603 in VYM.
Which pays a higher dividend, EQIN or VYM?
EQIN yields 1.86% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than EQIN?
VYM has a lower expense ratio. EQIN led over 1Y, VYM over 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.