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EQINvsPWVETF Comparison

ETF 1
EQIN

Columbia U.S. Equity Income ETF

This fund is part of
US High Dividend
+0.73%
VS
ETF 2
PWV

Invesco Dynamic Large Cap Value ETF

This fund is part of
US Large Cap Value
+0.85%

Columbia U.S. Equity Income ETF (EQIN) belongs to the US High Dividend segment. Invesco Dynamic Large Cap Value ETF (PWV) is part of the US Large Cap Value segment. EQIN's top 3 sector exposures are Financials, Energy and Industrials. In contrast, PWV's top sector exposures are Financials, Energy and Health Care. EQIN is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.55% for PWV. EQIN is up 10.31% year-to-date (YTD) with +$15M in YTD flows. PWV performs better with 16.06% YTD performance, and +$82M in YTD flows. Run a side-by-side ETF comparison of EQIN and PWV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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EQIN vs PWV performance and flow charts

Performance

-1.00.01.02.03.04.05.0%May 12May 19May 26Jun 2Jun 9

Cumulative Flows

0 M100 M200 M300 MMay 12May 19May 26Jun 2Jun 9

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 06/12/2026
1M3MYTD1Y3Y5Y
Perf.
EQIN
PWV
+3.94%+5.16%
+6.96%+12.37%
+10.31%+16.06%
+18.21%+28.56%
+49.48%+79.48%
+58.16%+89.93%
Flows
EQIN
PWV
-$21K+$7M
+$12M+$70M
+$15M+$82M
+$40M+$185M
+$192M+$255M
+$238M+$273M
Volatility and drawdown
3M1Y3Y5Y
Volatility
EQIN
PWV
+9.81%+9.50%
+10.42%+9.41%
+12.21%+12.91%
+14.79%+14.35%
Max drawdown
EQIN
PWV
-2.09%-1.54%
-5.47%-4.10%
-13.84%-14.40%
-18.28%-16.49%
Max drawdown duration
EQIN
PWV
21d13d
110d36d
375d192d
286d688d
Trading data

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EQIN
PWV
Last sale
6/12/2026 at 1:30 PM
$52.03
$76.80
Previous close
06/11/2026
$51.55
$76.00
Consolidated volume
06/11/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of May 29, 2026
1-year trailing difference

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EQIN
is actively managed and doesn’t replicate an index

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EQIN
PWV
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 6/12/2026 at 1:30 PM
Live
Closed
EQIN
PWV
Last price
$52.03
$76.80
1D performance
+0.94%
+1.05%
AuM$291.65 M$1.56 B
E/R0.35%0.55%
Characteristics
EQIN
PWV
Management strategyActivePassive
ProviderColumbia Threadneedle InvestmentsInvesco
Benchmark-Dynamic Large Cap Value Intellidex Index
N° of holdings9650
Asset class-Equities
Trailing 12m distribution yield
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Inception dateJune 13, 2016March 3, 2005
ESGNoNo
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Exposure

Countries

EQIN
USA
95.46%
Other
4.54%
PWV
USA
98.65%
Other
1.35%

Sectors

EQIN
Financials
27.88%
Energy
14.68%
Industrials
9.91%
Consumer Discreti.
8.93%
Consumer Staples
8.85%
Information Techn.
8.19%
Other
21.56%
PWV
Financials
36.94%
Energy
14.19%
Health Care
13.98%
Communication Ser.
7.5%
Other
27.38%
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Diversification

EQIN

Total weight of top 15 holdings out of 15

48.88%
PWV

Total weight of top 15 holdings out of 15

50.62%

Top 15 holdings

Data as of April 30, 2026
EQIN
JPMORGAN CHASE
4.72%
EXXON
4.57%
BK OF AMERICA CO
4.20%
CHEVRON TEXACO
4.11%
PROCTERGAMBLE
3.83%
HOME DEPOT
3.67%
UNITEDHEALTH GRP
3.56%
THE GOLDMAN SACHS GROUP
3.11%
PHILLIP MORRIS
2.78%
WELLS FARGO
2.76%
CITIGROUP
2.56%
AMERICAN EXPRESS
2.43%
INTL BUSINESS MACHINES CORP
2.37%
VERIZON COMMUNICATIONS
2.20%
WALT DISNEY
2.01%
PWV
UNITEDHEALTH GRP
4.23%
CITIGROUP
3.85%
CISCO-T
3.69%
MORGAN STANLEY
3.68%
JPMORGAN CHASE
3.42%
BK OF AMERICA CO
3.41%
THE GOLDMAN SACHS GROUP
3.40%
CHEVRON TEXACO
3.26%
EXXON
3.24%
WALT DISNEY
3.15%
BERKSHIRE HATHWAY
3.13%
WELLS FARGO
3.11%
VERIZON COMMUNICATIONS
3.09%
JOHNSON&JOHNSON
2.99%
PEPSICO U
2.97%
Frequently asked questions about EQIN and PWV

How have the EQIN and PWV ETFs performed in 2026?

As of June 12, 2026, EQIN is up 10.31% year-to-date (YTD), while PWV has returned 16.06%. That puts PWV better performer ahead so far this year.

Which ETF is attracting more investor money: EQIN or PWV?

Year-to-date, the EQIN ETF saw +$15M in flows, compared to +$82M for PWV.

Which ETF is more volatile: EQIN or PWV?

Over the past year, EQIN had a volatility of 10.42%, while PWV experienced 9.41%.

Which ETF is bigger: EQIN or PWV?

As of June 12, 2026, EQIN holds $291.65 M in assets under management (AUM), while PWV manages $1.56 B.

What sectors do the EQIN and PWV ETFs invest in?

EQIN leans toward sectors like Financials, Energy and Industrials. Meanwhile, PWV focuses on Financials, Energy and Health Care.

What are the top holdings of the EQIN ETF and PWV ETF?

EQIN top holdings include JPMORGAN CHASE, EXXON and BK OF AMERICA CO. PWV holds in its top three: UNITEDHEALTH GRP, CITIGROUP and CISCO-T.

Which ETF is more diversified: EQIN or PWV?

EQIN holds 96 securities with 48.88% of its assets in the top 15. PWV has 50 securities and a top 15 weight of 50.62%.

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