EQINvsSCHDETF Comparison
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Columbia U.S. Equity Income ETF (EQIN) and Schwab U.S. Dividend Equity ETF (SCHD) belong to the same industry segment: US High Dividend. EQIN's top 3 sector exposures are Finance, Energy and Consumer Non-Cyclicals. In contrast, SCHD's top sector exposures are Healthcare, Consumer Non-Cyclicals and Energy. EQIN is more expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.06% for SCHD. EQIN is up 16.79% year-to-date (YTD) with +$36M in YTD flows. SCHD performs better with 31.13% YTD performance, and +$24.83B in YTD flows. Run a side-by-side ETF comparison of EQIN and SCHD 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 SCHD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EQIN SCHD | +5.55%+6.39% | +3.09%+5.94% | +16.79%+31.13% | +18.02%+34.01% | +60.93%+75.66% | +66.94%+63.87% |
| Flows | EQIN SCHD | +$5M+$2.48B | +$13M+$9.89B | +$36M+$24.83B | +$32M+$25.43B | +$221M+$41.08B | +$259M+$63.13B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EQIN SCHD | +9.83%+11.48% | +10.37%+11.52% | +12.12%+13.20% | +14.51%+14.43% |
| Max drawdown | EQIN SCHD | -6.18%-6.85% | -6.18%-6.85% | -13.84%-16.07% | -18.28%-16.85% |
| Max drawdown duration | EQIN SCHD | 66d58d | 66d58d | 375d402d | 286d714d |
Trading data
EQIN | SCHD | |
Last sale 10/28/2026 at 1:30 PM | $54.70 | $35.09 |
| Previous close 10/27/2026 | $54.60 | $35.12 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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EQIN
is actively managed and doesn’t replicate an indexEQIN | SCHD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/28/2026 at 1:30 PM
Live
Closed
EQIN | SCHD | |
|---|---|---|
| Last price | $54.70 | $35.09 |
| 1D performance | +0.17% | -0.09% |
| AuM | $327.50 M | $118.47 B |
| E/R | 0.35% | 0.06% |
Characteristics
EQIN | SCHD | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Columbia Threadneedle Investments | Schwab ETFs |
| Benchmark | - | Dow Jones U.S. Dividend 100 Index |
| N° of holdings | 102 | 99 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 13, 2016 | October 20, 2011 |
| ESG | No | No |
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Exposure
Countries
EQIN
USA
99.85%
Other
0.15%
SCHD
USA
96.96%
Other
3.04%
Sectors
EQIN
Finance
27.88%
Energy
14.33%
Consumer Non-Cycl.
9.36%
Industrials
9.1%
Technology
8.75%
Other
30.58%
SCHD
Healthcare
22.01%
Consumer Non-Cycl.
19.65%
Energy
15.17%
Finance
10.2%
Technology
9.47%
Other
23.5%
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Diversification
EQIN
Total weight of top 15 holdings out of 15
48%
SCHD
Total weight of top 15 holdings out of 15
58.21%
Top 15 holdings
Data as of August 31, 2026
EQIN
JPMorgan Chase & Co.
4.88%
Bank of America Corp.
4.48%
Chevron Corp.
4.09%
ExxonMobil Holdings Corp.
4.07%
UnitedHealth Group, Inc.
3.70%
Procter & Gamble Co.
3.44%
The Home Depot, Inc.
3.38%
The Goldman Sachs Group, Inc.
3.16%
Philip Morris International, Inc.
3.06%
Wells Fargo & Co.
2.68%
American Express Co.
2.35%
Citigroup, Inc.
2.35%
International Business Machines Corp.
2.32%
Verizon Communications, Inc.
2.13%
The Walt Disney Co.
1.91%
SCHD
Merck & Co., Inc.
5.03%
Abbott Laboratories
4.92%
Amgen, Inc.
4.82%
The Coca-Cola Co.
4.30%
Verizon Communications, Inc.
3.98%
The Home Depot, Inc.
3.97%
ConocoPhillips
3.91%
Chevron Corp.
3.89%
UnitedHealth Group, Inc.
3.87%
Procter & Gamble Co.
3.83%
PepsiCo, Inc.
3.69%
Bristol Myers Squibb Co.
3.37%
Texas Instruments Incorporated
3.10%
Accenture Plc
2.79%
Altria Group, Inc.
2.76%
Frequently asked questions about EQIN and SCHD
How have the EQIN and SCHD ETFs performed in 2026?
As of October 27, 2026, EQIN is up 16.79% year-to-date (YTD), while SCHD has returned 31.13%. That puts SCHD better performer ahead so far this year.
Which ETF is attracting more investor money: EQIN or SCHD?
Year-to-date, the EQIN ETF saw +$36M in flows, compared to +$24.83B for SCHD.
Which ETF is more volatile: EQIN or SCHD?
Over the past year, EQIN had a volatility of 10.37%, while SCHD experienced 11.52%.
Which ETF is bigger: EQIN or SCHD?
As of October 27, 2026, EQIN holds $327.50 M in assets under management (AUM), while SCHD manages $118.47 B.
What sectors do the EQIN and SCHD ETFs invest in?
EQIN leans toward sectors like Finance, Energy and Consumer Non-Cyclicals. Meanwhile, SCHD focuses on Healthcare, Consumer Non-Cyclicals and Energy.
What are the top holdings of the EQIN ETF and SCHD ETF?
EQIN top holdings include JPMorgan Chase & Co., Bank of America Corp. and Chevron Corp.. SCHD holds in its top three: Merck & Co., Inc., Abbott Laboratories and Amgen, Inc..
Which ETF is more diversified: EQIN or SCHD?
EQIN holds 102 securities with 48% of its assets in the top 15. SCHD has 99 securities and a top 15 weight of 58.21%.
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