EQINvsSHRYETF Comparison
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Columbia U.S. Equity Income ETF (EQIN) and First Trust Bloomberg Shareholder Yield ETF (SHRY) belong to the same industry segment: US High Dividend. EQIN's top 3 sector exposures are Financials, Energy and Industrials. In contrast, SHRY's top sector exposures are Financials, Information Technology and Energy. EQIN is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.6% for SHRY. EQIN is up 5.45% year-to-date (YTD) with +$7M in YTD flows. SHRY performs worse with 5.04% YTD performance, and +$2K in YTD flows. Run a side-by-side ETF comparison of EQIN and SHRY 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 SHRY performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EQIN SHRY | +1.46%+1.06% | +1.81%+1.55% | +5.45%+5.04% | +17.73%+13.68% | +41.46%+49.18% | +57.46%+50.20% |
| Flows | EQIN SHRY | +$5M-$26K | +$7M-$26K | +$7M+$2K | +$74M-$2M | +$187M-$6M | +$230M-$16M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EQIN SHRY | +10.85%+10.90% | +10.62%+11.40% | +12.44%+13.15% | +14.87%+15.90% |
| Max drawdown | EQIN SHRY | -5.47%-5.10% | -5.47%-7.16% | -13.84%-15.23% | -18.28%-23.88% |
| Max drawdown duration | EQIN SHRY | 72d53d | 72d99d | 375d208d | 286d717d |
Trading data
EQIN | SHRY | |
Last sale 4/27/2026 at 1:30 PM | $49.88 | $43.80 |
| Previous close 04/27/2026 | $49.80 | $43.89 |
| Consolidated volume 04/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of April 28, 2026
1-year trailing difference
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EQIN
is actively managed and doesn’t replicate an indexEQIN | SHRY | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/27/2026 at 1:30 PM
Live
Closed
EQIN | SHRY | |
|---|---|---|
| Last price | $49.88 | $43.80 |
| 1D performance | +0.18% | -0.21% |
| AuM | $271.32 M | $17.55 M |
| E/R | 0.35% | 0.6% |
Characteristics
EQIN | SHRY | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Columbia Threadneedle Investments | First Trust |
| Benchmark | - | Bloomberg Shareholder Yield Index |
| N° of holdings | 96 | 50 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 13, 2016 | June 20, 2017 |
| ESG | No | No |
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Exposure
Countries
EQIN
USA
95.59%
Other
4.41%
SHRY
USA
96.26%
Other
3.74%
Sectors
EQIN
Financials
26.45%
Energy
16.55%
Industrials
10.31%
Consumer Staples
9.01%
Consumer Discreti.
8.82%
Information Techn.
8.15%
Other
20.71%
SHRY
Financials
19%
Information Techn.
17.55%
Energy
16.67%
Communication Ser.
12.75%
Consumer Staples
11.06%
Health Care
8.23%
Other
14.74%
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Diversification
EQIN
Total weight of top 15 holdings out of 15
48.55%
SHRY
Total weight of top 15 holdings out of 15
52.33%
Top 15 holdings
Data as of March 31, 2026
EQIN
EXXON
5.30%
CHEVRON TEXACO
4.66%
JPMORGAN CHASE
4.51%
BK OF AMERICA CO
3.94%
PROCTERGAMBLE
3.77%
HOME DEPOT
3.68%
PHILLIP MORRIS
2.89%
THE GOLDMAN SACHS GROUP
2.84%
WELLS FARGO
2.76%
UNITEDHEALTH GRP
2.75%
INTL BUSINESS MACHINES CORP
2.55%
VERIZON COMMUNICATIONS
2.38%
AMERICAN EXPRESS
2.33%
CITIGROUP
2.27%
WALT DISNEY
1.92%
SHRY
CHARTER COMMUNICATIONS INC(NEW)
5.14%
CONOCOPHILLIPS
4.87%
COMCAST
4.65%
CHENIERE ENERGY
4.25%
SYNCHRONY FINANCIAL
4.06%
ALTRIA GROUP
3.82%
CHEVRON TEXACO
3.68%
METLIFE
3.29%
PAYPAL HOLDINGS
3.21%
CIGNA
2.80%
FISERV
2.76%
UNION PACIFIC U
2.64%
KIMBERLY CLARK
2.48%
AFLAC
2.43%
COLGATE-PALMOLIVE CO
2.25%
Frequently asked questions about EQIN and SHRY
How have the EQIN and SHRY ETFs performed in 2026?
As of April 24, 2026, EQIN is up 5.45% year-to-date (YTD), while SHRY has returned 5.04%. That puts EQIN better performer ahead so far this year.
Which ETF is attracting more investor money: EQIN or SHRY?
Year-to-date, the EQIN ETF saw +$7M in flows, compared to +$2K for SHRY.
Which ETF is more volatile: EQIN or SHRY?
Over the past year, EQIN had a volatility of 10.62%, while SHRY experienced 11.4%.
Which ETF is bigger: EQIN or SHRY?
As of April 24, 2026, EQIN holds $271.32 M in assets under management (AUM), while SHRY manages $17.55 M.
What sectors do the EQIN and SHRY ETFs invest in?
EQIN leans toward sectors like Financials, Energy and Industrials. Meanwhile, SHRY focuses on Financials, Information Technology and Energy.
What are the top holdings of the EQIN ETF and SHRY ETF?
EQIN top holdings include EXXON, CHEVRON TEXACO and JPMORGAN CHASE. SHRY holds in its top three: CHARTER COMMUNICATIONS INC(NEW), CONOCOPHILLIPS and COMCAST.
Which ETF is more diversified: EQIN or SHRY?
EQIN holds 97 securities with 48.55% of its assets in the top 15. SHRY has 50 securities and a top 15 weight of 52.33%.
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