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EQINvsSHRYETF Comparison
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 Information Technology, Financials and Energy. EQIN is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.6% for SHRY. EQIN is up 4.93% year-to-date (YTD) with +$2M in YTD flows. SHRY performs worse with 4.76% YTD performance, and +$28K 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.
EQIN vs SHRY performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EQIN SHRY | -2.93%-1.35% | +6.71%+4.32% | +4.93%+4.76% | +11.42%+9.49% | +44.38%+55.12% | +68.18%+61.09% |
| Flows | EQIN SHRY | -$3M- | +$5M+$28K | +$2M+$28K | +$93M-$2M | +$187M-$6M | +$222M-$14M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EQIN SHRY | +11.94%+10.88% | +14.43%+15.79% | +12.57%+13.28% | +14.93%+15.94% |
| Max drawdown | EQIN SHRY | -3.22%-3.28% | -10.53%-11.75% | -13.84%-15.23% | -18.28%-23.88% |
| Max drawdown duration | EQIN SHRY | 26d8d | 111d37d | 375d208d | 286d717d |
EQIN | SHRY | |
Last sale 3/11/2026 at 1:30 PM | $49.35 | $43.79 |
| Previous close 03/10/2026 | $49.43 | $43.85 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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EQIN | SHRY | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
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EQIN | SHRY | |
|---|---|---|
| Last price | $49.35 | $43.79 |
| 1D performance | -0.16% | -0.13% |
| AuM | $266.33 M | $17.55 M |
| E/R | 0.35% | 0.6% |
EQIN | SHRY | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Columbia Threadneedle Investments | First Trust |
| Benchmark | - | Bloomberg Shareholder Yield Index |
| N° of holdings | 98 | 50 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 13, 2016 | June 20, 2017 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the EQIN and SHRY ETFs performed in 2026?
As of March 9, 2026, EQIN is up 4.93% year-to-date (YTD), while SHRY has returned 4.76%. 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 +$2M in flows, compared to +$28K for SHRY.
Which ETF is more volatile: EQIN or SHRY?
Over the past year, EQIN had a volatility of 14.43%, while SHRY experienced 15.79%.
Which ETF is bigger: EQIN or SHRY?
As of March 9, 2026, EQIN holds $266.33 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, JPMORGAN CHASE and BK OF AMERICA CO. SHRY holds in its top three: COMCAST, CHARTER COMMUNICATIONS INC(NEW) and SYNCHRONY FINANCIAL.
Which ETF is more diversified: EQIN or SHRY?
EQIN holds 98 securities with 48.76% of its assets in the top 15. SHRY has 50 securities and a top 15 weight of 51.26%.
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