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 Finance, Consumer Non-Cyclicals and Industrials. In contrast, SHRY's top sector exposures are Finance, Technology and Consumer Non-Cyclicals. EQIN is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.6% for SHRY. EQIN is up 12.86% year-to-date (YTD) with +$23M in YTD flows. SHRY performs worse with 8.39% YTD performance, and -$2M 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 07/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EQIN SHRY | +2.86%+6.94% | +7.03%+3.18% | +12.86%+8.39% | +19.12%+7.30% | +43.63%+42.55% | +66.72%+49.66% |
| Flows | EQIN SHRY | +$8M- | +$15M-$2M | +$23M-$2M | +$32M-$2M | +$204M-$7M | +$246M-$19M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EQIN SHRY | +9.48%+12.32% | +10.42%+11.45% | +12.17%+13.02% | +14.63%+15.88% |
| Max drawdown | EQIN SHRY | -2.09%-5.13% | -5.47%-7.16% | -13.84%-15.23% | -18.28%-23.88% |
| Max drawdown duration | EQIN SHRY | 21d76d | 110d99d | 375d208d | 286d717d |
Trading data
EQIN | SHRY | |
Last sale 7/28/2026 at 1:30 PM | $53.74 | $46.94 |
| Previous close 07/27/2026 | $53.18 | $45.68 |
| Consolidated volume 07/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of July 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 7/28/2026 at 1:30 PM
Live
Closed
EQIN | SHRY | |
|---|---|---|
| Last price | $53.74 | $46.94 |
| 1D performance | +1.06% | +2.77% |
| AuM | $304.88 M | $15.77 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 | 98 | 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
95.1%
Other
4.9%
SHRY
USA
96.55%
Other
3.45%
Sectors
EQIN
Finance
28.22%
Consumer Non-Cycl.
9.56%
Industrials
9.47%
Technology
9.03%
Energy
8.63%
Healthcare
7.25%
Other
27.84%
SHRY
Finance
27.83%
Technology
12.17%
Consumer Non-Cycl.
10%
Energy
9.95%
Healthcare
8.62%
Industrials
8.56%
Other
22.87%
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Diversification
EQIN
Total weight of top 15 holdings out of 15
49.25%
SHRY
Total weight of top 15 holdings out of 15
53.51%
Top 15 holdings
Data as of June 30, 2026
EQIN
JPMorgan Chase & Co.
4.76%
Bank of America Corp.
4.40%
UnitedHealth Group, Inc.
4.11%
The Home Depot, Inc.
3.83%
US30233Q1085
3.75%
Procter & Gamble Co.
3.72%
Chevron Corp.
3.58%
The Goldman Sachs Group, Inc.
3.24%
Philip Morris International, Inc.
3.07%
International Business Machines Corp.
2.88%
Wells Fargo & Co.
2.75%
Citigroup, Inc.
2.61%
American Express Co.
2.51%
QUALCOMM, Inc.
2.12%
Verizon Communications, Inc.
1.93%
SHRY
MetLife, Inc.
5.41%
Fox Corp.
4.61%
PayPal Holdings, Inc.
4.49%
D.R. Horton, Inc.
4.24%
Comcast Corp.
4.03%
QUALCOMM, Inc.
4.00%
Fiserv, Inc.
3.89%
Ameriprise Financial, Inc.
3.74%
Adobe, Inc.
2.95%
Altria Group, Inc.
2.88%
Aflac, Inc.
2.78%
Charter Communications, Inc.
2.76%
Booking Holdings, Inc.
2.62%
Automatic Data Processing, Inc.
2.57%
The Kroger Co.
2.54%
Frequently asked questions about EQIN and SHRY
How have the EQIN and SHRY ETFs performed in 2026?
As of July 24, 2026, EQIN is up 12.86% year-to-date (YTD), while SHRY has returned 8.39%. 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 +$23M in flows, compared to -$2M for SHRY.
Which ETF is more volatile: EQIN or SHRY?
Over the past year, EQIN had a volatility of 10.42%, while SHRY experienced 11.45%.
Which ETF is bigger: EQIN or SHRY?
As of July 24, 2026, EQIN holds $304.88 M in assets under management (AUM), while SHRY manages $15.77 M.
What sectors do the EQIN and SHRY ETFs invest in?
EQIN leans toward sectors like Finance, Consumer Non-Cyclicals and Industrials. Meanwhile, SHRY focuses on Finance, Technology and Consumer Non-Cyclicals.
What are the top holdings of the EQIN ETF and SHRY ETF?
EQIN top holdings include JPMorgan Chase & Co., Bank of America Corp. and UnitedHealth Group, Inc.. SHRY holds in its top three: MetLife, Inc., Fox Corp. and PayPal Holdings, Inc..
Which ETF is more diversified: EQIN or SHRY?
EQIN holds 102 securities with 49.25% of its assets in the top 15. SHRY has 50 securities and a top 15 weight of 53.51%.
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