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PWVvsEQINETF Comparison

ETF 1
PWV

Invesco Dynamic Large Cap Value ETF

This fund is part of
US Large Cap Value
+0.42%
VS
ETF 2
EQIN

Columbia U.S. Equity Income ETF

This fund is part of
US High Dividend
+0.09%

Invesco Dynamic Large Cap Value ETF (PWV) belongs to the US Large Cap Value segment. Columbia U.S. Equity Income ETF (EQIN) is part of the US High Dividend segment. PWV's top 3 sector exposures are Financials, Energy and Health Care. In contrast, EQIN's top sector exposures are Financials, Energy and Industrials. PWV is more expensive with a Total Expense Ratio (TER) of 0.55%, versus 0.35% for EQIN. PWV is up 13.38% year-to-date (YTD) with +$89M in YTD flows. EQIN performs worse with 8.84% YTD performance, and +$15M in YTD flows. Run a side-by-side ETF comparison of PWV and EQIN 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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PWV vs EQIN performance and flow charts

Performance

0.01.02.03.04.0%May 18May 25Jun 1Jun 8Jun 15

Cumulative Flows

0 M100 M200 M300 MMay 18May 25Jun 1Jun 8Jun 15

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Historic performance and flows
Data as of 06/18/2026
1M3MYTD1Y3Y5Y
Perf.
PWV
EQIN
+1.97%+2.43%
+9.77%+5.67%
+13.38%+8.84%
+26.61%+18.34%
+74.37%+46.56%
+93.64%+64.09%
Flows
PWV
EQIN
+$13M-$21K
+$74M+$12M
+$89M+$15M
+$189M+$36M
+$264M+$196M
+$285M+$238M
Volatility and drawdown
3M1Y3Y5Y
Volatility
PWV
EQIN
+9.95%+9.89%
+9.47%+10.46%
+12.92%+12.22%
+14.31%+14.74%
Max drawdown
PWV
EQIN
-2.31%-2.09%
-4.10%-5.47%
-14.40%-13.84%
-16.49%-18.28%
Max drawdown duration
PWV
EQIN
4d21d
36d110d
192d375d
688d286d
Trading data

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PWV
EQIN
Last sale
6/18/2026 at 1:30 PM
$75.04
$51.44
Previous close
06/18/2026
$75.77
$51.73
Consolidated volume
06/18/2026
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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PWV
EQIN
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 6/18/2026 at 1:30 PM
Live
Closed
PWV
EQIN
Last price
$75.04
$51.44
1D performance
-0.96%
-0.55%
AuM$1.53 B$287.77 M
E/R0.55%0.35%
Characteristics
PWV
EQIN
Management strategyPassiveActive
ProviderInvescoColumbia Threadneedle Investments
BenchmarkDynamic Large Cap Value Intellidex Index-
N° of holdings5096
Asset classEquities-
Trailing 12m distribution yield
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Inception dateMarch 3, 2005June 13, 2016
ESGNoNo
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Exposure

Countries

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

Sectors

PWV
Financials
36.94%
Energy
14.19%
Health Care
13.98%
Communication Ser.
7.5%
Other
27.38%
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%
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Diversification

PWV

Total weight of top 15 holdings out of 15

50.62%
EQIN

Total weight of top 15 holdings out of 15

48.88%

Top 15 holdings

Data as of April 30, 2026
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%
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%
Frequently asked questions about PWV and EQIN

How have the PWV and EQIN ETFs performed in 2026?

As of June 18, 2026, PWV is up 13.38% year-to-date (YTD), while EQIN has returned 8.84%. That puts PWV better performer ahead so far this year.

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

Year-to-date, the PWV ETF saw +$89M in flows, compared to +$15M for EQIN.

Which ETF is more volatile: PWV or EQIN?

Over the past year, PWV had a volatility of 9.47%, while EQIN experienced 10.46%.

Which ETF is bigger: PWV or EQIN?

As of June 18, 2026, PWV holds $1.53 B in assets under management (AUM), while EQIN manages $287.77 M.

What sectors do the PWV and EQIN ETFs invest in?

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

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

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

Which ETF is more diversified: PWV or EQIN?

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

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