SHRYvsEQINETF Comparison
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First Trust Bloomberg Shareholder Yield ETF (SHRY) and Columbia U.S. Equity Income ETF (EQIN) belong to the same industry segment: US High Dividend. SHRY's top 3 sector exposures are Finance, Technology and Consumer Non-Cyclicals. In contrast, EQIN's top sector exposures are Finance, Consumer Non-Cyclicals and Industrials. SHRY is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.35% for EQIN. SHRY is up 10.15% year-to-date (YTD) with -$2M in YTD flows. EQIN performs better with 12.58% YTD performance, and +$23M in YTD flows. Run a side-by-side ETF comparison of SHRY 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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SHRY vs EQIN performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SHRY EQIN | +7.16%+3.14% | +3.21%+4.82% | +10.15%+12.58% | +11.24%+19.71% | +43.74%+41.67% | +51.30%+66.20% |
| Flows | SHRY EQIN | -+$8M | -$2M+$15M | -$2M+$23M | -$2M+$32M | -$7M+$204M | -$19M+$246M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHRY EQIN | +14.12%+9.70% | +11.99%+10.51% | +13.20%+12.21% | +15.97%+14.63% |
| Max drawdown | SHRY EQIN | -5.13%-2.09% | -7.16%-5.47% | -15.23%-13.84% | -23.88%-18.28% |
| Max drawdown duration | SHRY EQIN | 76d21d | 99d110d | 208d375d | 717d286d |
Trading data
SHRY | EQIN | |
Last sale 7/30/2026 at 1:30 PM | $45.82 | $52.86 |
| Previous close 07/30/2026 | $46.89 | $53.11 |
| Consolidated volume 07/30/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of July 31, 2026
1-year trailing difference
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EQIN
is actively managed and doesn’t replicate an indexSHRY | 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 7/30/2026 at 1:30 PM
Live
Closed
SHRY | EQIN | |
|---|---|---|
| Last price | $45.82 | $52.86 |
| 1D performance | -2.27% | -0.48% |
| AuM | $16.03 M | $304.10 M |
| E/R | 0.6% | 0.35% |
Characteristics
SHRY | EQIN | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | First Trust | Columbia Threadneedle Investments |
| Benchmark | Bloomberg Shareholder Yield Index | - |
| N° of holdings | 50 | 98 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 20, 2017 | June 13, 2016 |
| ESG | No | No |
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Exposure
Countries
SHRY
USA
96.55%
Other
3.45%
EQIN
USA
95.1%
Other
4.9%
Sectors
SHRY
Finance
27.83%
Technology
12.17%
Consumer Non-Cycl.
10%
Energy
9.95%
Healthcare
8.62%
Industrials
8.56%
Other
22.87%
EQIN
Finance
28.22%
Consumer Non-Cycl.
9.56%
Industrials
9.47%
Technology
9.03%
Energy
8.63%
Healthcare
7.25%
Other
27.84%
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Diversification
SHRY
Total weight of top 15 holdings out of 15
53.51%
EQIN
Total weight of top 15 holdings out of 15
49.25%
Top 15 holdings
Data as of June 30, 2026
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%
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%
Frequently asked questions about SHRY and EQIN
How have the SHRY and EQIN ETFs performed in 2026?
As of July 30, 2026, SHRY is up 10.15% year-to-date (YTD), while EQIN has returned 12.58%. That puts EQIN better performer ahead so far this year.
Which ETF is attracting more investor money: SHRY or EQIN?
Year-to-date, the SHRY ETF saw -$2M in flows, compared to +$23M for EQIN.
Which ETF is more volatile: SHRY or EQIN?
Over the past year, SHRY had a volatility of 11.99%, while EQIN experienced 10.51%.
Which ETF is bigger: SHRY or EQIN?
As of July 30, 2026, SHRY holds $16.03 M in assets under management (AUM), while EQIN manages $304.10 M.
What sectors do the SHRY and EQIN ETFs invest in?
SHRY leans toward sectors like Finance, Technology and Consumer Non-Cyclicals. Meanwhile, EQIN focuses on Finance, Consumer Non-Cyclicals and Industrials.
What are the top holdings of the SHRY ETF and EQIN ETF?
SHRY top holdings include MetLife, Inc., Fox Corp. and PayPal Holdings, Inc.. EQIN holds in its top three: JPMorgan Chase & Co., Bank of America Corp. and UnitedHealth Group, Inc..
Which ETF is more diversified: SHRY or EQIN?
SHRY holds 50 securities with 53.51% of its assets in the top 15. EQIN has 102 securities and a top 15 weight of 49.25%.
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