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 Financials, Information Technology and Energy. In contrast, EQIN's top sector exposures are Financials, Energy and Industrials. SHRY is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.35% for EQIN. SHRY is up 5.05% year-to-date (YTD) with +$2K in YTD flows. EQIN performs better with 5.44% YTD performance, and +$7M 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 04/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SHRY EQIN | +1.07%+1.45% | +1.56%+1.81% | +5.05%+5.44% | +13.69%+17.72% | +49.20%+41.45% | +50.22%+57.45% |
| Flows | SHRY EQIN | -$26K+$5M | -$26K+$7M | +$2K+$7M | -$2M+$74M | -$6M+$187M | -$16M+$230M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHRY EQIN | +10.90%+10.85% | +11.40%+10.62% | +13.15%+12.44% | +15.90%+14.87% |
| Max drawdown | SHRY EQIN | -5.10%-5.47% | -7.16%-5.47% | -15.23%-13.84% | -23.88%-18.28% |
| Max drawdown duration | SHRY EQIN | 53d72d | 99d72d | 208d375d | 717d286d |
Trading data
SHRY | EQIN | |
Last sale 4/27/2026 at 1:30 PM | $43.80 | $49.88 |
| Previous close 04/24/2026 | $43.89 | $49.80 |
| Consolidated volume 04/24/2026 | ||
| 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 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 4/27/2026 at 1:30 PM
Live
Closed
SHRY | EQIN | |
|---|---|---|
| Last price | $43.80 | $49.88 |
| 1D performance | -0.21% | +0.18% |
| AuM | $17.56 M | $271.30 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 | 96 |
| 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
96.26%
Other
3.74%
EQIN
USA
95.59%
Other
4.41%
Sectors
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%
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%
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Diversification
SHRY
Total weight of top 15 holdings out of 15
52.33%
EQIN
Total weight of top 15 holdings out of 15
48.55%
Top 15 holdings
Data as of March 31, 2026
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%
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%
Frequently asked questions about SHRY and EQIN
How have the SHRY and EQIN ETFs performed in 2026?
As of April 24, 2026, SHRY is up 5.05% year-to-date (YTD), while EQIN has returned 5.44%. 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 +$2K in flows, compared to +$7M for EQIN.
Which ETF is more volatile: SHRY or EQIN?
Over the past year, SHRY had a volatility of 11.4%, while EQIN experienced 10.62%.
Which ETF is bigger: SHRY or EQIN?
As of April 24, 2026, SHRY holds $17.56 M in assets under management (AUM), while EQIN manages $271.30 M.
What sectors do the SHRY and EQIN ETFs invest in?
SHRY leans toward sectors like Financials, Information Technology and Energy. Meanwhile, EQIN focuses on Financials, Energy and Industrials.
What are the top holdings of the SHRY ETF and EQIN ETF?
SHRY top holdings include CHARTER COMMUNICATIONS INC(NEW), CONOCOPHILLIPS and COMCAST. EQIN holds in its top three: EXXON, CHEVRON TEXACO and JPMORGAN CHASE.
Which ETF is more diversified: SHRY or EQIN?
SHRY holds 50 securities with 52.33% of its assets in the top 15. EQIN has 97 securities and a top 15 weight of 48.55%.
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