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SHRYvsEQINETF Comparison
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 Information Technology, Financials 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 4.76% year-to-date (YTD) with +$28K in YTD flows. EQIN performs better with 4.93% YTD performance, and +$2M 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.
SHRY vs EQIN performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SHRY EQIN | -1.35%-2.93% | +4.32%+6.71% | +4.76%+4.93% | +9.49%+11.42% | +55.12%+44.38% | +61.09%+68.18% |
| Flows | SHRY EQIN | --$3M | +$28K+$5M | +$28K+$2M | -$2M+$93M | -$6M+$187M | -$14M+$222M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHRY EQIN | +10.88%+11.94% | +15.79%+14.43% | +13.28%+12.57% | +15.94%+14.93% |
| Max drawdown | SHRY EQIN | -3.28%-3.22% | -11.75%-10.53% | -15.23%-13.84% | -23.88%-18.28% |
| Max drawdown duration | SHRY EQIN | 8d26d | 37d111d | 208d375d | 717d286d |
SHRY | EQIN | |
Last sale 3/11/2026 at 1:30 PM | $43.79 | $49.35 |
| Previous close 03/10/2026 | $43.85 | $49.43 |
| 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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SHRY | EQIN | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
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SHRY | EQIN | |
|---|---|---|
| Last price | $43.79 | $49.35 |
| 1D performance | -0.13% | -0.16% |
| AuM | $17.55 M | $266.33 M |
| E/R | 0.6% | 0.35% |
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 |
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 SHRY and EQIN ETFs performed in 2026?
As of March 10, 2026, SHRY is up 4.76% year-to-date (YTD), while EQIN has returned 4.93%. 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 +$28K in flows, compared to +$2M for EQIN.
Which ETF is more volatile: SHRY or EQIN?
Over the past year, SHRY had a volatility of 15.79%, while EQIN experienced 14.43%.
Which ETF is bigger: SHRY or EQIN?
As of March 10, 2026, SHRY holds $17.55 M in assets under management (AUM), while EQIN manages $266.33 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 COMCAST, CHARTER COMMUNICATIONS INC(NEW) and SYNCHRONY FINANCIAL. EQIN holds in its top three: EXXON, JPMORGAN CHASE and BK OF AMERICA CO.
Which ETF is more diversified: SHRY or EQIN?
SHRY holds 50 securities with 51.26% of its assets in the top 15. EQIN has 98 securities and a top 15 weight of 48.76%.
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