Compare · 2 funds side by side · dividends reinvested

EQIN and CGDV

EQINColumbia Threadneedle×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,891EQIN · best of the two

02 / 04

EQIN and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Columbia U.S. Equity Income ETFIncome · Dividend stocks0.35%1.88%+17.4%+20.4%+18.4%+11.1%−5.9%10.5%$332M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: EQIN 2016 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Columbia U.S. Equity Income ETF · $332M$16,891

EQIN

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

EQINMeasureCGDV

+17.4%Year to dateJan 1 → Nov 3+13.0%

+20.4%1 yearTotal return+16.1%

+18.4%3 years · per year$10,000 became $16,590 · $19,988+26.0%

+11.1%5 years · per year$10,000 became $16,891 · […][…]

0.35%Expense ratio$35 · $33 a year on $10k · lower is better0.33%

1.88%Trailing 12-mo yield$188 · $123 a year on $10k1.23%

−5.9%Worst dropSmaller is better−9.7%

10.5%VolatilityLower is calmer12.6%

EQINCGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2EQIN wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EQIN vs CGDV: Top 5 Holdings

Today

EQIN

22.5%in top 5

CGDV

in top 524.1%

EQINStockCGDV

not top 5MSFT6.5%

not top 5NVDA6.2%

5.1%XOMnot top 5

5.1%ABBVnot top 5

4.4%CVXnot top 5

not top 5AVGO4.3%

4.1%JPMnot top 5

3.8%PGnot top 5

not top 5META3.8%

not top 5RTX3.3%

Held in common12.9%

End-of-day Nov 3, 2026 · share of each fund

EQIN vs CGDV Returns, Every Period

Columbia ThreadneedleEQIN

+20.4%

past year

CGDVCapital Group

+16.1%

past year

EQINCGDVFaded: behind in that period

2–1EQIN wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EQIN vs CGDV

YTD

Columbia ThreadneedleEQIN

+17.4%

CGDVCapital Group

+13.0%

+17.4%Year to date+13.0%

−5.9%Worst drop · 1Y−9.7%

10.5%Volatility · 1Y12.6%

1.9%Yield1.2%

$332MAssets$38.8B

4–0EQIN wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EQIN, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

EQIN0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EQIN, CGDV

1.88%highest, EQIN

FundTrailing yieldYield$10k

EQIN1.88%$188

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$153most kept, EQIN

EQIN$188 − $35 = $153

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EQIN, CGDV

Today

12.9%most shared, EQIN and CGDV

EQINCGDV

EQIN—12.9%

CGDV12.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.4%EQIN, at 10.5% volatility

EQINWorst drop−5.9%10.5% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

EQINCGDV

+17.4%Year to date+13.0%

1.9%Yield1.2%

+20.4%Past year+16.1%

0.35%Fee0.33%

3–1EQIN wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026