Compare · 2 funds side by side · dividends reinvested

EQIN and SCHD

EQINColumbia Threadneedle×SCHDSchwab×

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 SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.4

Columbia U.S. Equity Income ETFIncome · Dividend stocks0.35%1.88%+17.4%+20.4%+18.4%+11.1%−5.9%10.5%$332M1.6

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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

EQIN

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 26.6% in common

EQINMeasureSCHD

+17.4%Year to dateJan 1 → Nov 3+32.8%

+20.4%1 yearTotal return+37.6%

+18.4%3 years · per year$10,000 became $16,590 · $17,784+21.2%

+11.1%5 years · per year$10,000 became $16,891 · $16,352+10.3%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

1.88%Trailing 12-mo yield$188 · $297 a year on $10k2.97%

−5.9%Worst dropSmaller is better−6.9%

10.5%VolatilityLower is calmer11.4%

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

3–5SCHD 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 SCHD: Top 5 Holdings

Today

EQIN

22.5%in top 5

SCHD

in top 521.4%

EQINStockSCHD

5.1%XOMnot top 5

5.1%ABBVnot top 5

not top 5TXN4.6%

4.4%CVX4.2%

3.8%PG4.3%

not top 5KO4.2%

not top 5HD4.2%

4.1%JPMnot top 5

Held in common26.6%

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

EQIN vs SCHD Returns, Every Period

Columbia ThreadneedleEQIN

+11.1%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

EQINSCHDFaded: behind in that period

1–3SCHD wins

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

EQIN vs SCHD

YTD

Columbia ThreadneedleEQIN

+17.4%

SCHDSchwab

+32.8%

+17.4%Year to date+32.8%

−5.9%Worst drop · 1Y−6.9%

10.5%Volatility · 1Y11.4%

1.9%Yield3.0%

$332MAssets$121B

2–2level

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

Cost, Income and Risk

Fees: EQIN, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

EQIN0.35%$35

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

Yields: EQIN, SCHD

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

EQIN1.88%$188

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

EQIN$188 − $35 = $153

KeptFee

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

Overlap: EQIN, SCHD

Today

26.6%most shared, EQIN and SCHD

EQINSCHD

EQIN—26.6%

SCHD26.6%—

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

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

EQINWorst drop−5.9%10.5% vol

SCHDWorst drop−6.9%11.4% vol

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

Paid More vs Made More

YTD

SCHDEQIN

+32.8%Year to date+17.4%

3.0%Yield1.9%

+37.6%Past year+20.4%

0.06%Fee0.35%

4–0SCHD 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