Compare · 2 funds side by side · dividends reinvested

EQIN and VYM

EQINColumbia Threadneedle×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,305VYM · best of the two

02 / 04

EQIN and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.8%+19.0%+21.5%+11.6%−6.7%10.0%$78.9B1.4

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 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

EQIN

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,305

$10,000 five years ago, dividends reinvested · they hold 37.0% in common

EQINMeasureVYM

+17.4%Year to dateJan 1 → Nov 3+15.8%

+20.4%1 yearTotal return+19.0%

+18.4%3 years · per year$10,000 became $16,590 · $17,952+21.5%

+11.1%5 years · per year$10,000 became $16,891 · $17,305+11.6%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

1.88%Trailing 12-mo yield$188 · $225 a year on $10k2.25%

−5.9%Worst dropSmaller is better−6.7%

10.5%VolatilityLower is calmer10.0%

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

3–5VYM 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 VYM: Top 5 Holdings

Today

EQIN

22.5%in top 5

VYM

in top 518.2%

EQINStockVYM

not top 5AVGO6.9%

5.1%XOM2.8%

5.1%ABBV2.0%

4.4%CVXnot top 5

4.1%JPM3.8%

3.8%PGnot top 5

not top 5JNJ2.7%

Held in common37.0%

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

EQIN vs VYM Returns, Every Period

Columbia ThreadneedleEQIN

+11.1%

5 years, per year

VYMVanguard

+11.6%

5 years, per year

EQINVYMFaded: behind in that period

2–2Level

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

EQIN vs VYM

YTD

Columbia ThreadneedleEQIN

+17.4%

VYMVanguard

+15.8%

+17.4%Year to date+15.8%

−5.9%Worst drop · 1Y−6.7%

10.5%Volatility · 1Y10.0%

1.9%Yield2.3%

$332MAssets$78.9B

2–2level

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

Cost, Income and Risk

Fees: EQIN, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

EQIN0.35%$35

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

Yields: EQIN, VYM

2.25%highest, VYM

FundTrailing yieldYield$10k

VYM2.25%$225

EQIN1.88%$188

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

Income After Fees on $10,000

$221most kept, VYM

VYM$225 − $4 = $221

EQIN$188 − $35 = $153

KeptFee

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

Overlap: EQIN, VYM

Today

37.0%most shared, EQIN and VYM

EQINVYM

EQIN—37.0%

VYM37.0%—

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

VYMWorst drop−6.7%10.0% vol

EQINWorst drop−5.9%10.5% vol

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

Paid More vs Made More

YTD

VYMEQIN

+15.8%Year to date+17.4%

2.3%Yield1.9%

+19.0%Past year+20.4%

0.04%Fee0.35%

2–2level

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