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EQIN
+2.63 · +5.65%
$49.08 · NYSE ARCA

Russell Equity Income ETF (EQIN) ETF Analysis | Large Value

Columbia Threadneedle · USA
AUM:$273.1M
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 11.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is EQIN?

Under normal market conditions, the fund invests at least 80% of its assets (including the amount of any borrowings for investment purposes) in income-producing (dividend-paying) equity securities of U. The fund typically invests in common stocks.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
EQIN returned 11.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 36.9% of the ETF — a moderate level of name concentration.
ETF Information
AUM$273.1M
Expense Ratio0.35%
Dividend Yield1.96%
Holdings49
Inception DateJun 2016
Domicile–
Distribution–
Index–
ProviderColumbia Threadneedle
Beta0.72
CategoryLarge Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.2%
1Y
+19.9%
3Y
+51.0%
5Y
+68.7%
OpenBook InsightIf you had invested £10,000 in EQIN 5 years ago, it would have grown to £16,868 — a gain of £6,868.

Annual Returns

Calendar year performance

EQIN delivered positive returns in 5 of the last 5 calendar years.
YearEQIN
2026 YTD+13.9%
2025+9.5%
2024+13.5%
2023+11.9%
2022+0.2%
CAGR 4yr+8.7%
5/5 positive yearsAvg return: +9.8%Worst year: +0.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
9.1%
Low
Momentum
+3.8%
30-day change
Support Level
53.25
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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