EQIN vs. OUSA ETF Comparison
Comparison of Columbia U.S. Equity Income ETF (EQIN) to O'Shares FTSE U.S. Quality Dividend ETF (OUSA)
EQIN
Columbia U.S. Equity Income ETF
EQIN Description
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.S. companies. The fund typically invests in common stocks.
Grade (RS Rating)
Last Trade
$47.14
Average Daily Volume
16,701
Number of Holdings
*
98
* may have additional holdings in another (foreign) market
OUSA
O'Shares FTSE U.S. Quality Dividend ETF
OUSA Description
The investment seeks to track the performance (before fees and expenses) of its target index, the FTSE US Qual / Vol / Yield Factor 5% Capped Index (the "target index"). The U.S. target index is designed to measure the performance of publicly-listed large-capitalization and mid-capitalization dividend-paying issuers in the United States that meet certain market capitalization, liquidity, high quality, low volatility and dividend yield thresholds, as determined by FTSE-Russell (the "index provider"). Under normal market conditions, the fund will invest at least 80% of its total assets in the components of the U.S. target index.Grade (RS Rating)
Last Trade
$54.34
Average Daily Volume
35,911
Number of Holdings
*
98
* may have additional holdings in another (foreign) market
Performance
| Period | EQIN | OUSA |
|---|---|---|
| 30 Days | -1.15% | -0.13% |
| 60 Days | 1.93% | 2.42% |
| 90 Days | 4.08% | 5.68% |
| 12 Months | 23.67% | 26.10% |
29 Overlapping Holdings
| Symbol | Grade | Weight in EQIN | Weight in OUSA | Overlap | |
|---|---|---|---|---|---|
| ADI | D | 1.62% | 0.16% | 0.16% | |
| ADP | A | 1.8% | 0.77% | 0.77% | |
| AMGN | F | 2.53% | 0.33% | 0.33% | |
| AVGO | C | 4.74% | 0.45% | 0.45% | |
| CAT | B | 2.76% | 0.64% | 0.64% | |
| CMCSA | B | 2.44% | 3.82% | 2.44% | |
| CMI | A | 0.7% | 0.15% | 0.15% | |
| CTSH | A | 0.58% | 0.41% | 0.41% | |
| DE | D | 1.46% | 0.21% | 0.21% | |
| EXPD | C | 0.24% | 0.16% | 0.16% | |
| GD | C | 1.22% | 0.33% | 0.33% | |
| GIS | F | 0.53% | 0.11% | 0.11% | |
| HD | B | 4.8% | 5.17% | 4.8% | |
| IBM | D | 2.85% | 0.57% | 0.57% | |
| IEX | B | 0.25% | 0.16% | 0.16% | |
| KO | F | 3.95% | 0.78% | 0.78% | |
| KR | A | 0.62% | 0.08% | 0.08% | |
| LMT | D | 1.95% | 1.09% | 1.09% | |
| MDLZ | F | 1.28% | 0.23% | 0.23% | |
| MMC | D | 1.6% | 2.18% | 1.6% | |
| NOC | D | 1.12% | 0.14% | 0.14% | |
| PEP | D | 3.27% | 0.81% | 0.81% | |
| QCOM | F | 2.75% | 0.66% | 0.66% | |
| SNA | A | 0.27% | 0.27% | 0.27% | |
| T | A | 2.31% | 0.74% | 0.74% | |
| TGT | C | 1.0% | 0.1% | 0.1% | |
| TSCO | D | 0.45% | 0.32% | 0.32% | |
| UNH | B | 4.56% | 1.88% | 1.88% | |
| VZ | D | 2.47% | 0.71% | 0.71% |
EQIN Overweight 69 Positions Relative to OUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | B | 4.38% | |
| CVX | A | 4.16% | |
| COP | C | 1.88% | |
| SCHW | B | 1.79% | |
| ICE | C | 1.29% | |
| CI | D | 1.27% | |
| CME | B | 1.17% | |
| EMR | A | 1.05% | |
| WMB | B | 0.99% | |
| SLB | C | 0.89% | |
| NXPI | F | 0.86% | |
| SRE | B | 0.84% | |
| JCI | A | 0.82% | |
| BK | B | 0.82% | |
| AFL | C | 0.79% | |
| PSX | C | 0.76% | |
| AEP | D | 0.74% | |
| MPC | D | 0.74% | |
| AIG | B | 0.7% | |
| OXY | F | 0.67% | |
| PEG | C | 0.62% | |
| LEN | D | 0.59% | |
| XEL | A | 0.54% | |
| STZ | D | 0.52% | |
| HIG | C | 0.5% | |
| KDP | C | 0.5% | |
| ED | D | 0.49% | |
| ETR | B | 0.46% | |
| WTW | A | 0.46% | |
| EIX | C | 0.46% | |
| WEC | B | 0.45% | |
| RJF | A | 0.43% | |
| PPG | F | 0.42% | |
| CAH | B | 0.42% | |
| STT | B | 0.41% | |
| HPE | B | 0.41% | |
| CDW | F | 0.39% | |
| BR | A | 0.38% | |
| HAL | C | 0.37% | |
| HUBB | C | 0.36% | |
| AEE | B | 0.35% | |
| DTE | D | 0.35% | |
| K | A | 0.34% | |
| ES | D | 0.32% | |
| ATO | B | 0.32% | |
| PFG | C | 0.29% | |
| IP | B | 0.28% | |
| DGX | B | 0.26% | |
| BBY | C | 0.26% | |
| OC | A | 0.24% | |
| WSM | F | 0.23% | |
| NI | A | 0.23% | |
| AVY | F | 0.23% | |
| SWKS | F | 0.21% | |
| NDSN | B | 0.21% | |
| LNT | C | 0.21% | |
| EVRG | A | 0.2% | |
| ALLE | D | 0.18% | |
| CHRW | A | 0.18% | |
| CCK | D | 0.16% | |
| DKS | D | 0.16% | |
| OVV | C | 0.16% | |
| TAP | B | 0.15% | |
| FBIN | F | 0.14% | |
| FOXA | A | 0.14% | |
| CNH | D | 0.13% | |
| MOS | D | 0.13% | |
| AOS | F | 0.13% | |
| HII | F | 0.11% |
EQIN Underweight 69 Positions Relative to OUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| V | A | -5.2% | |
| AAPL | C | -4.95% | |
| MSFT | C | -4.83% | |
| JNJ | D | -4.28% | |
| GOOGL | C | -4.1% | |
| MRK | F | -4.09% | |
| MA | B | -3.87% | |
| MCD | C | -3.34% | |
| CSCO | A | -3.07% | |
| ACN | B | -2.79% | |
| TXN | B | -2.52% | |
| PG | C | -2.5% | |
| ABT | C | -1.46% | |
| LOW | B | -1.45% | |
| TJX | A | -1.34% | |
| ITW | B | -1.33% | |
| CTAS | B | -1.12% | |
| ABBV | F | -1.04% | |
| TMUS | A | -1.03% | |
| LLY | F | -0.96% | |
| FAST | B | -0.86% | |
| COST | B | -0.82% | |
| UNP | D | -0.76% | |
| TROW | A | -0.71% | |
| ORCL | A | -0.68% | |
| CB | C | -0.67% | |
| SBUX | B | -0.67% | |
| HON | B | -0.67% | |
| UPS | C | -0.66% | |
| MO | A | -0.63% | |
| MCO | C | -0.61% | |
| PM | B | -0.58% | |
| YUM | B | -0.58% | |
| PAYX | B | -0.54% | |
| EA | A | -0.54% | |
| GRMN | A | -0.52% | |
| MSCI | B | -0.51% | |
| OTIS | D | -0.5% | |
| ZTS | D | -0.47% | |
| WMT | A | -0.46% | |
| JPM | A | -0.45% | |
| APH | B | -0.44% | |
| SPGI | C | -0.42% | |
| PCAR | B | -0.41% | |
| AON | B | -0.39% | |
| NKE | F | -0.38% | |
| WM | A | -0.38% | |
| MSI | B | -0.35% | |
| EBAY | C | -0.33% | |
| ETN | B | -0.32% | |
| CL | F | -0.32% | |
| CBOE | D | -0.31% | |
| MDT | D | -0.29% | |
| GWW | B | -0.29% | |
| CSX | B | -0.29% | |
| SYK | A | -0.29% | |
| TT | B | -0.24% | |
| HSY | F | -0.22% | |
| GILD | B | -0.21% | |
| ELV | F | -0.2% | |
| KMB | D | -0.2% | |
| A | F | -0.17% | |
| INTU | A | -0.16% | |
| VRSK | A | -0.15% | |
| GGG | B | -0.15% | |
| TMO | F | -0.14% | |
| AME | A | -0.14% | |
| KVUE | A | -0.08% | |
| CHD | A | -0.06% |
EQIN: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Diversified Industrials
Semiconductors
Aerospace & Defense
Specialty Retail
Beverages - Soft Drinks
Farm & Construction Equipment
Information Technology Services
Oil & Gas E&P
Utilities - Diversified
Asset Management
Business Services
Capital Markets
Financial Data & Stock Exchanges
Health Care Plans
Insurance - Diversified
Insurance - Life
Insurance Brokers
Integrated Shipping & Logistics
Oil & Gas Equipment & Services
OUSA: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Household & Personal Products
Business Services
Semiconductors
Aerospace & Defense
Capital Markets
Discount Stores
Information Technology Services
Medical Devices
Restaurants
Specialty Industrial Machinery
Telecom Services
Beverages - Soft Drinks
Communication Equipment
Confectioners
Credit Services
Diagnostics & Research
Farm & Construction Equipment
Health Care Plans
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