SDY vs. EQIN ETF Comparison

Comparison of SPDR S&P Dividend ETF (SDY) to Columbia U.S. Equity Income ETF (EQIN)

SDY

SPDR S&P Dividend ETF

SDY Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index. In seeking to track the performance of the S&P High Yield Dividend Aristocrats Index, the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the highest dividend yielding S&P Composite 1500Â® Index constituents that have followed a managed-dividends policy of consistently increasing dividends every year for at least 20 consecutive years. It is non-diversified.

Grade (RS Rating)

Last Trade

$142.31

Average Daily Volume

183,276

Number of Holdings ^*

132

* may have additional holdings in another (foreign) market

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

$47.78

Average Daily Volume

17,193

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SDY	EQIN
30 Days	-0.10%	0.15%
60 Days	0.89%	1.57%
90 Days	2.77%	3.47%
12 Months	22.19%	23.46%

30 Overlapping Holdings

Symbol	Grade	Weight in SDY	Weight in EQIN	Overlap
ADI	D	0.72%	1.52%	0.72%
ADP	A	1.03%	1.78%	1.03%
AFL	B	0.88%	0.83%	0.83%
AOS	F	0.57%	0.13%	0.13%
ATO	A	1.18%	0.33%	0.33%
BBY	D	1.09%	0.26%	0.26%
CAH	B	0.97%	0.43%	0.43%
CAT	B	0.71%	2.73%	0.71%
CHRW	B	0.76%	0.19%	0.19%
CVX	A	2.34%	4.32%	2.34%
ED	C	1.42%	0.49%	0.49%
EIX	B	1.74%	0.48%	0.48%
EMR	B	1.13%	1.08%	1.08%
ES	C	1.28%	0.33%	0.33%
EVRG	A	0.84%	0.21%	0.21%
EXPD	C	0.55%	0.25%	0.25%
GD	D	0.88%	1.15%	0.88%
IBM	C	1.42%	2.81%	1.42%
KO	D	1.23%	3.88%	1.23%
LMT	D	1.0%	1.86%	1.0%
LNT	A	0.88%	0.23%	0.23%
NDSN	B	0.6%	0.2%	0.2%
NOC	D	0.72%	1.05%	0.72%
PEP	F	1.45%	3.19%	1.45%
PPG	F	0.98%	0.42%	0.42%
QCOM	F	0.97%	2.69%	0.97%
TGT	F	1.48%	1.06%	1.06%
WEC	A	1.72%	0.46%	0.46%
XEL	A	1.78%	0.57%	0.57%
XOM	B	1.61%	4.42%	1.61%

SDY Overweight 102 Positions Relative to EQIN

Symbol	Grade	Weight
O	C	2.21%
KVUE	A	1.81%
KMB	C	1.68%
ADM	D	1.51%
MDT	D	1.48%
SO	C	1.48%
TROW	B	1.46%
JNJ	C	1.43%
ABBV	F	1.36%
SYY	D	1.32%
TXN	C	1.31%
CINF	A	1.29%
CLX	A	1.22%
GPC	D	1.21%
ITW	B	1.2%
APD	A	1.2%
FAST	B	1.17%
PG	C	1.16%
MCD	D	1.11%
NEE	C	1.11%
ESS	B	1.08%
MKC	C	0.96%
ABT	B	0.96%
MCHP	F	0.96%
LHX	C	0.96%
CL	D	0.9%
AMCR	C	0.85%
LOW	C	0.84%
SWK	D	0.81%
RPM	A	0.79%
NKE	F	0.78%
WM	B	0.75%
NUE	C	0.74%
BDX	F	0.73%
SJM	D	0.69%
ALB	B	0.69%
LECO	C	0.66%
GGG	B	0.63%
CB	C	0.61%
RSG	A	0.59%
CHD	A	0.58%
DOV	A	0.58%
JKHY	D	0.57%
ATR	B	0.56%
WTRG	B	0.54%
LIN	C	0.54%
ORI	A	0.52%
DCI	B	0.52%
RGLD	C	0.51%
TTC	C	0.51%
WMT	A	0.51%
PNR	A	0.5%
HRL	D	0.49%
FDS	B	0.48%
FRT	B	0.48%
CBSH	B	0.46%
NNN	C	0.45%
PB	B	0.44%
CFR	B	0.44%
SEIC	B	0.42%
ERIE	D	0.42%
CSL	C	0.42%
GWW	B	0.42%
ECL	D	0.42%
MSA	F	0.4%
RLI	A	0.4%
CTAS	B	0.39%
BEN	C	0.38%
SHW	B	0.38%
SPGI	C	0.36%
BMI	B	0.33%
UBSI	B	0.32%
NFG	A	0.31%
UGI	C	0.3%
UMBF	B	0.3%
WRB	A	0.29%
SON	F	0.29%
CASY	A	0.28%
NJR	A	0.28%
OZK	B	0.28%
ROP	B	0.27%
RNR	C	0.27%
BRO	B	0.26%
OGS	A	0.25%
BKH	A	0.25%
FLO	D	0.25%
FELE	B	0.24%
FUL	F	0.24%
SR	A	0.23%
PII	F	0.23%
PRGO	C	0.22%
LANC	C	0.2%
CBU	B	0.2%
ABM	B	0.19%
CWT	C	0.18%
AWR	B	0.18%
BRC	D	0.18%
CPK	A	0.17%
AVA	A	0.17%
WST	C	0.12%
SJW	F	0.1%
SCL	C	0.1%

SDY Underweight 68 Positions Relative to EQIN

Symbol	Grade	Weight
HD	B	-4.92%
UNH	B	-4.43%
AVGO	D	-4.34%
VZ	C	-2.61%
T	A	-2.42%
CMCSA	B	-2.42%
AMGN	F	-2.2%
SCHW	B	-2.0%
COP	C	-1.94%
MMC	B	-1.62%
DE	B	-1.52%
ICE	C	-1.32%
CI	D	-1.3%
MDLZ	F	-1.25%
CME	B	-1.2%
WMB	A	-1.03%
SLB	C	-0.91%
SRE	A	-0.86%
BK	A	-0.85%
JCI	B	-0.82%
NXPI	D	-0.82%
PSX	C	-0.81%
MPC	D	-0.78%
AEP	C	-0.75%
AIG	B	-0.72%
CMI	A	-0.72%
OXY	D	-0.68%
PEG	A	-0.65%
KR	B	-0.61%
LEN	D	-0.58%
CTSH	B	-0.56%
STZ	D	-0.53%
HIG	B	-0.51%
GIS	D	-0.51%
KDP	F	-0.48%
WTW	B	-0.47%
ETR	B	-0.47%
RJF	A	-0.45%
TSCO	D	-0.44%
STT	B	-0.42%
HPE	B	-0.41%
BR	A	-0.39%
HAL	C	-0.39%
DTE	C	-0.37%
AEE	A	-0.36%
CDW	F	-0.35%
HUBB	B	-0.35%
K	A	-0.34%
IP	A	-0.29%
PFG	D	-0.29%
SNA	A	-0.27%
DGX	A	-0.26%
OC	A	-0.25%
IEX	C	-0.25%
NI	A	-0.24%
WSM	C	-0.24%
AVY	F	-0.23%
SWKS	F	-0.2%
ALLE	C	-0.18%
OVV	B	-0.17%
CCK	D	-0.16%
DKS	D	-0.16%
FOXA	A	-0.15%
TAP	C	-0.15%
CNH	C	-0.13%
FBIN	D	-0.13%
MOS	F	-0.12%
HII	F	-0.11%