EQIN yields 1.98% · SPHD yields 4.30%● Live data
📍 SPHD pulled ahead of the other in Year 1
Combined, EQIN + SPHD cover 0 of 12 months — good coverage
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EQIN seeks total return by holding an income-producing equity portfolio of primarily large- and mid-cap US companies. To be eligible for inclusion, each company must have a low ESG Materiality Rating and a forward annualized dividend yield of at least 1%. Eligible companies are scored on a sector-relative basis, focusing on forward dividend yield, dividend growth, and cash-based dividend coverage ratio factors. The fund selects the 100 highest-scoring securities and weights the resulting portfolio on a market cap basis. Although the fund is actively managed, it applies investing rules at least quarterly. Before Oct. 14, 2022, the fund traded as Columbia Sustainable U.S. Equity Income ETF and tracked the Beta Advantage U.S. ESG Equity Income Index. Prior to June 3, 2024, the fund was named Columbia U.S. ESG Equity Income ETF, traded under the ticker ESGS, and tracked the Beta Advantage U.S. ESG Equity Income Index.
Full EQIN Calculator →The Invesco S&P 500 High Dividend Low Volatility ETF (Fund) is based on the S&P 500 Low Volatility High Dividend Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. Standard & Poor's compiles, maintains and calculates the Index, which is composed of 50 securities traded on the S&P 500 Index that historically have provided high dividend yields and low volatility. The Fund and the Index are rebalanced and reconstituted semi-annually, in January and July.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.