ETF Copilot

EQIN vs IWV: holdings overlap, shared companies and scores

As of October 9, 2026, EQIN and IWV overlap 13.3% by weight. Columbia U.S. Equity Income ETF (EQIN): U.S. dividend quality stocks. iShares Russell 3000 ETF (IWV): U.S. total market index.

Updated October 9, 2026

Where EQIN and IWV trade against their own history

EQIN trades at 17.3 times earnings, against its own median of 18.5, and is cheaper than 97% of its own 29 monthly readings since 2024.

IWV trades at 24.1 times earnings, against its own median of 22.2, and is more expensive than 63% of its own 115 monthly readings since 2017.

What moved EQIN and IWV this week

EQIN rose 2.0% in the week to October 9, 2026. The holdings that moved it most were Abbvie (+5.2%), Philip Morris International (+7.3%) and Procter & Gamble (+4.4%); Verizon Communications (−9.3%) pushed the other way.

IWV rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.

What do EQIN and IWV each hold?

What's inside EQIN: Tech 6%, Memory 3%.

39% of EQIN is its ten largest holdings.

What's inside IWV: Tech 43%, Magnificent 7 31%.

35% of IWV is its ten largest holdings.

How much do EQIN and IWV overlap? 13.3% by weight

As of October 9, 2026, EQIN and IWV overlap 13.3% by weight.

100% of EQIN is already inside IWV.

13% of IWV is already inside EQIN.

EQIN holds 101 companies and IWV holds 2,587; 100 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score EQIN and IWV? 6.0 and 6.5 out of 10

As of October 9, 2026, ETF Copilot scores EQIN 6.0 out of 10 and IWV 6.5 out of 10.

They differ most on Value: EQIN 9.5 and IWV 3.1.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

EQIN vs IWV — ETF Copilot factor scores, 0–10
FactorEQINIWV
Growth2.07.1
Value9.53.1
Risk9.36.5
Quality6.17.8
Return5.57.6

IWV is the cheaper of the two at 0.20% a year

As of October 9, 2026, EQIN charges 0.35% a year, yields 1.96% and holds $309M in assets across 101 positions.

As of October 9, 2026, IWV charges 0.20% a year, yields 0.86% and holds $20.5B in assets across 2587 positions.

EQIN vs IWV — cost, income and size
MeasureEQINIWV
Expense ratio0.35%0.20%
Dividend yield1.96%0.86%
Assets under management$309M$20.5B
Holdings1012587

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Compare with similar funds

Cite this

ETF Copilot, “EQIN vs IWV holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/eqin-vs-iwv

  1. Columbia U.S. Equity Income ETF (EQIN)
  2. iShares Russell 3000 ETF (IWV)

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