Compare with Columbia U.S. Equity Income ETF
Key stats
Fund info
Home page
Inception date
Jun 13, 2016
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Columbia Management Investment Advisers LLC
Distributor
ALPS Distributors, Inc.
ISIN
US19761L8542
CUSIP
19761L854
FIGI
BBG00D2R0FX9
Identifiers
ISIN US19761L8542
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.
Classification
What's in the fund
Exposure type
Finance
Energy Minerals
Breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently asked questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
EQIN trades at 53.10 USD today, its price has fallen −0.75% in the past 24 hours. Track more dynamics on EQIN price chart.
EQIN net asset value is 53.09 today — it's fallen 1.85% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
EQIN assets under management is 312.79 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
EQIN price has fallen by −2.91% over the last month, and its yearly performance shows a 14.27% increase. See more dynamics on EQIN price chart.
NAV returns, another gauge of an ETF dynamics, have risen by −1.85% over the last month, have fallen by −1.85% over the last month, showed a 3.31% increase in three-month performance and has increased by 15.49% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by −1.85% over the last month, have fallen by −1.85% over the last month, showed a 3.31% increase in three-month performance and has increased by 15.49% in a year.
EQIN fund flows account for 30.55 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
EQIN invests in stocks. See more details in our Profile section.
EQIN expense ratio is 0.35%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, EQIN isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, EQIN technical analysis shows the sell rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating EQIN shows the buy signal. See more of EQIN technicals for a more comprehensive analysis.
Today, EQIN technical analysis shows the sell rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating EQIN shows the buy signal. See more of EQIN technicals for a more comprehensive analysis.
Yes, EQIN pays dividends to its holders with the dividend yield of 1.85%.
EQIN trades at a premium (0.02%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
EQIN shares are issued by Ameriprise Financial, Inc.
EQIN follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Jun 13, 2016.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.
