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EQIN - ETF AI Analysis
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Columbia U.S. Equity Income Etf (EQIN)
Rating:72Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month and quarter, indicating positive recent momentum.
Strong Top Holdings Mix
Several of the largest positions, including major energy, industrial, and consumer companies, have delivered strong year-to-date performance that supports the fund’s returns.
Diversified Sector Exposure
Holdings spread across financials, industrials, energy, consumer sectors, technology, and others help reduce the impact of weakness in any single industry.
Negative Factors
High U.S. Concentration
With almost all assets in U.S. stocks, the fund offers very limited geographic diversification and is heavily tied to the U.S. market.
Heavy Weight in Financials
A large allocation to financial companies increases the fund’s sensitivity to banking and interest-rate risks.
Mixed Performance Among Top Holdings
Some major financial holdings have shown weak year-to-date performance, which can drag on overall returns if the trend continues.
EQIN vs. SPDR S&P 500 ETF (SPY)
AUM264.40M
RegionNorth America
Expense Ratio0.35%
Beta0.64
IssuerColumbia
Inception DateJun 13, 2016
Dividend Yield1.9%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume19,091
30 Day Avg. Volume16,636
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
54.87Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering102
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EQIN Summary
Columbia U.S. Equity Income ETF (EQIN) is a fund that invests in a wide mix of U.S. companies across the whole stock market, with a focus on stocks that pay dividends. It doesn’t track a specific index, but aims to blend large, mid, and small companies from many sectors, including financials, energy, and consumer goods. Well-known holdings include Exxon Mobil and JPMorgan Chase. Someone might invest in EQIN to seek a combination of long-term growth and regular income from dividends. A key risk is that the value of the ETF can go up and down with the overall stock market.
How much will it cost me?The Columbia U.S. Equity Income ETF (EQIN) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed, focusing on selecting high-quality U.S. companies for income generation. Active management typically involves more research and decision-making, which can lead to higher costs.
What would affect this ETF?The Columbia U.S. Equity Income ETF (EQIN) could benefit from stable or rising interest rates, as its focus on dividend-paying companies in sectors like Financials and Energy may attract income-focused investors. However, economic slowdowns or regulatory changes affecting key sectors such as Financials or Energy could negatively impact the ETF's performance. Additionally, shifts in consumer spending or technological advancements could influence holdings like Home Depot and IBM.
EQIN Top 10 Holdings
EQIN is leaning heavily on old-school U.S. blue chips, with energy and big banks setting the tone. Exxon Mobil and Chevron have been rising, giving the fund a solid boost from the energy patch, while Caterpillar and Goldman Sachs are also pulling their weight with strong recent momentum. On the flip side, JPMorgan and Bank of America have been lagging, acting like a bit of an anchor on financials, and IBM looks mixed. Overall, this is a U.S.-only, income-focused fund driven more by financials and energy than flashy tech names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Exxon Mobil | 5.25% | $14.57M | $626.04B | 37.15% | 74 Outperform | |
| JPMorgan Chase | 4.15% | $11.51M | $823.62B | 9.38% | 72 Outperform | |
| Bank of America | 3.93% | $10.90M | $379.01B | 11.90% | 72 Outperform | |
| Home Depot | 3.89% | $10.79M | $389.29B | -4.50% | 66 Neutral | |
| Procter & Gamble | 3.74% | $10.37M | $372.00B | -1.73% | 69 Neutral | |
| Chevron | 3.72% | $10.33M | $369.96B | 18.28% | 71 Outperform | |
| Caterpillar | 3.62% | $10.05M | $362.31B | 119.12% | 76 Outperform | |
| Philip Morris | 2.90% | $8.04M | $291.89B | 24.62% | 61 Neutral | |
| Goldman Sachs Group | 2.82% | $7.83M | $271.48B | 37.03% | 73 Outperform | |
| Wells Fargo | 2.79% | $7.74M | $268.99B | 8.75% | 80 Outperform |
EQIN Technical Analysis
Positive
―
Price Trends
48.71
Positive
47.44
Positive
45.95
Positive
Market Momentum
0.76
Negative
64.74
Neutral
69.03
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EQIN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 49.94, equal to the 50-day MA of 48.71, and equal to the 200-day MA of 45.95, indicating a bullish trend. The MACD of 0.76 indicates Negative momentum. The RSI at 64.74 is Neutral, neither overbought nor oversold. The STOCH value of 69.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EQIN.
EQIN Peer Comparison
Comparison Results
Performance Comparison
EQIN
Columbia U.S. Equity Income Etf
51.04
5.43
11.91%
SYLD
Cambria Shareholder Yield ETF
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PLDR
Putnam Sustainable Leaders ETF
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ABFL
Fcf Us Quality Etf
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BGDV
Bahl & Gaynor Dividend ETF
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XCHG
AB US Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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