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EQIN - ETF AI Analysis
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Columbia U.S. Equity Income Etf (EQIN)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the largest positions, such as JPMorgan Chase and Caterpillar, have delivered strong year-to-date gains, supporting the ETF’s overall performance.
Sector Diversification
The ETF is spread across multiple sectors, including Financials, Energy, and Technology, which helps reduce reliance on any single industry.
Reasonable Expense Ratio
With an expense ratio of 0.35%, the fund is relatively affordable compared to many actively managed ETFs.
Negative Factors
Underperforming Holdings
Some top holdings, such as Procter & Gamble and UnitedHealth, have lagged in year-to-date performance, which could weigh on future returns.
High U.S. Exposure
The ETF is heavily concentrated in U.S. companies, offering little geographic diversification and leaving it vulnerable to domestic market risks.
Overweight in Financials
With over 26% of the portfolio allocated to Financials, the fund is highly exposed to sector-specific risks in banking and finance.
EQIN vs. SPDR S&P 500 ETF (SPY)
AUM250.00M
RegionNorth America
Expense Ratio0.35%
Beta0.65
IssuerColumbia
Inception DateJun 13, 2016
Dividend Yield4.12%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume15,851
30 Day Avg. Volume23,328
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
52.97Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering101
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EQIN Summary
The Columbia U.S. Equity Income ETF (EQIN) is an investment fund that focuses on the entire U.S. stock market, including large, mid, and small companies, with an emphasis on generating income through dividends. It includes well-known companies like Exxon Mobil and JPMorgan Chase, making it a diverse option for investors. This ETF is designed for those looking to grow their money over time while earning steady income from dividends, making it a good choice for long-term financial goals. However, new investors should be aware that its performance can fluctuate with the overall U.S. stock market, which means returns may vary depending on market conditions.
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
The Columbia U.S. Equity Income ETF (EQIN) leans heavily on financials, with names like JPMorgan Chase and Bank of America providing steady, if unspectacular, performance. Energy stocks like Exxon Mobil are rising, buoyed by strong production and earnings, while Chevron’s mixed results have held it back slightly. On the flip side, consumer-focused giants like Procter & Gamble and Home Depot are lagging, dragging on the fund’s overall momentum. With a clear U.S. focus and a tilt toward income-generating sectors, EQIN offers a balanced approach, though its reliance on financials and energy could make it sensitive to sector-specific swings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| JPMorgan Chase | 4.56% | $11.50M | $867.09B | 32.75% | 72 Outperform | |
| Exxon Mobil | 4.33% | $10.92M | $501.08B | 7.20% | 74 Outperform | |
| Bank of America | 4.32% | $10.88M | $402.66B | 20.74% | 72 Outperform | |
| Home Depot | 3.84% | $9.68M | $358.04B | -13.75% | 66 Neutral | |
| Procter & Gamble | 3.58% | $9.03M | $333.78B | -16.50% | 69 Neutral | |
| UnitedHealth | 3.32% | $8.36M | $309.65B | -34.32% | 72 Outperform | |
| Chevron | 3.23% | $8.13M | $302.01B | -2.52% | 71 Outperform | |
| Wells Fargo | 3.12% | $7.87M | $291.18B | 31.69% | 80 Outperform | |
| International Business Machines | 3.10% | $7.82M | $289.06B | 33.97% | 79 Outperform | |
| Caterpillar | 3.00% | $7.56M | $279.80B | 57.13% | 76 Outperform |
EQIN Technical Analysis
Positive
―
Price Trends
46.56
Positive
46.06
Positive
45.05
Positive
Market Momentum
0.38
Negative
67.02
Neutral
90.91
Negative
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 46.71, equal to the 50-day MA of 46.56, and equal to the 200-day MA of 45.05, indicating a bullish trend. The MACD of 0.38 indicates Negative momentum. The RSI at 67.02 is Neutral, neither overbought nor oversold. The STOCH value of 90.91 is Negative, 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
48.14
3.37
7.53%
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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XOVR
Ershares Private-Public Crossover 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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