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INEQ - ETF AI Analysis
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Columbia International Equity Income Etf (INEQ)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Airbus and Mitsubishi, have delivered strong year-to-date gains, supporting overall performance.
Geographic Diversification
The fund invests across multiple countries, including Japan, Germany, and the UK, reducing reliance on any single economy.
Reasonable Expense Ratio
The ETF's expense ratio of 0.45% is competitive for international equity funds, keeping costs manageable for investors.
Negative Factors
High Exposure to Japan
With over 40% of the portfolio allocated to Japan, the fund is heavily reliant on the performance of the Japanese market.
Underperforming Holdings
Some key positions, like TotalEnergies and Deutsche Telekom, have shown weak or negative year-to-date performance, dragging on returns.
Limited Technology Exposure
The ETF has minimal exposure to the technology sector, which could limit participation in high-growth opportunities.
INEQ vs. SPDR S&P 500 ETF (SPY)
AUM47.71M
RegionDeveloped Markets
Expense Ratio0.45%
Beta0.68
IssuerColumbia
Inception DateJun 13, 2016
Dividend Yield9.85%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,275
30 Day Avg. Volume12,325
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
39.81Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering101
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
INEQ Summary
The Columbia International Equity Income ETF (Ticker: INEQ) is an investment fund that focuses on companies outside the United States, offering exposure to global markets while prioritizing income generation through dividends. It includes a mix of industries like healthcare, financials, and energy, with top holdings such as Novartis AG and Shell. This ETF is designed for investors seeking international diversification and steady income, making it a good option for those looking to balance growth and stability in their portfolio. However, since it invests heavily in international markets, its performance can be affected by global economic and currency fluctuations.
How much will it cost me?The Columbia International Equity Income ETF (Ticker: INEQ) has an expense ratio of 0.45%, which means you’ll pay $4.50 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it is actively managed, aiming to select international stocks that prioritize income generation. Active management typically involves more research and decision-making, which can lead to higher fees.
What would affect this ETF?The Columbia International Equity Income ETF (INEQ) could benefit from global economic growth, particularly in developed markets outside the U.S., as well as increased demand for dividend-paying stocks in sectors like Industrials and Financials. However, it may face challenges from rising interest rates, which could pressure dividend-focused investments, and geopolitical or regulatory risks in its key geographic regions. Sector-specific issues, such as volatility in Energy or Health Care, could also impact performance.
INEQ Top 10 Holdings
The Columbia International Equity Income ETF (INEQ) leans heavily into developed markets outside the U.S., with a notable focus on financials and industrials. UniCredit SpA is a standout performer, rising on strong profitability and strategic investments, while Siemens adds steady growth with its revenue improvements. On the flip side, Deutsche Telekom is lagging, weighed down by bearish momentum and cash flow challenges. Energy names like TotalEnergies and Shell are showing mixed signals, with Shell losing steam recently. Overall, the fund’s positioning balances income stability with global diversification, though sector concentration in financials drives much of its narrative.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Novartis AG | 4.62% | $2.21M | CHF206.54B | 25.14% | 80 Outperform | |
| TotalEnergies SE | 4.52% | $2.17M | €120.39B | 7.92% | 78 Outperform | |
| UniCredit SpA | 4.39% | $2.10M | €109.75B | 109.90% | 75 Outperform | |
| Siemens | 4.32% | $2.07M | €184.83B | 24.75% | 74 Outperform | |
| Shell (UK) | 4.13% | $1.98M | £154.14B | 12.88% | 73 Outperform | |
| Deutsche Telekom | 4.10% | $1.96M | €133.91B | -5.54% | 67 Neutral | |
| GlaxoSmithKline | 3.54% | $1.69M | £73.51B | 38.03% | 77 Outperform | |
| DBS Group Holdings | 3.17% | $1.52M | S$155.60B | 33.06% | 78 Outperform | |
| Munich Reinsurance | 3.15% | $1.51M | €72.61B | 12.35% | 71 Outperform | |
| Mitsubishi | 2.87% | $1.38M | ¥13.71T | 44.97% | 60 Neutral |
INEQ Technical Analysis
Positive
―
Price Trends
35.61
Positive
34.97
Positive
32.93
Positive
Market Momentum
0.41
Negative
66.63
Neutral
26.99
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INEQ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.34, equal to the 50-day MA of 35.61, and equal to the 200-day MA of 32.93, indicating a bullish trend. The MACD of 0.41 indicates Negative momentum. The RSI at 66.63 is Neutral, neither overbought nor oversold. The STOCH value of 26.99 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for INEQ.
INEQ Peer Comparison
Comparison Results
Performance Comparison
INEQ
Columbia International Equity Income Etf
36.93
10.47
39.57%
DFAI
Dimensional International Core Equity Market ETF
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DFIC
Dimensional International Core Equity 2 ETF
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BCIL
Bancreek International Large Cap ETF
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FFDI
Fidelity Fundamental Developed International ETF
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TXUG
Thornburg International Growth Fund 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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