INEQ - ETF AI Analysis

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Columbia International Equity Income Etf (INEQ)

Rating:70Neutral

Price Target:―

INEQ, the Columbia International Equity Income ETF, has a solid overall rating driven mainly by high-quality global leaders like Keyence, TotalEnergies, DBS Group, and GlaxoSmithKline, which show strong financial performance, good profitability, and generally attractive valuations. These strengths are supported by other stable names such as Shell, UniCredit, and Munich Re, though some holdings face short-term bearish technical signals or cash flow challenges that slightly weigh on the fund’s rating. The main risk factor is that several top positions share similar issues with short-term technical weakness and cash flow pressures, which could increase volatility even though the underlying businesses are generally strong.

Positive Factors

Solid Year-To-Date Results

The ETF has delivered mildly positive performance so far this year, showing it has held up reasonably well in recent market conditions.

Supportive Top Holdings

Several of the largest positions, such as Siemens, Novartis, Mitsubishi, and DBS Group, have shown strong gains, helping to support the fund’s overall returns.

Broad International Diversification

The fund spreads its investments across many countries and sectors, which helps reduce the impact if any single market or industry runs into trouble.

Negative Factors

Mixed Recent Performance

The ETF has had a weak three-month stretch despite a stronger recent one-month period, suggesting returns have been somewhat uneven.

Notable Lagging Holdings

Some key positions like Munich Reinsurance, Deutsche Telekom, GSK, Shell, and UniCredit have shown weak or negative performance, which can drag on the fund.

Moderate Expense Ratio

The fund’s expense ratio is not especially low, meaning fees take a noticeable, though not extreme, bite out of long-term returns.

INEQ vs. SPDR S&P 500 ETF (SPY)

AUM54.38M

RegionDeveloped Markets

Expense Ratio0.45%

Beta0.70

IssuerColumbia

Inception DateJun 13, 2016

Dividend Yield9.37%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume14,555

30 Day Avg. Volume22,066

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

43.30

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering101

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

INEQ Summary

Columbia International Equity Income ETF (INEQ) is an international stock fund that focuses on companies outside the U.S. that pay dividends, aiming to provide both income and long-term growth. It does not track a specific index, but follows a total international equity income theme, investing across many countries like Japan, the UK, and Germany and sectors such as financials, industrials, and health care. Well-known holdings include Novartis and Shell. Someone might invest for global diversification and steady dividend income. A key risk is that international stock prices and currencies can go up and down, affecting returns.

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

INEQ is leaning heavily on a handful of international blue chips, with health care, energy, and financials doing much of the heavy lifting. Novartis and GlaxoSmithKline are rising steadily, giving the fund a solid health care backbone, while TotalEnergies and Shell add punch from the energy side as they climb on firmer footing. Mitsubishi has been a standout gainer, quietly turbocharging returns. On the flip side, Siemens looks more mixed, occasionally losing steam. With all holdings outside the U.S. and spread across Europe and Asia, the ETF offers a clearly ex-U.S., developed-markets tilt without overreliance on any single name.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
SHEL	Shell (UK)	5.33%	$4.29M	£189.65B	27.87%	73 Outperform
TTE	TotalEnergies SE	4.99%	$4.02M	€154.71B	25.67%	78 Outperform
BHP	BHP Group Ltd	4.69%	$3.78M	AU$252.89B	39.53%	68 Neutral
DTE	Deutsche Telekom	4.64%	$3.74M	€163.01B	-1.68%	67 Neutral
GSK	GlaxoSmithKline	4.20%	$3.39M	£81.32B	34.41%	77 Outperform
UCG	UniCredit SpA	4.08%	$3.29M	€95.76B	24.32%	75 Outperform
D05	DBS Group Holdings	3.43%	$2.76M	S$157.17B	29.69%	78 Outperform
MUV2	Munich Reinsurance	3.15%	$2.54M	€70.23B	-7.26%	71 Outperform
0NQM	Vinci SA	2.94%	$2.37M	€72.20B	11.38%	76 Outperform
6861	Keyence	2.84%	$2.29M	¥14.77T	-7.88%	81 Outperform

INEQ Technical Analysis

Technical Analysis Sentiment

Neutral

Last Price―

Price Trends

50DMA

39.24

Negative

100DMA

37.56

Positive

200DMA

35.50

Positive

Market Momentum

MACD

-0.26

Positive

RSI

33.27

Neutral

STOCH

14.96

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INEQ, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 40.16, equal to the 50-day MA of 39.24, and equal to the 200-day MA of 35.50, indicating a neutral trend. The MACD of -0.26 indicates Positive momentum. The RSI at 33.27 is Neutral, neither overbought nor oversold. The STOCH value of 14.96 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for INEQ.

INEQ Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
INEQ	―	―	$54.38M	0.45%	70 Neutral
DFAI	―	―	$14.69B	0.18%	64 Neutral
BCIL	―	―	$74.27M	0.80%	71 Outperform
FFDI	―	―	$21.05M	0.55%	66 Neutral
PPIE	―	―	$9.07M	0.49%	68 Neutral
TXUG	―	―	$4.78M	0.70%	65 Neutral

Performance Comparison

INEQ

Columbia International Equity Income Etf

38.83

8.49

27.98%

DFAI

Dimensional International Core Equity Market ETF

―

BCIL

Bancreek International Large Cap ETF

―

FFDI

Fidelity Fundamental Developed International ETF

―

PPIE

Putnam PanAgora ESG International Equity ETF

―

TXUG

Thornburg International Growth Fund ETF

―

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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