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INEQ - ETF AI Analysis
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Columbia International Equity Income Etf (INEQ)
Rating:70Neutral
Price Target:―
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%
Beta0.67
IssuerColumbia
Inception DateJun 13, 2016
Dividend Yield8.9%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,437
30 Day Avg. Volume19,697
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
42.69Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering100
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 |
|---|---|---|---|---|---|---|
| Novartis AG | 5.05% | $3.92M | CHF242.43B | 28.84% | 80 Outperform | |
| TotalEnergies SE | 4.83% | $3.75M | €139.76B | 13.09% | 78 Outperform | |
| Deutsche Telekom | 4.42% | $3.43M | €158.31B | -5.01% | 67 Neutral | |
| UniCredit SpA | 4.25% | $3.29M | €116.60B | 72.72% | 75 Outperform | |
| Shell (UK) | 4.11% | $3.18M | £165.51B | 11.49% | 73 Outperform | |
| Siemens | 4.09% | $3.17M | €191.01B | 9.25% | 74 Outperform | |
| GlaxoSmithKline | 3.97% | $3.08M | £91.50B | 54.86% | 77 Outperform | |
| Mitsubishi | 3.60% | $2.79M | ¥18.57T | 109.40% | 60 Neutral | |
| DBS Group Holdings | 3.04% | $2.36M | S$161.48B | 34.12% | 78 Outperform | |
| Vinci SA | 2.75% | $2.13M | €76.89B | 28.74% | 76 Outperform |
INEQ Technical Analysis
Positive
―
Price Trends
38.34
Positive
36.77
Positive
34.83
Positive
Market Momentum
0.85
Negative
77.95
Negative
80.61
Negative
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 39.96, equal to the 50-day MA of 38.34, and equal to the 200-day MA of 34.83, indicating a bullish trend. The MACD of 0.85 indicates Negative momentum. The RSI at 77.95 is Negative, neither overbought nor oversold. The STOCH value of 80.61 is Negative, 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
41.06
12.60
44.27%
DFAI
Dimensional International Core Equity Market ETF
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AVDE
Avantis International Equity 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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