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%
Beta0.70
IssuerColumbia
Inception DateJun 13, 2016
Dividend Yield9.29%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume42,588
30 Day Avg. Volume27,359
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
43.98Price 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 leans heavily on big non-U.S. dividend payers, with European energy giants TotalEnergies and Shell doing the heavy lifting as their shares keep rising and powering recent returns. Defensive names like Deutsche Telekom and GlaxoSmithKline are more steady than exciting, helping smooth the ride but not really setting the pace. On the flip side, financials such as UniCredit and Munich Re have been lagging, acting like a headwind for the fund. Overall, this is a developed-markets ex-U.S. play, tilted toward financials, energy, and other income-rich blue chips.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TotalEnergies SE | 5.63% | $4.63M | €169.87B | 57.49% | 78 Outperform | |
| Shell (UK) | 5.58% | $4.59M | £198.91B | 49.48% | 73 Outperform | |
| Deutsche Telekom | 4.54% | $3.74M | €150.49B | -2.08% | 67 Neutral | |
| BHP Group Ltd | 4.53% | $3.72M | AU$260.28B | 72.45% | 68 Neutral | |
| GlaxoSmithKline | 4.26% | $3.50M | £85.69B | 61.02% | 77 Outperform | |
| UniCredit SpA | 3.86% | $3.17M | €94.49B | 54.58% | 75 Outperform | |
| DBS Group Holdings | 3.53% | $2.90M | S$163.77B | 59.19% | 78 Outperform | |
| Tokio Marine Holdings | 3.17% | $2.61M | ¥13.91T | 39.30% | 66 Neutral | |
| Munich Reinsurance | 3.10% | $2.55M | €71.20B | 2.47% | 71 Outperform | |
| Vinci SA | 2.89% | $2.37M | €73.45B | 22.77% | 76 Outperform |
INEQ Technical Analysis
Positive
―
Price Trends
39.48
Positive
38.03
Positive
35.95
Positive
Market Momentum
-0.09
Negative
55.18
Neutral
84.45
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 38.64, equal to the 50-day MA of 39.48, and equal to the 200-day MA of 35.95, indicating a bullish trend. The MACD of -0.09 indicates Negative momentum. The RSI at 55.18 is Neutral, neither overbought nor oversold. The STOCH value of 84.45 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
39.50
13.45
51.63%
TLCI
Touchstone 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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PPIE
Putnam PanAgora ESG International Equity 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.
DisclaimerThis 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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