INEQ - ETF AI Analysis
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Columbia International Equity Income Etf (INEQ)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Well-Diversified International Exposure
Holdings spread across many countries such as Japan, the UK, Germany, and Australia help reduce the impact of problems in any single market.
Broad Sector Mix
Exposure to financials, energy, health care, industrials, and several other sectors provides a balanced mix rather than relying on just one industry.
Negative Factors
Moderate Fee Level
The expense ratio is not especially low, so costs may be higher than some cheaper index ETFs and can slightly reduce long-term returns.
Concentration in a Few Large Positions
Several top holdings each make up a meaningful slice of the portfolio, so weakness in any of these companies could noticeably affect the fund.
Mixed Performance Among Top Financial Holdings
Some major financial stocks in the top holdings have shown weak or negative year-to-date performance, which could weigh on future returns if the trend continues.
INEQ vs. SPDR S&P 500 ETF (SPY)
AUM78.80M
RegionDeveloped Markets
Expense Ratio0.45%
Beta0.68
IssuerColumbia
Inception DateJun 13, 2016
Dividend Yield9.3%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume11,033
30 Day Avg. Volume25,729
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
44.19Price 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 income-focused fund that invests in dividend-paying stocks from countries outside the U.S., with big weights in Japan, the UK, and Germany. It doesn’t track a specific index, but follows a theme of global companies that aim to provide steady income and some growth. Well-known holdings include Shell and TotalEnergies. Investors might consider INEQ to diversify beyond the U.S. and add international dividend income to their portfolio. A key risk is that foreign stock prices and currencies can go up and down, which can affect your 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 non-U.S. blue chips, with a clear tilt toward energy, financials, and income-rich industrials. TotalEnergies and Shell have been solid engines over the past few months, even if they’ve recently hit a soft patch, while BHP has been steadily climbing and giving the fund a lift from the materials side. On the financial front, UniCredit and DBS are more mixed, occasionally losing steam and tempering gains. Names like Munich Re and Tokio Marine add a steadier, dividend-focused backbone across Europe and Japan.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TotalEnergies SE | 5.42% | $4.26M | €164.70B | 45.23% | 78 Outperform | |
| Shell (UK) | 5.25% | $4.12M | £184.86B | 32.32% | 73 Outperform | |
| BHP Group Ltd | 5.13% | $4.02M | AU$285.03B | 66.90% | 68 Neutral | |
| GlaxoSmithKline | 4.28% | $3.36M | £80.64B | 43.08% | 77 Outperform | |
| UniCredit SpA | 4.04% | $3.17M | €96.52B | 30.66% | 75 Outperform | |
| Deutsche Telekom | 3.89% | $3.06M | €133.50B | -14.51% | 67 Neutral | |
| DBS Group Holdings | 3.48% | $2.73M | S$161.69B | 37.07% | 78 Outperform | |
| Munich Reinsurance | 3.30% | $2.59M | €72.09B | -8.64% | 71 Outperform | |
| Vinci SA | 2.96% | $2.32M | €71.22B | 5.49% | 76 Outperform | |
| Tokio Marine Holdings | 2.90% | $2.28M | ¥13.66T | 20.16% | 66 Neutral |
INEQ Technical Analysis
Positive
―
Price Trends
39.62
Negative
38.75
Positive
36.56
Positive
Market Momentum
0.08
Positive
47.64
Neutral
12.94
Positive
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 39.91, equal to the 50-day MA of 39.62, and equal to the 200-day MA of 36.56, indicating a neutral trend. The MACD of 0.08 indicates Positive momentum. The RSI at 47.64 is Neutral, neither overbought nor oversold. The STOCH value of 12.94 is Positive, 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
39.04
9.12
30.48%
DFAI
Dimensional International Core Equity Market 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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PPIE
Putnam PanAgora ESG International Equity 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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