CDPI - ETF AI Analysis
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Columbia High Dividend Premium Income ETF (CDPI)
CDPI’s rating reflects a solid core of high-quality, dividend-focused holdings like Merck, Johnson & Johnson, Cisco, and IBM, which show strong financial performance, positive earnings outlooks, and strategic focus on areas like AI and healthcare innovation. The fund’s score is held back somewhat by names such as Philip Morris and AbbVie, where higher leverage, valuation concerns, and financial stability issues introduce more risk. The main risk factor is exposure to several companies with debt and valuation challenges, even though the ETF is diversified across sectors.
CDPI vs. SPDR S&P 500 ETF (SPY)
- AUM
- 6.07M
- Region
- North America
- Expense Ratio
- 0.45%
- Beta
- -0.14
- Issuer
- Columbia
- Inception Date
- Jul 14, 2026
- Dividend Yield
- 1.51%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
CDPI Summary
Columbia High Dividend Premium Income ETF (CDPI) is an actively managed fund that focuses on U.S. companies that pay higher dividends and adds an options strategy to boost monthly income. It doesn’t track a traditional index, but follows a high-dividend income theme across many sectors, including financials, health care, and technology. Well-known holdings include Exxon Mobil and JPMorgan Chase. Someone might invest in CDPI to seek regular monthly cash flow and broad diversification across many industries. A key risk is that the fund still moves with the stock market and its options strategy can limit gains when markets rise strongly.
How much will it cost me?
This ETF has an expense ratio of 0.45%, which means you’ll pay about $4.50 per year for every $1,000 you invest. That’s higher than the cost of many simple index ETFs because CDPI is actively managed and uses an options strategy to try to generate higher income.
What would affect this ETF?
This ETF could benefit if the U.S. economy stays stable, interest rates eventually ease, and dividend-paying sectors like financials, health care, and energy remain profitable, supporting steady income from holdings such as JPMorgan, Johnson & Johnson, and Exxon Mobil. On the downside, a weak U.S. economy, prolonged high interest rates, sector-specific problems in banks or energy, or market rallies where the options strategy limits upside could all reduce future returns or make the income stream less attractive compared with other investments.
CDPI Top 10 Holdings
CDPI leans heavily on classic U.S. dividend powerhouses, with energy names like Exxon Mobil and Chevron doing the heavy lifting as their shares keep rising and cash flows stay robust. Health care giants AbbVie, Merck, and Johnson & Johnson add a steady, defensive backbone, with mostly positive momentum and reliable payouts. On the flip side, big banks such as JPMorgan and Goldman Sachs have been lagging lately, acting as a bit of a brake on returns. Technology exposure via Cisco and IBM is more mixed, giving the fund a diversified, income-first U.S. profile rather than a single-sector bet.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 XOM | Exxon Mobil | 3.17% | $192.09K | $769.96B | 63.27% | 74Outperform |
 JPM | JPMorgan Chase | 2.58% | $156.67K | $895.92B | 8.92% | 72Outperform |
 JNJ | Johnson & Johnson | 2.42% | $146.68K | $657.68B | 44.51% | 78Outperform |
 CSCO | Cisco Systems | 2.26% | $137.15K | $411.45B | 43.34% | 77Outperform |
 CVX | Chevron | 1.98% | $120.13K | $465.33B | 53.41% | 71Outperform |
 ABBV | AbbVie | 1.98% | $119.81K | $521.11B | 29.22% | 66Neutral |
 PM | Philip Morris | 1.98% | $120.10K | $325.43B | 43.24% | 61Neutral |
 GS | Goldman Sachs Group | 1.77% | $107.62K | $260.47B | 13.21% | 73Outperform |
 MRK | Merck & Company | 1.80% | $109.02K | $368.89B | 73.30% | 80Outperform |
 HPE | Hewlett Packard Enterprise | 1.50% | $90.95K | $73.13B | 125.69% | 68Neutral |
CDPI Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CDPI, the sentiment is Positive. The current price of 20.21 is above the 20-day moving average (MA) of 19.90, above the 50-day MA of 19.92, and compared to the 200-day MA of , indicating a neutral trend. The MACD of 0.09 indicates Negative momentum. The RSI at 67.43 is Neutral, neither overbought nor oversold. The STOCH value of 98.34 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CDPI.
CDPI Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| CDPI | $20.21 | $21.00(3.90% Upside) | $6.07M | 0.45% | 58Neutral |
 PAYR | $56.57 | $60.62(7.15% Upside) | $91.13M | 0.40% | 66Neutral |
 HQDG | $25.31 | $30.87(21.97% Upside) | $77.13M | 0.50% | 73Outperform |
 FDIV | $28.10 | $31.66(12.67% Upside) | $68.83M | 0.35% | 70Neutral |
 DIVY | $31.58 | $34.36(8.80% Upside) | $29.82M | 0.45% | 69Neutral |
 VUS | $29.57 | $35.80(21.04% Upside) | $17.32M | 0.25% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CDPI | Columbia High Dividend Premium Income ETF | 20.21 | 0.49 | 2.50% | |
| PAYR | Federated Hermes Enhanced Income ETF | 56.57 | 11.55 | 25.65% | |
| HQDG | Raub Brock Dividend Growth ETF | 25.31 | 0.31 | 1.26% | |
| FDIV | MarketDesk Focused U.S. Dividend ETF | 28.10 | 2.63 | 10.32% | |
| DIVY | Sound Equity Income ETF | 31.58 | 6.81 | 27.50% | |
| VUS | Virtus US Dividend ETF | 29.57 | 5.09 | 20.79% |
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.