EQIN - ETF AI Analysis
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Columbia US Equity Income ETF (EQIN)
EQIN, the Columbia U.S. Equity Income ETF, earns a solid overall rating thanks to strong, diversified holdings like Exxon Mobil, Chevron, JPMorgan Chase, and Goldman Sachs, which bring robust financial performance, positive earnings sentiment, and supportive dividends and valuations. The fund is somewhat held back by names such as Philip Morris and Home Depot, where high leverage, bearish technical trends, and financial stability concerns introduce more risk. A key risk factor is its meaningful exposure to sectors facing cash flow and leverage challenges, so investors should be mindful of how these pressures could affect income and stability over time.
EQIN vs. SPDR S&P 500 ETF (SPY)
- AUM
- 327.85M
- Region
- North America
- Expense Ratio
- 0.35%
- Beta
- 0.54
- Issuer
- Columbia
- Inception Date
- Jun 13, 2016
- Dividend Yield
- 1.87%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
EQIN Summary
The Columbia U.S. Equity Income ETF (EQIN) is a fund that invests in a wide range of U.S. companies, aiming to cover the total stock market while focusing on stocks that pay steady dividends. It does not track a specific index, but it targets income and quality by holding large, mid, and small companies across many sectors, with big positions in financials and energy. Well-known holdings include Exxon Mobil and JPMorgan Chase. Someone might invest for a mix of income and long-term growth, but should know the share price and dividends can go up and down with the stock market.
How much will it cost me?
EQIN has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 invested. This cost is a bit higher than many low-cost index ETFs because EQIN is actively managed, with professionals selecting dividend-focused U.S. stocks rather than simply tracking a broad market index.
What would affect this ETF?
EQIN could benefit if the U.S. economy stays resilient, interest rates eventually stabilize or decline, and demand remains strong for dividend-paying financial, energy, and defensive companies like AbbVie, Exxon Mobil, and JPMorgan, supporting both income and stock prices. On the other hand, rising interest rates, weaker U.S. growth, pressure on bank profits or energy prices, or tighter regulations on large financial and healthcare firms could hurt dividends and share performance, negatively affecting the ETF.
EQIN Top 10 Holdings
EQIN leans heavily on big U.S. dividend payers, with energy and financial names setting the tone. Exxon Mobil and Chevron have been rising, giving the fund a strong tailwind from the energy patch, while AbbVie and Philip Morris add steady, income-rich health care and consumer exposure. On the flip side, Home Depot has been dragging the fund, and major banks like Bank of America and JPMorgan have seen more mixed, sometimes lagging action. Overall, it’s a U.S.-centric, income-focused portfolio anchored in financials, energy, and defensive blue chips.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 XOM | Exxon Mobil | 5.25% | $17.18M | $753.67B | 57.40% | 74Outperform |
 ABBV | AbbVie | 5.09% | $16.66M | $513.86B | 29.16% | 66Neutral |
 CVX | Chevron | 4.54% | $14.88M | $457.31B | 49.23% | 71Outperform |
 JPM | JPMorgan Chase | 4.19% | $13.71M | $913.30B | 12.46% | 72Outperform |
 UNH | UnitedHealth | 3.67% | $12.03M | $368.83B | 15.66% | 72Outperform |
 PG | Procter & Gamble | 3.70% | $12.13M | $372.21B | 7.95% | 69Neutral |
 BAC | Bank of America | 3.55% | $11.62M | $354.03B | -2.74% | 72Outperform |
 HD | Home Depot | 3.19% | $10.44M | $328.22B | -12.98% | 66Neutral |
 PM | Philip Morris | 3.18% | $10.40M | $324.98B | 42.06% | 61Neutral |
 GS | Goldman Sachs Group | 2.70% | $8.83M | $270.13B | 18.47% | 73Outperform |
EQIN Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EQIN, the sentiment is Positive. The current price of 55.40 is above the 20-day moving average (MA) of 53.51, above the 50-day MA of 53.34, and above the 200-day MA of 51.13, indicating a bullish trend. The MACD of 0.65 indicates Negative momentum. The RSI at 70.50 is Negative, neither overbought nor oversold. The STOCH value of 76.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EQIN.
EQIN Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| EQIN | $55.40 | $58.00(4.70% Upside) | $327.85M | 0.35% | 72Outperform |
 SEUS | $26.01 | $30.83(18.54% Upside) | $945.28M | 0.30% | 73Outperform |
 BGDV | $31.53 | $37.02(17.40% Upside) | $868.36M | 0.45% | 74Outperform |
 AAUB | $50.90 | $60.81(19.48% Upside) | $850.07M | 0.10% | 66Neutral |
 AVTM | $54.81 | $65.72(19.92% Upside) | $780.66M | 0.22% | 60Neutral |
 SMRI | $47.01 | $56.53(20.24% Upside) | $701.92M | 0.71% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| EQIN | Columbia US Equity Income ETF | 55.40 | 9.76 | 21.38% | |
| SEUS | SEI QiM U.S. Equity Factor Allocation Active ETF | 26.01 | 0.75 | 2.95% | |
| BGDV | Bahl & Gaynor Dividend ETF | 31.53 | 5.23 | 19.87% | |
| AAUB | Alpha Architect US Equity 4 ETF | 50.90 | 1.41 | 2.86% | |
| AVTM | Avantis Total Equity Markets ETF | 54.81 | 5.16 | 10.40% | |
| SMRI | Bushido Capital US Equity ETF | 47.01 | 12.67 | 36.87% |
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.