EQIN - ETF AI Analysis
Top Page
Columbia U.S. Equity Income Etf (EQIN)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and in recent months, showing positive momentum.
High-Quality Blue-Chip Holdings
Many of the top positions are large, well-known U.S. companies that have shown generally strong performance, especially in financials, energy, and health care.
Income-Focused, Diversified Across Sectors
The fund spreads its assets across several income-oriented sectors like financials, energy, and consumer defensive, which can help balance risk while targeting equity income.
Negative Factors
Heavy Tilt Toward Financials
Nearly a third of the portfolio is in financial stocks, which means the fund could be more affected if that sector weakens.
Limited International Diversification
Almost all of the ETF’s holdings are in U.S. companies, so it offers little protection if the U.S. market struggles compared with other regions.
Some Top Holdings Are Underperforming
A few major positions, such as Home Depot and Wells Fargo, have shown weaker recent performance, which can drag on overall returns.
EQIN vs. SPDR S&P 500 ETF (SPY)
AUM315.58M
RegionNorth America
Expense Ratio0.35%
Beta0.59
IssuerColumbia
Inception DateJun 13, 2016
Dividend Yield1.81%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,721
30 Day Avg. Volume14,340
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
60.11Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering100
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EQIN Summary
Columbia U.S. Equity Income ETF (EQIN) is a fund that invests in a wide range of U.S. companies, aiming to provide both growth and regular income from dividends. It doesn’t track a specific index, but follows a total U.S. market theme with a focus on income, holding well-known names like JPMorgan Chase and Exxon Mobil. This ETF may appeal to investors who want diversification across many sectors while collecting dividend payments over time. A key risk is that its stock prices and dividend income can go up or down with the overall U.S. market and the financial sector in particular.
How much will it cost me?The Columbia U.S. Equity Income ETF (EQIN) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed, focusing on selecting high-quality U.S. companies for income generation. Active management typically involves more research and decision-making, which can lead to higher costs.
What would affect this ETF?The Columbia U.S. Equity Income ETF (EQIN) could benefit from stable or rising interest rates, as its focus on dividend-paying companies in sectors like Financials and Energy may attract income-focused investors. However, economic slowdowns or regulatory changes affecting key sectors such as Financials or Energy could negatively impact the ETF's performance. Additionally, shifts in consumer spending or technological advancements could influence holdings like Home Depot and IBM.
EQIN Top 10 Holdings
EQIN is leaning heavily on big U.S. banks, with JPMorgan and Bank of America doing much of the heavy lifting thanks to rising results over the past few months, even if they’ve cooled a bit lately. Energy giants Exxon Mobil and Chevron are also powering the fund, riding steady-to-rising momentum and solid cash generation. On the flip side, defensive staples like Procter & Gamble and consumer name Home Depot are losing steam, acting as mild brakes. Overall, this is a U.S.-only, income-focused portfolio tilted toward financials and energy leadership.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| JPMorgan Chase | 4.89% | $15.30M | $950.62B | 18.64% | 72 Outperform | |
| Bank of America | 4.48% | $14.03M | $435.79B | 22.82% | 72 Outperform | |
| Chevron | 4.10% | $12.84M | $398.83B | 25.69% | 71 Outperform | |
| Exxon Mobil | 4.07% | $12.74M | $644.38B | 37.12% | 74 Outperform | |
| UnitedHealth | 3.71% | $11.60M | $352.71B | 26.81% | 72 Outperform | |
| Procter & Gamble | 3.45% | $10.79M | $334.21B | -8.44% | 69 Neutral | |
| Home Depot | 3.39% | $10.60M | $329.43B | -18.83% | 66 Neutral | |
| Goldman Sachs Group | 3.16% | $9.89M | $301.07B | 38.74% | 73 Outperform | |
| Philip Morris | 3.07% | $9.60M | $299.08B | 14.81% | 61 Neutral | |
| Wells Fargo | 2.69% | $8.41M | $262.15B | 5.49% | 80 Outperform |
EQIN Technical Analysis
Neutral
―
Price Trends
53.35
Positive
51.89
Positive
50.15
Positive
Market Momentum
0.27
Positive
54.14
Neutral
31.74
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EQIN, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 54.37, equal to the 50-day MA of 53.35, and equal to the 200-day MA of 50.15, indicating a neutral trend. The MACD of 0.27 indicates Positive momentum. The RSI at 54.14 is Neutral, neither overbought nor oversold. The STOCH value of 31.74 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for EQIN.
EQIN Peer Comparison
Comparison Results
Performance Comparison
EQIN
Columbia U.S. Equity Income Etf
54.26
9.45
21.09%
VFMF
Vanguard U.S. Multifactor ETF
―
―
―
BGDV
Bahl & Gaynor Dividend ETF
―
―
―
AVTM
Avantis Total Equity Markets ETF
―
―
―
ULTY
YieldMax Ultra Option Income Strategy ETF
―
―
―
SMRI
Bushido Capital US Equity ETF
―
―
―
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: ―
Table of Contents