EQIN - ETF AI Analysis
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Columbia U.S. Equity Income Etf (EQIN)
Rating:72Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year to date, indicating positive recent momentum.
Income-Focused Blue-Chip Holdings
Many top positions are large, well-known U.S. companies that are commonly used for income and stability in equity portfolios.
Broad Sector Diversification
The fund spreads its investments across many sectors, which helps reduce the impact if any one industry struggles.
Negative Factors
Heavy Tilt Toward Financials
Financial stocks make up a large share of the portfolio, so the fund is sensitive to problems in banks and other financial companies.
Mixed Performance Among Top Holdings
Several of the largest positions, especially some big banks and consumer names, have shown weak year-to-date results, which can drag on returns.
Limited International Diversification
With almost all assets in U.S. stocks and only a small slice abroad, the fund offers little geographic diversification.
EQIN vs. SPDR S&P 500 ETF (SPY)
AUM293.55M
RegionNorth America
Expense Ratio0.35%
Beta0.59
IssuerColumbia
Inception DateJun 13, 2016
Dividend Yield1.86%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume19,237
30 Day Avg. Volume16,352
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
59.29Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering101
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EQIN Summary
Columbia U.S. Equity Income ETF (EQIN) is an exchange-traded fund that invests mainly in U.S. companies and aims to provide both stock growth and regular income from dividends. It doesn’t track a specific index, but follows a total U.S. market income theme, holding a mix of large, mid, and small companies across many sectors. Well-known holdings include JPMorgan Chase and Exxon Mobil. Someone might invest in EQIN to get broad diversification while earning dividend income. A key risk is that its stock prices and dividend payments can go up and down with the overall market.
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 leans heavily on big U.S. banks, with JPMorgan, Bank of America, Goldman Sachs, and Wells Fargo steering the fund; most of these financials have been rising lately, giving performance a solid lift even as Wells Fargo has been a bit more mixed. UnitedHealth has been a standout healthcare winner, adding steady horsepower. On the flip side, energy giants Exxon Mobil and Chevron have recently lost some steam, acting as a drag despite their longer-term strength. Overall, this is a U.S.-only, income-focused fund with a clear tilt toward financials and energy.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| JPMorgan Chase | 4.75% | $13.89M | $896.22B | 19.96% | 72 Outperform | |
| Bank of America | 4.45% | $13.01M | $416.78B | 26.96% | 72 Outperform | |
| UnitedHealth | 4.12% | $12.06M | $386.29B | 35.84% | 72 Outperform | |
| Home Depot | 3.81% | $11.15M | $356.87B | -6.06% | 66 Neutral | |
| Procter & Gamble | 3.77% | $11.02M | $352.57B | -3.26% | 69 Neutral | |
| Exxon Mobil | 3.69% | $10.78M | $568.16B | 24.08% | 74 Outperform | |
| Chevron | 3.59% | $10.50M | $336.98B | 13.55% | 71 Outperform | |
| Goldman Sachs Group | 3.20% | $9.37M | $301.20B | 48.44% | 73 Outperform | |
| Philip Morris | 3.03% | $8.87M | $284.08B | 5.67% | 61 Neutral | |
| International Business Machines | 2.91% | $8.51M | $272.12B | 5.41% | 79 Outperform |
EQIN Technical Analysis
Positive
―
Price Trends
50.76
Positive
50.13
Positive
48.50
Positive
Market Momentum
0.43
Negative
59.10
Neutral
77.90
Neutral
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 undefined is equal to the 20-day moving average (MA) of 51.68, equal to the 50-day MA of 50.76, and equal to the 200-day MA of 48.50, indicating a bullish trend. The MACD of 0.43 indicates Negative momentum. The RSI at 59.10 is Neutral, neither overbought nor oversold. The STOCH value of 77.90 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
Performance Comparison
EQIN
Columbia U.S. Equity Income Etf
52.14
7.34
16.38%
SYLD
Cambria Shareholder Yield ETF
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―
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ULTY
YieldMax Ultra Option Income Strategy ETF
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BGDV
Bahl & Gaynor Dividend ETF
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―
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AVTM
Avantis Total Equity Markets ETF
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VFMF
Vanguard U.S. Multifactor 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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