INEQ - ETF AI Analysis
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Columbia International Equity Income Etf (INEQ)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered steady gains so far this year and over recent months, showing positive momentum for investors.
Income-Focused International Holdings
Many of the top holdings are large, established international companies that tend to pay dividends, supporting an income-oriented strategy.
Broad Geographic and Sector Spread
Exposure across multiple countries such as Japan, Germany, the UK, and several sectors including financials, energy, and industrials helps reduce the impact of weakness in any single market or industry.
Negative Factors
Moderate Expense Ratio
The fund’s fees are not especially low, which means a noticeable portion of returns will go toward covering the expense ratio each year.
Concentration in a Few Countries
A large share of assets is concentrated in markets like Japan, Germany, and the UK, so setbacks in these economies could weigh heavily on the fund.
Mixed Performance Among Top Holdings
While several major positions have shown strong gains, a few key holdings have been weak or lagging, which can dampen overall performance.
INEQ vs. SPDR S&P 500 ETF (SPY)
AUM103.23M
RegionDeveloped Markets
Expense Ratio0.45%
Beta0.71
IssuerColumbia
Inception DateJun 13, 2016
Dividend Yield9.31%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume12,109
30 Day Avg. Volume17,718
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
44.62Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering100
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
INEQ Summary
Columbia International Equity Income ETF (INEQ) is a global stock fund that focuses on companies outside the U.S. that pay dividends, aiming to provide both income and long-term growth. It doesn’t track a specific index, but follows an international equity income theme, investing across countries like Japan, Germany, and the UK and in many sectors, including financials, energy, and industrials. Well-known holdings include Shell and BHP Group. Investors might consider INEQ for diversification and steady dividend income, but should remember that its value can go up and down with global stock markets.
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’s story is being written mostly by big overseas banks and energy giants. Singapore’s DBS and Italy’s UniCredit are rising and giving the fund a solid financial backbone, while UK lender NatWest is also quietly pulling its weight. On the energy side, Shell and France’s TotalEnergies are humming along, helped by steady cash flows, and Australia’s BHP adds a strong materials kicker. Offsetting some of that strength, Deutsche Telekom and France’s Vinci are lagging, reminding investors this is a developed-markets, ex-U.S. income play with a clear tilt toward financials and energy.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| DBS Group Holdings | 4.83% | $4.96M | S$210.34B | 63.82% | 78 Outperform | |
| UniCredit SpA | 4.78% | $4.91M | €123.06B | 29.92% | 75 Outperform | |
| Shell (UK) | 4.60% | $4.72M | £187.43B | 26.98% | 73 Outperform | |
| BHP Group Ltd | 4.21% | $4.33M | AU$306.42B | 62.45% | 68 Neutral | |
| TotalEnergies SE | 4.13% | $4.25M | €170.58B | 50.93% | 78 Outperform | |
| Deutsche Telekom | 4.12% | $4.23M | €127.98B | -13.99% | 67 Neutral | |
| ― | 3.40% | $3.49M | ― | ― | ― | |
| Munich Reinsurance | 3.26% | $3.35M | €66.30B | -9.38% | 71 Outperform | |
| NatWest Group | 3.16% | $3.25M | £56.11B | 36.94% | 75 Outperform | |
| Vinci SA | 2.96% | $3.04M | €68.99B | 4.89% | 76 Outperform |
INEQ Technical Analysis
Positive
―
Price Trends
39.51
Positive
39.28
Positive
38.10
Positive
Market Momentum
0.58
Negative
69.47
Neutral
94.72
Negative
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 40.27, equal to the 50-day MA of 39.51, and equal to the 200-day MA of 38.10, indicating a bullish trend. The MACD of 0.58 indicates Negative momentum. The RSI at 69.47 is Neutral, neither overbought nor oversold. The STOCH value of 94.72 is Negative, 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
41.58
8.70
26.46%
FYLD
Cambria Foreign Shareholder Yield ETF
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TXUE
Thornburg International Equity ETF
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AVSD
Avantis Responsible International Equity ETF
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NBIE
Neuberger International Core Equity ETF
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DXIV
Dimensional International Vector 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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