Columbia International Equity Income ETF
INEQ - ETF AI Analysis
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Columbia International Equity Income ETF (INEQ)
INEQ vs. SPDR S&P 500 ETF (SPY)
- AUM
- 94.24M
- Region
- Developed Markets
- Expense Ratio
- 0.45%
- Beta
- 0.68
- Issuer
- Columbia
- Inception Date
- Jun 13, 2016
- Dividend Yield
- 10.00%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
INEQ Summary
Columbia International Equity Income ETF (INEQ) is a global stock fund that focuses on companies outside the United States that pay dividends. It does not track a specific index, but follows an international income theme, investing across many countries like Japan, Germany, and the UK and sectors such as financials, industrials, and materials. Well-known holdings include Mitsubishi and BHP Group. Someone might invest in INEQ to add international diversification to their portfolio while aiming for both income and long-term growth. A key risk is that foreign stock prices and currencies can go up and down, which may affect returns.
How much will it cost me?
INEQ has an annual expense ratio of 0.45%, which means you’ll pay about $4.50 per year for every $1,000 invested. This cost is a bit higher than many low-cost index ETFs because INEQ is actively managed, aiming to select international income-focused stocks rather than simply tracking a broad market index.
What would affect this ETF?
Future returns for INEQ will benefit if developed markets outside the U.S. grow steadily, interest rates stabilize or decline (supporting dividend-paying financials and industrials), and global demand for materials and infrastructure stays strong, helping major holdings like BHP, Rio Tinto, and Siemens Energy. On the downside, slower economic growth in Europe or Japan, rising interest rates that pressure income-focused stocks, or tighter banking and energy regulations could hurt its financial and materials exposure and reduce the appeal of its dividend strategy.
INEQ Top 10 Holdings
INEQ is leaning on a mix of global blue chips, with Japan’s Mitsubishi and Takeda Pharmaceutical quietly rising and helping to steady returns. On the other side, big resource names like BHP and Rio Tinto have been lagging lately, acting as a bit of a weight on the fund, while Siemens Energy has shown mixed momentum. Financials such as UniCredit and NatWest add income but have been soft in the short term. Overall, it’s a diversified, developed-markets ex-U.S. play, with a noticeable tilt toward financials and materials rather than flashy tech.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 JP:8058 | Mitsubishi | 4.69% | $4.40M | JPY 17.76T | 43.68% | 60Neutral |
 AU:BHP | BHP Group Ltd | 4.33% | $4.06M | AUD 304.35B | 38.43% | 68Neutral |
 IT:UCG | UniCredit SpA | 4.49% | $4.21M | EUR 125.99B | 23.77% | 75Outperform |
 DE:DTE | Deutsche Telekom | 4.04% | $3.79M | EUR 123.97B | -2.89% | 67Neutral |
 DE:MUV2 | Munich Reinsurance | 3.75% | $3.52M | EUR 72.49B | 6.90% | 71Outperform |
 DE:ENR | Siemens Energy | 3.54% | $3.32M | EUR 100.76B | 23.45% | 72Outperform |
 GB:RIO | Rio Tinto | 3.27% | $3.07M | GBP 108.56B | 16.91% | 82Outperform |
 JP:4502 | Takeda Pharmaceutical Co | 3.03% | $2.84M | JPY 10.52T | 58.24% | 66Neutral |
 GB:0NQM | Vinci SA | ― | ― | ― | ― | 76Outperform |
INEQ Technical Analysis
Price Trends
Market Momentum
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 40.17 is above the 20-day moving average (MA) of 39.47, above the 50-day MA of 40.03, and above the 200-day MA of 39.48, indicating a bullish trend. The MACD of 0.07 indicates Negative momentum. The RSI at 54.80 is Neutral, neither overbought nor oversold. The STOCH value of 80.08 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| INEQ | $40.17 | $42.00(4.57% Upside) | $94.24M | 0.45% | 66Neutral |
 LCIV | $26.26 | ― | $20.48M | 0.99% | 67Neutral |
 RWIN | $27.31 | $32.30(18.29% Upside) | $20.54M | 0.42% | 66Neutral |
 FFDI | $30.85 | $37.68(22.14% Upside) | $18.49M | 0.55% | 66Neutral |
 JINT | $24.81 | $34.71(39.92% Upside) | $9.93M | 0.35% | 67Neutral |
 PRXI | $25.10 | $29.68(18.27% Upside) | $6.88M | 0.54% | 64Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| INEQ | Columbia International Equity Income ETF | 40.17 | 5.07 | 14.44% | |
| LCIV | Logan Capital International ETF | 26.25 | 1.43 | 5.74% | |
| RWIN | Rayliant NxtGen Multifactor International Equity ETF | 27.31 | 1.59 | 6.17% | |
| FFDI | Fidelity Fundamental Developed International ETF | 30.85 | 1.62 | 5.54% | |
| JINT | Janus Henderson International Core Alpha ETF | 24.81 | -0.36 | -1.41% | |
| PRXI | Praxis Impact International ETF | 25.09 | 0.72 | 2.97% |
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.