INEQ - ETF AI Analysis

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Columbia International Equity Income Etf (INEQ)

Rating:69Neutral

Price Target:

$41.56

The ETF INEQ has a solid overall rating, reflecting its strong portfolio of international holdings. Top contributors like Novartis AG and Shell drive the fund’s performance with their robust financial stability, attractive valuations, and high dividend yields. However, holdings such as Deutsche Telekom and TotalEnergies SE face challenges like high leverage and declining cash flow, which slightly temper the fund’s overall rating. Investors should note the ETF’s exposure to multiple sectors, which helps diversify risk but may also introduce variability in performance.

Positive Factors

Strong Top Holdings

Several of the ETF's largest positions, such as Airbus and Mitsubishi, have delivered strong year-to-date gains, supporting overall performance.

Geographic Diversification

The fund invests across multiple countries, including Japan, Germany, and the UK, reducing reliance on any single economy.

Reasonable Expense Ratio

The ETF's expense ratio of 0.45% is competitive for international equity funds, keeping costs manageable for investors.

Negative Factors

High Exposure to Japan

With over 40% of the portfolio allocated to Japan, the fund is heavily reliant on the performance of the Japanese market.

Underperforming Holdings

Some key positions, like TotalEnergies and Deutsche Telekom, have shown weak or negative year-to-date performance, dragging on returns.

Limited Technology Exposure

The ETF has minimal exposure to the technology sector, which could limit participation in high-growth opportunities.

INEQ vs. SPDR S&P 500 ETF (SPY)

AUM43.59M

RegionDeveloped Markets

Expense Ratio0.45%

Beta0.69

IssuerColumbia

Inception DateJun 13, 2016

Dividend Yield3.12%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume6,505

30 Day Avg. Volume11,962

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

41.56

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering102

INEQ Summary

The Columbia International Equity Income ETF (Ticker: INEQ) is an investment fund that focuses on companies outside the United States, offering exposure to global markets while prioritizing income generation through dividends. It includes a mix of industries like healthcare, financials, and energy, with top holdings such as Novartis AG and Shell. This ETF is designed for investors seeking international diversification and steady income, making it a good option for those looking to balance growth and stability in their portfolio. However, since it invests heavily in international markets, its performance can be affected by global economic and currency fluctuations.

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

The Columbia International Equity Income ETF (INEQ) leans heavily on industrials and financials, with names like Siemens and Mitsubishi UFJ Financial Group driving steady gains thanks to solid financial performance and operational efficiency. Health care stocks, such as Novartis and GlaxoSmithKline, are rising stars, benefiting from innovation and strategic focus. However, energy holdings like TotalEnergies are lagging, weighed down by declining cash flow. With its developed markets ex-U.S. focus, the fund offers a global mix but remains concentrated in income-generating sectors, balancing growth potential with reliable dividends.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
EADSF	Airbus Group SE	4.67%	$2.04M	$192.37B	59.48%	76 Outperform
NOVN	Novartis AG	4.65%	$2.03M	CHF198.09B	3.36%	81 Outperform
SIE	Siemens	4.60%	$2.01M	€190.79B	36.95%	74 Outperform
SHEL	Shell (UK)	4.51%	$1.97M	£164.24B	12.56%	77 Outperform
8306	Mitsubishi UFJ Financial Group	4.38%	$1.91M	¥25.27T	50.31%	75 Outperform
TTE	TotalEnergies SE	3.88%	$1.70M	€116.29B	-9.81%	71 Outperform
DTE	Deutsche Telekom	3.70%	$1.62M	€141.83B	2.16%	68 Neutral
8316	Sumitomo Mitsui Financial Group	3.25%	$1.42M	¥15.54T	28.17%	78 Outperform
GSK	GlaxoSmithKline	2.83%	$1.24M	£65.11B	12.95%	78 Outperform
8058	Mitsubishi	2.78%	$1.21M	¥13.95T	33.16%	73 Outperform

INEQ Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

37.48

Positive

100DMA

36.46

Positive

200DMA

34.04

Positive

Market Momentum

MACD

0.22

Negative

RSI

60.88

Neutral

STOCH

91.76

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 37.66, equal to the 50-day MA of 37.48, and equal to the 200-day MA of 34.04, indicating a bullish trend. The MACD of 0.22 indicates Negative momentum. The RSI at 60.88 is Neutral, neither overbought nor oversold. The STOCH value of 91.76 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	―	―	$43.59M	0.45%	69 Neutral
DFAI	―	―	$11.96B	0.18%	64 Neutral
DFIC	―	―	$10.94B	0.23%	63 Neutral
BCIL	―	―	$49.61M	0.80%	69 Neutral
FFDI	―	―	$15.06M	0.55%	66 Neutral
TXUG	―	―	$5.11M	0.70%	61 Neutral

Performance Comparison

INEQ

Columbia International Equity Income Etf

38.15

8.36

28.06%

DFAI

Dimensional International Core Equity Market ETF

―

DFIC

Dimensional International Core Equity 2 ETF

―

BCIL

Bancreek International Large Cap ETF

―

FFDI

Fidelity Fundamental Developed International ETF

―

TXUG

Thornburg International Growth Fund 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.

Disclaimer

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.Date of analysis: ―

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