EQIN Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD | US Stocks Today
Nov 2 at 3:55 PM ET (Korea 11/3 05:55)
Full metrics table
| Category | US Equities - Dividend & Fundamental | Expense | 0.35% | Return% 1Y | 21.27% | Total Holdings | 102 | Perf Week | 0.9% | Volume | 10,501 |
| Asset Type | Equities (Stocks) | AUM | $333M | Return% 3Y | 18.15% | NAV | $55.44 | Perf Month | 8% | Avg Volume | 0.02M |
| ETF Type | US Equity Income | Dividend TTM | $1.03 (1.86%) | Return% 5Y | 11.17% | 52W High | -0.47% | Perf Quarter | 3.23% | Rel Volume | 0.69 |
| Active/Passive | Passive | Div Gr. 3/5Y | -1.37% 5.15% | Return% 10Y | 12.54% | 52W Low | 22.37% | Perf Half Y | 11.1% | Prev Close | $55.44 |
| IPO | 2016/6/17 | Flows% 1M | 1.65% | Return% SI | 12.72% | RSI (14) | 70.47 | Perf YTD | 16.8% | Price | $55.47 |
| Beta | 0.73 | Flows% 3M | 4.21% | Flows% YTD | 12.22% | Flows% 1Y | 10.55% | Perf Year | 19.06% | Volatility(W/M) | 0.62% 0.72% |
| SMA20 | 2.9% | SMA50 | 3.63% | SMA200 | 7.45% | ATR | 0.45 | ||||
Columbia U.S. ESG Equity Income ETF seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage U.S. ESG Equity Income Index. The fund invests at least 80% of its assets in the component securities of the index. The index was designed to provide exposure to U.S. large- and mid-cap companies that the investment manager believes offer total return opportunity, while incorporating the investment manager's proprietary ESG Materiality Ratings.
The top 10 make up 38% of the fund
JPM JPMorgan Chase & Co 4.95% 2 
BAC Bank of America Corp 4.63% 3 
XOM ExxonMobil Holdings Corp 4.13% 4 
CVX Chevron Corp 4.12% 5 
UNH UnitedHealth Group Inc 3.97% 6 
PG Procter & Gamble Co/The 3.55% 7 
HD Home Depot Inc/The 3.49% 8 
GS Goldman Sachs Group Inc/The 3.16% 9 
PM Philip Morris International Inc 3.14% 10 
WFC Wells Fargo & Co 2.79% Largest sectors first.
Over the past 1 year, on the higher side
0% below its 1-year high.
Traded less than usual. That is 69% of its average volume.
Holding long would have paid off
Bought 5 years ago, your return today would be +49.6%. The S&P 500 did +63% over the same period.
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The price swings a lot
At its worst (January 2020) it fell 42% and took 289 days to recover.
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The dividend is on the small side
Pays 1.86% annually in dividends.
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Money keeps flowing in
Over the past year, new money equal to 10.6% of assets came in.
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JEPQ JPMorgan Nasdaq Equity Premium Income ETF 42.5B 
IAGG-1× iShares International Aggregate Bond Fund 12.9B 
TMF Direxion Daily 20+ Year Treasury Bull 3X Shares 2.0B 
TLTW iShares TLT Premium Income+ ETF 1.6B 
FEPI REX FANG & Innovation Equity Premium Income ETF 681M 
SCHD Schwab US Dividend Equity ETF 0.06% 
VIG Vanguard Dividend Appreciation FTF 0.04% 
VYM Vanguard High Dividend Yield Indx ETF 0.04% 
DFAC U.S. Core Equity 2 Portfolio-ETF Class Shares 0.18% 
RDVY First Trust Rising Dividend Achievers ETF 0.47% 
DIVB iShares Core Dividend ETF 0.05% 
FAQ
How many holdings does EQIN have?
EQIN holds a total of 102 securities, with an AUM of approximately $333M.
Does EQIN pay dividends (distributions)?
EQIN's distribution yield is approximately 1.86%.
What is the 52-week high and low for EQIN?
EQIN has recorded a 52-week high of $55.73 and a low of $45.33.
