EQIN
Columbia US Equity Income ETF
The Columbia Sustainable International Equity Income ETF tracks an index composed of 100 equities from developed markets outside of the U.S (excluding REITs). These securities exhibit a minimum ESG rating (as determined by MSCI) and dividend characteristics.
International
EQUITY
Rules-Based
MANAGEMENT STYLE
259.9 M
ASSETS UNDER MGMT
35 bp
EXPENSES
Fund Basics
| Fund sponsor | Columbia |
| Category | International |
| Asset class | Equity |
| Website | link... |
| Inception date | Jun 13, 2016 |
| Assets (mns) | $260 |
| Expense ratio | 35 bp |
| Currency | USD |
Sector Breakdown
Fund Structure
| Regulation | Open-Ended Fund |
| Distributions | Quarterly |
| Taxation | 1099 |
| Stock selection | Principles-based |
| Weighting | Fundamental |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| JPMORGAN CHASE & CO | 4.6 % |
| EXXON MOBIL CORP | 4.4 % |
| BANK OF AMERICA CORP | 4.3 % |
| HOME DEPOT INC | 3.7 % |
| PROCTER & GAMBLE CO/THE | 3.6 % |
| CHEVRON CORP | 3.3 % |
| UNITEDHEALTH GROUP INC | 3.2 % |
| WELLS FARGO & CO | 3.1 % |
| INTL BUSINESS MACHINES CORP | 3.0 % |
| CATERPILLAR INC | 2.9 % |
Constituent Breakdown
| Number of holdings | 101 |
| Herfindahl-Hirschman Index | 218 |
| Wgt avg mkt cap (mns) | $158,748 |
| Large cap (>$10bn) | 98.8% |
| Mid cap ($2-10bn) | 0.8% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.5% |
| Emerging mkts. | 0.0% |
Country Exposure
 |
UNITED STATES | 97.5 % |
 |
IRELAND | 0.9 % |
Historical Performance
Standardized Performance (as of 12/31/2025)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 7.1% | 7.1% | 8.1% | 8.3% | 9.7% | -- | -- | 7.3% |
| Dividend Yield | 2.3% | 2.3% | 3.5% | 3.3% | 3.2% | -- | -- | 4.3% |
| Total Returns | 9.4% | 9.4% | 11.6% | 11.6% | 12.9% | -- | -- | 11.7% | Ann. Volatility | 14.3% | 14.3% | 12.5% | 12.6% | 15.0% | -- | -- | 18.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.60 | 67% |
| MSCI EAFE | 0.67 | 59% |
| MSCI Emg Mkts | 0.52 | 41% |
Liquidity Measures
| Avg. volume (000) | 15 |
| ADV traded (mns) | $1 |
| Turnover | 0.3% |
| Avg. Bid/Ask (% of price) | 0.16% |
Technical Indicators
| 30d moving avg. (EMA) | $47.65 |
| Relative strength (RSI) | 63 |
| MACD/Signal | 0.49/0.42 |
| Bollinger Bands (Upper/Lower) | $48.94/$46.99 |
| Short interest (% of AUM) | 0.1% |
Distributions
Assets Under Management (mns)
Money Flows (mns)
Short Interest (as % of shares outstanding)
Long Money Flows (mns)
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. EQIN |
Expenses vs. EQIN |
ALTAR Score™ vs. EQIN |
|---|---|---|---|---|
| LVDS | JPMorgan Fundamental Data Science Large Value ETF | 48.7% | +14 bp | +6.0% |
| DIVB | iShares Core Dividend ETF | 42.6% | -30 bp | +8.0% |
| MGV | Vanguard Mega Cap Value ETF | 40.5% | -28 bp | +6.2% |
| DGRO | iShares Core Dividend Growth ETF | 40.2% | -27 bp | +6.2% |
| VYM | Vanguard High Dividend Yield Index ETF | 39.2% | -29 bp | +6.8% |
| PWV | Invesco Large Cap Value ETF | 38.4% | +20 bp | +7.4% |
| VTV | Vanguard Value ETF | 37.8% | -31 bp | +6.6% |
| DFLV | Dimensional US Large Cap Value ETF | 36.9% | -13 bp | +7.2% |
| SPVU | Invesco S&P 500 Enhanced Value ETF | 35.7% | -22 bp | +9.4% |
| DIVN | Horizon Dividend Income ETF | 35.5% | +35 bp | +7.3% |
Risk and Returns: EQIN vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Book value per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 1/11/2026
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Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.
ALTAR Score™
EQIN
6.8%
Cat. Avg
6.7%
ALTAR Score™ Calculation
Category Overview
There are 270 funds in the International Equity category, with an average ALTAR Score™
of 6.7% and a standard deviation of
1.7%. EQIN's ALTAR Score™ is approximately
0.0 standard deviations
above
the category average. This places EQIN in the 52nd percentile among funds in the category.
Sell Side Consensus Rating
Sell-side recommendations on the ETF's individual constituents
EQINSELL
U/W
HOLD
O/W
BUY