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Columbia U.S. Equity Income ETF logo

Columbia U.S. Equity Income ETF (EQIN)

ETF overview

This ETF aims for overall investment growth by maintaining a stock portfolio that generates income, concentrating predominantly on sizable and medium-sized American enterprises. To qualify for consideration, each company must exhibit a favorable (low) ESG Materiality Rating and project an annualized dividend yield of at least 1%. Qualified companies are subsequently evaluated against their industry peers, with particular emphasis on their prospective dividend yield, the trajectory of their dividend growth, and their capacity to cover dividends using cash flow. The fund then chooses the top 100 securities based on these assessments, constructing a portfolio where holdings are weighted according to their market capitalization. While the fund employs an active management approach, its underlying investment criteria are reviewed and implemented at least every three months. Historically, the fund's name was Columbia Sustainable U.S. Equity Income ETF before October 14, 2022, during which time it mirrored the Beta Advantage U.S. ESG Equity Income Index. More recently, prior to June 3, 2024, it operated as the Columbia U.S. ESG Equity Income ETF under the symbol ESGS, also following the Beta Advantage U.S. ESG Equity Income Index.

CountryUnited States of America
ExchangeAMEX
Trades inUSD
Current price
54.40 USD0.00%
Close 21 Oct 2026
Interval
Benchmarks

Fund facts

Expense ratio
0.35%
Fund assets
325.7M USD (all share classes)
Issuer
Columbia Threadneedle
Inception date
Jun 13, 2016
Number of holdings
100

Breakdown

Holdings (100)

NameTickerWeight
ABBVIE INCABBV5.13%
EXXONMOBIL HOLDINGS CORPXOM5.12%
CHEVRON CORPCVX4.43%
JPMORGAN CHASE & COJPM4.21%
PROCTER & GAMBLE CO/THEPG3.74%
UNITEDHEALTH GROUP INCUNH3.74%
BANK OF AMERICA CORPBAC3.67%
PHILIP MORRIS INTERNATIONAL INCPM3.19%
HOME DEPOT INC/THEHD3.15%
GOLDMAN SACHS GROUP INC/THEGS2.64%
and 87 more

Similar ETFs

Overlap is the share of assets the two funds hold in common.

Historical returns do not guarantee future returns. This is not investment advice.

Columbia U.S. Equity Income ETF (EQIN)

EQIN · AMEX
54.40 USD0.00%
Sign up to track this ETF
Benchmarks
Fund facts
Expense ratio
0.35%
Fund assets
325.7M USD (all share classes)
Issuer
Columbia Threadneedle
Inception date
Jun 13, 2016
Number of holdings
100
Breakdown
Holdings (100)
NameTickerWeight
ABBVIE INCABBV5.13%
EXXONMOBIL HOLDINGS CORPXOM5.12%
CHEVRON CORPCVX4.43%
JPMORGAN CHASE & COJPM4.21%
PROCTER & GAMBLE CO/THEPG3.74%
UNITEDHEALTH GROUP INCUNH3.74%
BANK OF AMERICA CORPBAC3.67%
PHILIP MORRIS INTERNATIONAL INCPM3.19%
HOME DEPOT INC/THEHD3.15%
GOLDMAN SACHS GROUP INC/THEGS2.64%
and 87 more
ETF overview

This ETF aims for overall investment growth by maintaining a stock portfolio that generates income, concentrating predominantly on sizable and medium-sized American enterprises. To qualify for consideration, each company must exhibit a favorable (low) ESG Materiality Rating and project an annualized dividend yield of at least 1%. Qualified companies are subsequently evaluated against their industry peers, with particular emphasis on their prospective dividend yield, the trajectory of their dividend growth, and their capacity to cover dividends using cash flow. The fund then chooses the top 100 securities based on these assessments, constructing a portfolio where holdings are weighted according to their market capitalization. While the fund employs an active management approach, its underlying investment criteria are reviewed and implemented at least every three months. Historically, the fund's name was Columbia Sustainable U.S. Equity Income ETF before October 14, 2022, during which time it mirrored the Beta Advantage U.S. ESG Equity Income Index. More recently, prior to June 3, 2024, it operated as the Columbia U.S. ESG Equity Income ETF under the symbol ESGS, also following the Beta Advantage U.S. ESG Equity Income Index.

CountryUnited States of America
Trades inUSD
Similar ETFs

Overlap is the share of assets the two funds hold in common.

Historical returns do not guarantee future returns. This is not investment advice.

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