Columbia U.S. Equity Income ETF

Frequently Asked Questions About EQIN

What does EQIN invest in?

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.

What is the expense ratio of EQIN?

Columbia U.S. Equity Income ETF (EQIN) charges an expense ratio of 0.35%. This is the annual fee deducted from fund assets to cover management and operations.

How big is EQIN?

Columbia U.S. Equity Income ETF (EQIN) manages $301.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is EQIN actively managed or an index fund?

EQIN is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (EQIN's is 0.35%) in exchange for the discretion to over- or under-weight positions.

When was EQIN launched?

Columbia U.S. Equity Income ETF (EQIN) launched in June 2016 and is managed by Columbia Threadneedle.

How has EQIN performed?

EQIN's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.