Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Columbia ETF Trust I (CRED)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: CRED (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -2.99% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 17.86 - 22.50 | Updated Date 06/29/2025 |
52 Weeks Range 17.86 - 22.50 | Updated Date 06/29/2025 |
Upturn AI SWOT
Columbia ETF Trust I
ETF Overview
Overview
Columbia ETF Trust I represents a suite of ETFs designed to provide investors with exposure to various market segments and investment strategies. These ETFs typically target specific sectors, asset classes, or investment themes. Asset allocation and investment strategy varies by individual fund within the trust.
Reputation and Reliability
Columbia Threadneedle Investments has a strong reputation and a long track record in the investment management industry.
Management Expertise
The management team has extensive experience in ETF management and investment strategy.
Investment Objective
Goal
The investment goal varies based on the individual ETF within Columbia ETF Trust I but generally aims to track the performance of a specific index, sector, or investment strategy.
Investment Approach and Strategy
Strategy: The strategy depends on the specific ETF. Some aim to track a specific index, while others may focus on specific sectors or investment factors.
Composition The composition depends on the specific ETF, holding stocks, bonds, or other assets based on the investment mandate.
Market Position
Market Share: Market share varies significantly depending on the specific ETF within Columbia ETF Trust I and its target market segment.
Total Net Assets (AUM): AUM varies greatly between individual ETFs within the trust. Individual funds can range from tens of millions to billions of dollars in AUM.
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
Competitive Landscape
The ETF industry is highly competitive. Columbia ETFs compete with larger, more established players. Advantages might include specialized niche focuses or different weighting methodologies. Disadvantages could include lower trading volume and brand recognition compared to larger competitors.
Financial Performance
Historical Performance: Historical performance data depends on the specific ETF within the Columbia ETF Trust I. It is important to review each fund's performance individually.
Benchmark Comparison: Benchmark comparisons are crucial for assessing the effectiveness of each ETF. Performance relative to the benchmark is the ultimate measure of success.
Expense Ratio: Expense ratios vary depending on the individual fund but generally range from 0.05% to 0.75%.
Liquidity
Average Trading Volume
Average trading volume varies widely depending on the specific ETF; some have relatively low trading volumes, while others are more actively traded.
Bid-Ask Spread
Bid-ask spread depends on the trading volume and liquidity of the underlying assets, and vary across individual funds.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions influence the performance of Columbia ETF Trust I's various funds.
Growth Trajectory
Growth trends depend on the specific investment strategies and market segments targeted by each ETF. Changes to strategy will depend on each ETF.
Moat and Competitive Advantages
Competitive Edge
Columbia ETF Trust I's competitive advantages may include unique investment strategies, factor-based investing, or niche market focus. They differentiate through specialized approaches to various investment themes. Superior management expertise in specific asset classes could also provide an edge. Niche market focus can help investors who are looking to invest in one specific area.
Risk Analysis
Volatility
Volatility depends on the specific ETF's underlying assets and investment strategy.
Market Risk
Market risk depends on the underlying assets and market conditions. Sector-specific funds may be more susceptible to sector-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific ETF within Columbia ETF Trust I. It might be suited for investors seeking targeted exposure to specific sectors, asset classes, or investment strategies.
Market Risk
Suitability depends on the specific fund and investor's goals. Some funds may be suitable for long-term investors, while others are more appropriate for active traders.
Summary
Columbia ETF Trust I offers a diverse suite of ETFs targeting various market segments and investment strategies. The suitability of these funds varies greatly depending on the investor's objectives and risk tolerance. Investors should carefully evaluate the underlying assets, investment strategy, and expense ratio of each fund before investing. This allows investors to find the best choice for their needs. Columbia Threadneedle Investments has a strong reputation and a long track record in the investment management industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Columbia Threadneedle Investments
- ETF.com
- Morningstar
Disclaimers:
Data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual research and consultation with a financial professional.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Columbia ETF Trust I
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an exchange-traded fund that seeks to replicate the performance of the Beta Advantage® Research Enhanced REIT Index. The fund invests at least 80% of its net assets in the component securities of the index. The index reflects a rules-based strategic beta approach to investing in the companies that comprise the FTSE Nareit All Equity REITs Index, which is a broad measure of the performance of publicly listed U.S. real estate investment trusts. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.