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CRED
Upturn stock rating

Columbia ETF Trust I (CRED)

Upturn stock rating
$21.33
Last Close (24-hour delay)
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PASS
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  • SELL Advisory (Loss)​
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Upturn Advisory Summary

10/15/2025: CRED (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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 -9.65%
Avg. Invested days 39
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/15/2025

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

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Columbia ETF Trust I

stock logo

ETF Overview

overview logo Overview

Columbia ETF Trust I offers a suite of ETFs focused on various investment strategies and sectors, aiming to provide targeted exposure and investment solutions.

reliability logo Reputation and Reliability

Columbia Threadneedle Investments is a well-established asset manager with a global presence and a reputation for providing diverse investment solutions.

reliability logo Management Expertise

Columbia Threadneedle has a team of experienced investment professionals managing their ETFs, leveraging their expertise in different asset classes and investment strategies.

Investment Objective

overview logo Goal

To provide investors with targeted exposure to specific sectors, investment styles, or thematic strategies.

Investment Approach and Strategy

Strategy: Columbia ETF Trust I includes ETFs that track specific indices, employ active management, or focus on particular market segments.

Composition The assets held within Columbia ETF Trust I ETFs vary depending on the specific ETF, including stocks, bonds, and other asset classes, as outlined in their respective prospectuses.

Market Position

Market Share: Columbia ETF Trust I holds a moderate market share within the ETF industry, varying depending on the specific ETF within the trust.

Total Net Assets (AUM): The total net assets under management (AUM) for the Columbia ETF Trust I vary widely across its different ETF offerings.

Competitors

overview logo Key Competitors

  • IVV
  • SPY
  • VTI

Competitive Landscape

The ETF industry is highly competitive, with numerous established players. Columbia ETF Trust I competes with larger, more established ETF providers. Columbia ETF Trust I differentiates itself through specialized investment strategies. A disadvantage is the smaller AUM of individual funds within the trust as compared to the major competitors, potentially leading to higher tracking error and wider bid-ask spreads. Advantages include specific sector focuses and innovative investment methodologies.

Financial Performance

Historical Performance: The historical performance of ETFs within Columbia ETF Trust I varies depending on the specific investment strategy and market conditions.

Benchmark Comparison: Benchmark comparison depends on the specific ETF and its underlying index. Each ETF should be compared to its specific benchmark.

Expense Ratio: Expense ratios for ETFs within Columbia ETF Trust I vary. Ratios typically range from 0.05% to 0.75% depending on the fund.

Liquidity

Average Trading Volume

Average trading volume varies across ETFs within Columbia ETF Trust I, depending on their popularity and asset class.

Bid-Ask Spread

The bid-ask spread depends on the specific ETF and its trading volume.

Market Dynamics

Market Environment Factors

Economic indicators, sector-specific trends, interest rates, and global events can influence the performance of ETFs within Columbia ETF Trust I.

Growth Trajectory

Growth trends depend on the specific ETF, with some experiencing rapid growth due to investor demand for particular investment strategies.

Moat and Competitive Advantages

Competitive Edge

Columbia ETF Trust I offers innovative and specialized ETFs focused on specific sectors or thematic investment strategies, creating a competitive edge. These targeted investment approaches allow investors to fine-tune their portfolio and gain exposure to niche market segments. Columbia Threadneedle Investments' expertise in active management and specialized indexing methodologies further contribute to its competitive advantage. Their smaller AUM size as compared to the ETF industry behemoths allows the trust to be nimble and adapt to the market faster. Their reputation attracts investors seeking differentiated solutions.

Risk Analysis

Volatility

Volatility varies depending on the specific ETF and its underlying assets. Sector-specific ETFs may experience higher volatility than broad market ETFs.

Market Risk

Market risk is associated with declines in the overall market. Sector-specific risks are related to factors affecting particular industries.

Investor Profile

Ideal Investor Profile

The ideal investor profile for Columbia ETF Trust I ETFs includes those seeking targeted exposure to specific sectors or investment themes, with a moderate to high-risk tolerance.

Market Risk

Columbia ETF Trust I ETFs are suitable for both long-term investors and active traders, depending on the specific ETF and the investor's investment goals.

Summary

Columbia ETF Trust I offers a range of ETFs designed to provide targeted exposure to specific sectors and investment strategies. Columbia Threadneedle's expertise and reputation supports the quality of these ETF products, enabling investors to fine-tune their portfolios according to their unique needs. Each ETF within the trust has its own distinct characteristics and risk profiles. Before investing, it is crucial to conduct thorough research and consider individual investment objectives and risk tolerance.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Columbia Threadneedle Investments Website
  • ETF.com
  • Morningstar
  • Bloomberg

Disclaimers:

The data provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investment decisions should be made in consultation with a qualified financial advisor.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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.