Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Russell Equity Income ETF(EQIN)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EQIN
10/09/2026: EQIN (3-star) is currently NOT-A-BUY. Pass it for now.
The Russell Equity Income ETF (EQIN) is an actively managed fund designed to provide consistent dividend income and long-term capital appreciation by investing in quality U.S. equities. Its primary strength lies in an active selection process that seeks to identify sustainable dividend payers while managing risk, setting it apart from passive index funds. The ETF is most appropriate for income-focused long-term investors looking to complement their portfolios with dividend-producing stocks. Investors should be mindful of its higher expense ratio compared to passive peers, as well as risks related to market cyclicality and sector concentration. Key factors to monitor include the fund's relative performance against low-cost benchmarks and the dividend health of its underlying holdings.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While capital appreciation is an objective, the focus on dividends may limit pure growth potential compared to tech-heavy portfolios. |
| Momentum investor | Weak fit | The fund's focus on sustainable income and value-oriented selection is generally contrary to momentum-based trading strategies. |
| Value investor | Strong fit | The fund's tendency to hold mature, income-producing companies aligns well with value investing principles. |
| Dividend/Income investor | Strong fit | The primary goal of the fund is to provide consistent, reliable income, making it a natural choice for income-focused investors. |
| Low-risk investor | Medium | While dividend stocks can be defensive, equity market risk remains, making it less suitable for investors requiring zero volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for reliable income generation from equities and who values an active management approach to filter out low-quality dividend payers.
Suitability
This ETF is best suited for long-term investors seeking income and modest growth, rather than active traders or those seeking rapid capital appreciation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity markets inherently experience price fluctuations that affect the total value of the fund. |
| Market risk | Medium / high | The fund is exposed to broader economic conditions that impact equity market performance. |
| Concentration | Medium | The focus on dividend-paying stocks may lead to overweighting certain sectors like utilities or financials. |
| Tracking/expense | Low | As an actively managed fund, it does not aim to track an index, but higher expenses relative to passive peers can impact long-term returns. |
| Liquidity | Medium | Lower trading volume compared to major ETFs can result in wider bid-ask spreads during market stress. |
| Business/sector quality | Medium | The risk that portfolio companies may reduce or eliminate dividends remains a primary concern for income investors. |
Risk Analysis
Volatility
EQIN typically exhibits moderate volatility, generally lower than the broad S&P 500 due to its defensive, income-focused holdings.
Market Risk
The fund is subject to systematic market risk; dividend payers are not immune to macroeconomic downturns or broad equity market declines.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 75 | Large-cap stocks typically offer more stability and consistent dividend payouts for income-seeking portfolios. |
| Market capitalization | Mid-Cap U.S. Equities | 20 | Mid-cap exposure provides the potential for higher dividend growth and capital appreciation compared to mature large-cap holdings. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash position is maintained for liquidity and to manage day-to-day portfolio rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 24.24% | Avg. Invested days 79 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/09/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.