Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - 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
11/13/2026: EQIN (3-star) is a STRONG-BUY. BUY for 18 days. Simulated Profits (2.35%). Updated daily EoD!
Russell Equity Income ETF (EQIN) provides active exposure to dividend-paying US equities with a focus on income sustainability. Its core strength lies in professional management that aims to select quality firms, though it competes against much larger and lower-cost passive dividend ETFs. Investors typically use this fund to enhance portfolio income and lower volatility compared to a growth-only strategy. Key risks include market-wide equity exposure, interest rate sensitivity, and higher expense ratios compared to index-based alternatives. It is best suited for long-term income-oriented investors who value active management over passive tracking.
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 | Weak fit | This fund prioritizes dividend income and stability over aggressive capital appreciation. |
| Momentum investor | Weak fit | Active dividend strategies are rarely aligned with the high-volatility, trend-following nature of momentum investing. |
| Value investor | Strong fit | The focus on dividend-paying stocks inherently aligns with value investing principles of seeking stable, cash-flow-positive companies. |
| Dividend/Income investor | Strong fit | The primary objective of the fund is to provide a consistent and sustainable income stream for investors. |
| Low-risk investor | Mixed fit | While equity income is often seen as a stabilizer, it remains subject to market volatility and equity risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is an income-focused individual or retiree seeking a balance between dividend income and capital stability, rather than aggressive growth.
Suitability
EQIN is best suited for long-term investors looking for a core dividend income component in their portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Dividend stocks generally exhibit lower volatility than growth stocks, but remain subject to equity market fluctuations. |
| Market risk | Medium / high | The value of the holdings is susceptible to broad market downturns. |
| Concentration | Medium | Active selection may lead to sector tilts that deviate from the broader market. |
| Tracking/expense | Medium | The higher expense ratio compared to passive alternatives can drag on long-term performance. |
| Liquidity | Medium | Lower trading volumes can lead to wider spreads and higher execution costs. |
| Business/sector quality | Low | The fund explicitly targets high-quality companies with sustainable dividend practices. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
EQIN exhibits moderate volatility, generally lower than the broad S&P 500 due to the stable nature of dividend-paying companies.
Market Risk
The primary risk is systematic market decline, which affects all equity investments, combined with interest rate sensitivity impacting yield-seeking asset valuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap Equities | 85 | The fund primarily invests in established, large-cap companies that have a history of paying dividends. |
| Market capitalization | Mid-Cap Equities | 10 | Small allocations to mid-cap stocks provide potential for additional growth and yield diversification. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small liquidity buffer is maintained to manage inflows, outflows, and operational expenses. |
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 27.16% | Avg. Invested days 72 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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.