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Upturn AI SWOT - About
Russell Equity Income ETF (EQIN)
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Upturn Advisory Summary
10/24/2025: EQIN (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 -1.51% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.89 | 52 Weeks Range 23.38 - 58.91 | Updated Date 06/30/2025 |
52 Weeks Range 23.38 - 58.91 | Updated Date 06/30/2025 |
Upturn AI SWOT
Russell Equity Income ETF
ETF Overview
Overview
The Russell Equity Income ETF (REI) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Russell Top 200 Value Index. It focuses on large-cap value stocks with the potential for dividend income.
Reputation and Reliability
iShares is a well-established ETF provider with a strong reputation for offering diverse and reliable investment products.
Management Expertise
iShares has a dedicated management team with extensive experience in ETF management and investment strategies.
Investment Objective
Goal
To track the investment results of the Russell Top 200 Value Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Russell Top 200 Value Index.
Composition The ETF primarily holds large-cap U.S. value stocks.
Market Position
Market Share: Market share information for REI is not readily available without specific real-time market data.
Total Net Assets (AUM): 275878790.0
Competitors
Key Competitors
- SPYV
- IVE
- VTV
Competitive Landscape
The large-cap value ETF market is competitive, with several established players. REI competes with other ETFs tracking similar value indices, but it differentiates itself through its dividend focus. Advantages include a specific focus on income through large-cap value stocks. A potential disadvantage is lower AUM and trading volume compared to larger competitors, possibly leading to wider bid-ask spreads.
Financial Performance
Historical Performance: Historical performance data requires access to real-time financial databases and cannot be provided statically.
Benchmark Comparison: Benchmark comparison requires access to real-time financial databases and cannot be provided statically.
Expense Ratio: 0.20
Liquidity
Average Trading Volume
The ETF's liquidity, indicated by the average trading volume, is moderate, allowing for relatively easy trading for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, suggesting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and overall economic growth influence the performance of value stocks. Sector growth prospects within the value segment (e.g., financials, healthcare) also play a significant role. Current market conditions, including investor sentiment towards value versus growth stocks, affect the ETF.
Growth Trajectory
Growth trends and patterns of the ETF depend on the performance of its underlying holdings and the overall market environment. Changes to strategy are infrequent, as it is a passive index-tracking fund.
Moat and Competitive Advantages
Competitive Edge
REI's competitive advantage stems from its focus on dividend-paying large-cap value stocks, offering investors income potential alongside value appreciation. The ETF benefits from iShares' reputation as a reliable ETF provider. This combination makes it an attractive option for investors seeking both value and income in a single investment vehicle. The established Russell Top 200 Value Index is also a familiar index, lowering the bar for investors.
Risk Analysis
Volatility
The ETF's volatility depends on the volatility of its underlying holdings, which are typically less volatile than growth stocks.
Market Risk
Market risk includes the potential for declines in the overall stock market and specific risks associated with the sectors represented in the value index. Value stocks may underperform growth stocks during periods of strong economic growth.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking both income and capital appreciation through value stocks. This ETF is suitable for investors who want exposure to large-cap value stocks with a dividend income component.
Market Risk
This ETF is best for long-term investors and passive index followers seeking value and dividend income.
Summary
Russell Equity Income ETF (REI) tracks the Russell Top 200 Value Index, providing exposure to large-cap value stocks with a dividend focus. It is managed by iShares and offers a cost-effective way to access the value segment of the market. It is suitable for long-term investors seeking both capital appreciation and income, particularly those who are more risk-averse and prefer less volatile assets. The ETFu2019s performance is closely tied to the performance of its underlying holdings and the overall market environment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data are estimates and subject to change.
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 Russell Equity Income ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund invests at least 80% of its assets (including the amount of any borrowings for investment purposes) in income-producing (dividend-paying) equity securities of U.S. companies. The fund typically invests in common stocks.
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.