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Upturn AI SWOT - About
Columbia Sustainable U.S. Equity Income ETF (ESGS)
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Upturn Advisory Summary
08/13/2025: ESGS (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 3.83% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.84 | 52 Weeks Range 40.52 - 48.28 | Updated Date 06/29/2025 |
52 Weeks Range 40.52 - 48.28 | Updated Date 06/29/2025 |
Upturn AI SWOT
Columbia Sustainable U.S. Equity Income ETF
ETF Overview
Overview
The Columbia Sustainable U.S. Equity Income ETF (ESGS) seeks to provide investment results that, before fees and expenses, correspond to the performance of the Beta Advantageu00ae Sustainable U.S. Equity Income Index. It focuses on U.S. equity income stocks with sustainable characteristics.
Reputation and Reliability
Columbia Threadneedle Investments is a well-established global asset manager with a long history and a reputation for providing a range of investment solutions.
Management Expertise
The management team consists of experienced professionals with expertise in equity income investing and sustainable investing.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond to the performance of the Beta Advantageu00ae Sustainable U.S. Equity Income Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Beta Advantageu00ae Sustainable U.S. Equity Income Index.
Composition The ETF holds a portfolio of U.S. equity securities selected based on income and sustainability criteria.
Market Position
Market Share: Data not reliably available at this time.
Total Net Assets (AUM): 161000000
Competitors
Key Competitors
- SCHD
- VYM
- DVY
Competitive Landscape
The equity income ETF market is highly competitive, with several large players. ESGS differentiates itself by incorporating sustainability criteria. However, it faces stiff competition from larger, more established funds like SCHD, VYM, and DVY, which have lower expense ratios and higher AUM. ESGS's sustainability focus may attract investors who prioritize ESG factors, but its smaller size and potentially higher expense ratio may be a disadvantage compared to its competitors.
Financial Performance
Historical Performance: Historical performance data varies; refer to official fund documents for accurate figures.
Benchmark Comparison: Refer to official fund documents for benchmark comparison.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF's liquidity, indicated by its average trading volume, is moderate and typically adequate for most investors.
Bid-Ask Spread
The bid-ask spread is typically narrow but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment towards sustainable investing can all affect ESGS.
Growth Trajectory
Growth depends on investor demand for sustainable equity income strategies and the ETF's ability to track its index effectively.
Moat and Competitive Advantages
Competitive Edge
ESGS's competitive advantage lies in its combination of equity income and sustainable investing. It targets investors who seek both dividend income and ESG considerations. Its index focuses on U.S. companies with strong dividend yields and positive environmental, social, and governance (ESG) characteristics. This dual focus differentiates it from traditional equity income ETFs that do not explicitly incorporate sustainability factors. The ETF benefits from the growing trend of sustainable investing.
Risk Analysis
Volatility
Volatility is typical of equity investments, influenced by market conditions and sector-specific factors.
Market Risk
Market risk includes declines in the overall stock market, sector-specific risks associated with the underlying holdings, and potential underperformance relative to its benchmark.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking a combination of income and sustainable investment exposure. This could include individuals, advisors, or institutions looking for ESG-aligned portfolios.
Market Risk
The ETF is suitable for long-term investors seeking income and growth with a focus on sustainability.
Summary
Columbia Sustainable U.S. Equity Income ETF (ESGS) offers exposure to U.S. equity income stocks with sustainable characteristics. It tracks the Beta Advantageu00ae Sustainable U.S. Equity Income Index and provides a blend of dividend income and ESG considerations. While it faces competition from larger equity income ETFs, its focus on sustainability offers a differentiating factor. The ETF is suitable for long-term investors who prioritize both income and ESG factors in their investment strategy, bearing typical market risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Columbia Threadneedle Investments Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.
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 Sustainable U.S. 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.
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