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Upturn AI SWOT - About
Columbia Sustainable U.S. Equity Income ETF (ESGS)
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Upturn Advisory Summary
10/24/2025: 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 10/24/2025 |
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 current income and long-term capital appreciation by investing in U.S. companies with sustainable business practices.
Reputation and Reliability
Columbia Threadneedle Investments is a well-established global asset manager with a long track record.
Management Expertise
Columbia Threadneedle has a dedicated team of investment professionals with expertise in sustainable investing.
Investment Objective
Goal
Seeks current income and long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF focuses on equity income stocks screened for sustainability metrics.
Composition Primarily holds U.S. equities, with a focus on companies exhibiting strong environmental, social, and governance (ESG) practices.
Market Position
Market Share: Market share is relatively small compared to larger, more established equity income ETFs.
Total Net Assets (AUM): 473954000
Competitors
Key Competitors
- SCHD
- VYM
- DVY
- SPHD
Competitive Landscape
The equity income ETF market is highly competitive. ESGS differentiates itself through its sustainable investing focus, which may appeal to ESG-conscious investors. However, it has a smaller AUM compared to its competitors like SCHD, VYM, and DVY, which offer broader market exposure and potentially lower expense ratios.
Financial Performance
Historical Performance: Historical performance data is not directly provided here; refer to financial resources for detailed returns over different time periods. Example: [1yr: 12.5, 3yr: 8.2, 5yr: 9.7]
Benchmark Comparison: Performance should be compared against a relevant benchmark like the MSCI KLD 400 Social Index or a broad equity income index.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The average trading volume can fluctuate; however, it is generally moderate, suggesting decent liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically small but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment toward ESG investing can all impact ESGS.
Growth Trajectory
Growth is tied to the increasing interest in sustainable investing and the performance of its underlying holdings. Changes in ESG criteria or market conditions can affect its asset allocation.
Moat and Competitive Advantages
Competitive Edge
ESGS's competitive advantage lies in its specific focus on sustainable equity income, appealing to investors prioritizing ESG factors. It combines dividend income with a sustainability screen, offering a unique investment approach. The rigorous ESG screening process and focus on companies with strong ESG profiles set it apart. This approach can attract socially responsible investors seeking both income and positive environmental and social impact.
Risk Analysis
Volatility
Volatility is expected to be similar to the broader equity market, but may be influenced by sector concentrations and ESG factors.
Market Risk
Market risk stems from the inherent volatility of equities, while specific risks include ESG-related investment biases and potential underperformance compared to non-ESG-focused peers in certain market environments.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking income, long-term capital appreciation, and have a strong commitment to sustainable investing and ESG principles.
Market Risk
Suitable for long-term investors seeking a blend of income and ESG considerations. It might also suit active traders or passive index followers who wish to add an ESG tilt to their portfolio.
Summary
The Columbia Sustainable U.S. Equity Income ETF offers a unique blend of income generation and ESG considerations for investors. It invests in US companies with sustainable business practices, while aiming for current income and capital appreciation. It distinguishes itself through its sustainable investing focus but faces stiff competition from larger, non-ESG equity income ETFs. Its suitability is best for long-term investors with a commitment to ESG principles and potential positive environmental and social impact.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Columbia Threadneedle Investments Website
- ETF.com
- Morningstar.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. 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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