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Upturn AI SWOT - About
Columbia International Equity Income ETF (INEQ)
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Upturn Advisory Summary
10/24/2025: INEQ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 14.49% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.92 | 52 Weeks Range 27.79 - 35.60 | Updated Date 06/30/2025 |
52 Weeks Range 27.79 - 35.60 | Updated Date 06/30/2025 |
Upturn AI SWOT
Columbia International Equity Income ETF
ETF Overview
Overview
The Columbia International Equity Income ETF (HGI) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Developed International Equity Income Index. It focuses on dividend-paying stocks in developed international markets.
Reputation and Reliability
Columbia Threadneedle Investments is a well-established global asset manager with a long history and a broad range of investment products.
Management Expertise
Columbia Threadneedle has a team of experienced investment professionals managing international equities, possessing significant expertise in global markets.
Investment Objective
Goal
To seek investment results that closely correspond to the performance of the Developed International Equity Income Index.
Investment Approach and Strategy
Strategy: Tracks the Developed International Equity Income Index, which selects dividend-paying stocks from developed international markets.
Composition Primarily holds dividend-paying stocks from developed international countries outside of the United States.
Market Position
Market Share: HGI has a relatively small market share compared to larger international equity income ETFs.
Total Net Assets (AUM): 119800000
Competitors
Key Competitors
- VYMI
- SCHF
- IDV
Competitive Landscape
The international equity income ETF market is highly competitive, with several large players. HGI's competitive edge lies in its specific index and focus, while its disadvantage is its smaller size compared to competitors like VYMI and SCHF which are well-known and have larger AUM.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Access to performance data via financial data providers is recommended.
Benchmark Comparison: Comparison with Developed International Equity Income Index is necessary to gauge effectiveness. Access to performance data via financial data providers is recommended.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF's liquidity is moderate, with average daily trading volumes fluctuating based on market conditions.
Bid-Ask Spread
The bid-ask spread is typically reasonable but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Global economic conditions, interest rate policies of international central banks, and geopolitical events can affect HGI's performance.
Growth Trajectory
The growth trajectory depends on the performance of international equity markets and the continued demand for dividend-focused investment strategies. There may be adjustments made to the tracked index that affects holdings.
Moat and Competitive Advantages
Competitive Edge
HGI's competitive edge resides in its specific focus on dividend-paying stocks in developed international markets, potentially appealing to income-seeking investors. Its affiliation with Columbia Threadneedle Investments provides credibility. However, it faces stiff competition from larger ETFs with more established track records and lower expense ratios. The ETF's relatively smaller AUM could present liquidity risks compared to its larger peers.
Risk Analysis
Volatility
HGI's volatility is expected to be similar to that of developed international equity markets.
Market Risk
The ETF is exposed to market risk associated with international equities, including currency fluctuations, political instability, and economic downturns.
Investor Profile
Ideal Investor Profile
Suitable for income-seeking investors looking for exposure to international dividend-paying stocks within developed markets. Good for those who want to diversify beyond US dividend stocks.
Market Risk
Suitable for long-term investors seeking income and diversification within their portfolio. Not suitable for active traders seeking quick profits.
Summary
The Columbia International Equity Income ETF (HGI) aims to track the performance of dividend-paying stocks in developed international markets. While it benefits from the reputation of Columbia Threadneedle Investments, it competes with larger, more liquid ETFs. Its relatively small size may present liquidity risks. HGI is best suited for long-term, income-seeking investors willing to accept the risks associated with international equities. Investors should carefully consider its expense ratio and track its performance against its benchmark index.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Columbia Threadneedle Investments Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share percentages are estimates and may vary. Performance data and other information are based on available data and are 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 Columbia International 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. The fund typically invests in common stocks and depository receipts.
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