EQIN: A Good Value ETF, But Value Still Is Out Of Style

(6min)

Summary

  • Columbia U.S. Equity Income ETF is an actively managed ETF with a 100-stock portfolio, focusing on large-cap value and ESG characteristics.
  • EQIN is diversified, well-balanced across sectors and doesn’t sacrifice growth for value.
  • Despite lagging the S&P 500 since inception, EQIN has outperformed its largest competitors in the large-cap value category.
  • The fund's value investing style has lagged for a decade, but EQIN remains a solid choice for large-cap value exposure.
  • Quantitative Risk & Value members get exclusive access to our real-world portfolio. See all our investments here »

Wooden seesaw scale empty on wooden sphere on wood table with wording VALUE and PRICE balancing

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EQIN strategy

Columbia U.S. Equity Income ETF (NYSEARCA:EQIN) is an actively managed ETF launched on 6/13/2016. It has a portfolio of 100 stocks, a 30-day SEC yield of 2.24%, and an expense ratio of 0.35%.

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This article was written by

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Fred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010.

Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds. Learn more.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of CVX, KO, XOM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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