ESGSColumbia U.S. Equity Income ETF

Grow my money Get income#684 of 1640 for Get income

Seeks investment results that closely correspond to the performance of the Beta Advantage U.S. ESG Equity Income Index.

Columbia Threadneedle · Since 2016 (9 years)

Annual Cost

0.35%

#1517 out of 5,332 ETFs

Fund Size

$57M

#3229 out of 5,332 ETFs

Dividend Yield

2.13%

Track Record

9 years

#1457 out of 5,332 ETFs

Performance

1 Year

+18.8%

3 Years

+14.0%

5 Years

+10.3%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Cap

multi cap

Factor

dividend

Focus

ESG

Asset allocation

Stocks

99.7%

Bonds

0.3%

Sector breakdown

Energy

16.4%

Financial Services

15.3%

Technology

14.5%

Industrials

13.7%

Consumer Defensive

11.1%

Healthcare

8.7%

Communication

6.9%

Consumer Cyclical

6.6%

Other

6.8%

Top holdings

Bank of America CorpBAC4.6%

Exxon Mobil CorpXOM4.5%

The Home Depot IncHD4.4%

Chevron CorpCVX4.4%

Broadcom IncAVGO4.3%

UnitedHealth Group IncUNH4.3%

Coca-Cola CoKO3.9%

PepsiCo IncPEP3.5%

Qualcomm IncQCOM3.3%

Verizon Communications IncVZ2.5%

Risk profile

Volatility (1Y)

10.7%

Moderate

Max drawdown

-42.2%

Worst peak-to-trough loss

Sharpe (3Y)

0.84

Decent risk-adjusted returns

Sortino (3Y)

1.24

Good downside protection

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Grow my money

INEQ