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INEQColumbia International Equity Income ETF

Grow my moneyGet income10y track recordRanked #785 of 1,622 in this goal

Seeks total return, consisting of current income and capital appreciation.

By Columbia Threadneedle · Launched 2016

Annual Cost

0.45%

#2,223 of 5,562 · average

Fund Size

$81M

#3,139 of 5,562 · mid-size

Return (1Y)Goal

+25.2%

Track Record

10 years

#1,437 of 5,562 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,503+25.0%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Factor

Dividend

What it actually holds

By weight

Concentration

Top 10 holdings = 39.5% of fundwell diversified

Novartis AG
4.8%
TotalEnergies SE
4.8%
Siemens AG
4.5%
UniCredit SpA
4.4%
Shell PLC
4.2%
Deutsche Telekom AG
4.1%
GSK PLC
3.5%
DBS Group Holdings Ltd
3.3%
Mitsubishi Corp
3.2%
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen
2.8%

Asset allocation

Stocks
98.2%
Other
1.1%
Cash
0.7%

By sector

Financial Services
23.2%
Industrials
13.3%
Energy
12.1%
Healthcare
12.0%
Basic Materials
11.4%
Communication
7.8%
Technology
5.6%
Consumer Cyclical
5.4%
Other
9.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.7%Moderate

Year-on-year price swings

Max drawdown
-40.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.01Strong risk-adjusted returns
Sortino (3Y)
1.46Good downside protection

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return, consisting of current income and capital appreciation.
Strategy
Invests primarily in dividend-paying equity securities, focusing on foreign large- and mid-cap companies. Applies a rules-based framework to select securities based on dividend metrics, typically holding 100 securities with quarterly evaluations and sector representation.
Inception date
June 13, 2016
Fund family
Columbia Threadneedle

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Data updated on 2026-06-19