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Upturn AI SWOT - About
Columbia Sustainable International Equity Income ETF (ESGN)
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Upturn Advisory Summary
04/01/2025: ESGN (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.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 19.05% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 3654 | Beta 0.9 | 52 Weeks Range 28.78 - 33.56 | Updated Date 04/2/2025 |
52 Weeks Range 28.78 - 33.56 | Updated Date 04/2/2025 |
Upturn AI SWOT
Columbia Sustainable International Equity Income ETF
ETF Overview
Overview
The Columbia Sustainable International Equity Income ETF (ESGS) seeks to provide current income and long-term capital appreciation by investing in dividend-paying international equities that meet certain sustainability criteria.
Reputation and Reliability
Columbia Threadneedle Investments is a well-established global asset manager with a long history and a generally good reputation.
Management Expertise
The management team possesses significant experience in international equity investing and sustainable investment strategies.
Investment Objective
Goal
To provide current income and long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF invests in international equity securities that pay dividends and meet specific environmental, social, and governance (ESG) criteria. It uses a rules-based approach to screen for sustainable companies.
Composition Primarily composed of international dividend-paying stocks. ESG factors play a key role in stock selection.
Market Position
Market Share: ESGS has a relatively small market share within the international dividend ETF category.
Total Net Assets (AUM): 47610000
Competitors
Key Competitors
- VYMI
- SCHF
- IDV
- EFV
Competitive Landscape
The international dividend ETF market is highly competitive, with several large and well-established funds. ESGS distinguishes itself through its sustainable investing approach, but it faces competition from larger funds with lower expense ratios and greater liquidity. ESGS's advantage is its ESG focus; its disadvantage is its smaller AUM and potentially lower liquidity compared to the larger competitors.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers. Data is unavailable at the time of generation.
Benchmark Comparison: Benchmark comparison data unavailable at the time of generation.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average trading volume for ESGS is relatively low, which may impact trade execution costs.
Bid-Ask Spread
The bid-ask spread can vary but is typically wider than more heavily traded ETFs, reflecting lower liquidity.
Market Dynamics
Market Environment Factors
Economic indicators in developed and emerging international markets, sector growth prospects, interest rates, currency fluctuations, and geopolitical events all influence ESGS's performance.
Growth Trajectory
Growth depends on investor demand for sustainable investments and the performance of international dividend-paying equities. Changes to strategy and holdings are publicly disclosed in fund documents.
Moat and Competitive Advantages
Competitive Edge
ESGS's competitive advantage lies in its combination of international equity income and sustainable investing. The fund appeals to investors who want to generate income while aligning their investments with their values. The rules-based screening process for ESG factors provides a structured approach to sustainable investing. The focus on dividend-paying stocks provides a potential cushion during market downturns. However, a smaller fund size and a relatively high expense ratio can be considered limitations.
Risk Analysis
Volatility
Volatility is dependent on the underlying equities and market conditions.
Market Risk
Specific risks include international market risk (currency fluctuations, political instability), sector concentration risk, and risks associated with sustainable investing criteria potentially limiting investment opportunities.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking a combination of income and long-term growth from international equities, with a preference for sustainable investing.
Market Risk
Suitable for long-term investors seeking income and diversification, and potentially for active traders with a focus on sustainable investments, noting the liquidity consideration.
Summary
The Columbia Sustainable International Equity Income ETF (ESGS) provides exposure to international dividend-paying stocks that meet sustainability criteria. While its ESG focus differentiates it, ESGS faces competition from larger funds. Its smaller size and higher expense ratio may be drawbacks. It is suitable for long-term investors with a preference for sustainable investing and income generation. Thorough research is necessary before investing due to market risks and potential volatility.
Similar Companies
SCHF
Schwab International Equity ETF
SCHF
Schwab International Equity ETF
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
VYMI
Vanguard International High Dividend Yield Index Fund ETF Shares
VYMI
Vanguard International High Dividend Yield Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Columbia Threadneedle Investments Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is 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 Sustainable 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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