EQIN vs. ESGU ETF Comparison
Comparison of Columbia U.S. Equity Income ETF (EQIN) to iShares MSCI USA ESG Optimized ETF (ESGU)
EQIN
Columbia U.S. Equity Income ETF
EQIN Description
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 of U.S. companies. The fund typically invests in common stocks.
Grade (RS Rating)
Last Trade
$48.10
Average Daily Volume
19,204
Number of Holdings
*
98
* may have additional holdings in another (foreign) market
ESGU
iShares MSCI USA ESG Optimized ETF
ESGU Description
The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.Grade (RS Rating)
Last Trade
$131.75
Average Daily Volume
498,018
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
Performance
| Period | EQIN | ESGU |
|---|---|---|
| 30 Days | 2.61% | 3.68% |
| 60 Days | 2.38% | 4.66% |
| 90 Days | 4.67% | 7.27% |
| 12 Months | 24.83% | 33.27% |
61 Overlapping Holdings
| Symbol | Grade | Weight in EQIN | Weight in ESGU | Overlap | |
|---|---|---|---|---|---|
| ADI | D | 1.52% | 0.12% | 0.12% | |
| ADP | B | 1.78% | 0.69% | 0.69% | |
| AFL | B | 0.83% | 0.12% | 0.12% | |
| AMGN | D | 2.2% | 0.37% | 0.37% | |
| AVGO | D | 4.34% | 1.37% | 1.37% | |
| BBY | D | 0.26% | 0.16% | 0.16% | |
| BK | A | 0.85% | 0.42% | 0.42% | |
| BR | A | 0.39% | 0.45% | 0.39% | |
| CAH | B | 0.43% | 0.15% | 0.15% | |
| CAT | B | 2.73% | 0.32% | 0.32% | |
| CHRW | C | 0.19% | 0.2% | 0.19% | |
| CI | D | 1.3% | 0.28% | 0.28% | |
| CMCSA | C | 2.42% | 0.2% | 0.2% | |
| CMI | A | 0.72% | 0.46% | 0.46% | |
| CNH | A | 0.13% | 0.12% | 0.12% | |
| COP | D | 1.94% | 0.36% | 0.36% | |
| CVX | B | 4.32% | 0.61% | 0.61% | |
| DE | B | 1.52% | 0.22% | 0.22% | |
| DGX | B | 0.26% | 0.14% | 0.14% | |
| ED | D | 0.49% | 0.09% | 0.09% | |
| EIX | A | 0.48% | 0.11% | 0.11% | |
| ES | D | 0.33% | 0.1% | 0.1% | |
| EXPD | C | 0.25% | 0.25% | 0.25% | |
| FBIN | D | 0.13% | 0.1% | 0.1% | |
| GIS | D | 0.51% | 0.35% | 0.35% | |
| HD | A | 4.92% | 1.02% | 1.02% | |
| HIG | B | 0.51% | 0.26% | 0.26% | |
| HII | F | 0.11% | 0.07% | 0.07% | |
| HPE | B | 0.41% | 0.17% | 0.17% | |
| HUBB | B | 0.35% | 0.11% | 0.11% | |
| IBM | C | 2.81% | 0.52% | 0.52% | |
| IEX | B | 0.25% | 0.11% | 0.11% | |
| IP | B | 0.29% | 0.11% | 0.11% | |
| JCI | C | 0.82% | 0.18% | 0.18% | |
| K | A | 0.34% | 0.48% | 0.34% | |
| KDP | D | 0.48% | 0.09% | 0.09% | |
| KO | D | 3.88% | 0.85% | 0.85% | |
| KR | A | 0.61% | 0.22% | 0.22% | |
| MMC | A | 1.62% | 0.17% | 0.17% | |
| NI | A | 0.24% | 0.38% | 0.24% | |
| NOC | D | 1.05% | 0.19% | 0.19% | |
| NXPI | D | 0.82% | 0.26% | 0.26% | |
| OC | B | 0.25% | 0.11% | 0.11% | |
| OVV | C | 0.17% | 0.14% | 0.14% | |
| PEG | A | 0.65% | 0.48% | 0.48% | |
| PEP | F | 3.19% | 0.38% | 0.38% | |
| PFG | C | 0.29% | 0.11% | 0.11% | |
| PPG | D | 0.42% | 0.21% | 0.21% | |
| PSX | C | 0.81% | 0.13% | 0.13% | |
| QCOM | F | 2.69% | 0.28% | 0.28% | |
| SCHW | A | 2.0% | 0.2% | 0.2% | |
| SLB | C | 0.91% | 0.1% | 0.1% | |
| T | A | 2.42% | 0.16% | 0.16% | |
| TAP | C | 0.15% | 0.19% | 0.15% | |
| TGT | F | 1.06% | 0.23% | 0.23% | |
| TSCO | C | 0.44% | 0.14% | 0.14% | |
| UNH | B | 4.43% | 0.95% | 0.95% | |
| VZ | B | 2.61% | 0.37% | 0.37% | |
| WSM | B | 0.24% | 0.13% | 0.13% | |
| WTW | B | 0.47% | 0.11% | 0.11% | |
| XOM | C | 4.42% | 0.58% | 0.58% |
EQIN Overweight 37 Positions Relative to ESGU
| Symbol | Grade | Weight | |
|---|---|---|---|
| LMT | D | 1.86% | |
| ICE | D | 1.32% | |
| MDLZ | F | 1.25% | |
| CME | A | 1.2% | |
| GD | F | 1.15% | |
| EMR | A | 1.08% | |
| WMB | B | 1.03% | |
| SRE | A | 0.86% | |
| MPC | F | 0.78% | |
| AEP | D | 0.75% | |
| AIG | B | 0.72% | |
| OXY | F | 0.68% | |
| LEN | C | 0.58% | |
| XEL | A | 0.57% | |
| CTSH | B | 0.56% | |
| STZ | D | 0.53% | |
| ETR | B | 0.47% | |
| WEC | A | 0.46% | |
| RJF | A | 0.45% | |
| STT | A | 0.42% | |
| HAL | C | 0.39% | |
| DTE | C | 0.37% | |
| AEE | A | 0.36% | |
| CDW | F | 0.35% | |
| ATO | A | 0.33% | |
| SNA | A | 0.27% | |
| AVY | D | 0.23% | |
| LNT | A | 0.23% | |
| EVRG | A | 0.21% | |
| SWKS | F | 0.2% | |
| NDSN | B | 0.2% | |
| ALLE | D | 0.18% | |
| CCK | D | 0.16% | |
| DKS | C | 0.16% | |
| FOXA | C | 0.15% | |
| AOS | D | 0.13% | |
| MOS | F | 0.12% |
EQIN Underweight 223 Positions Relative to ESGU
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -6.91% | |
| AAPL | B | -6.22% | |
| MSFT | D | -5.77% | |
| AMZN | C | -3.61% | |
| GOOG | C | -2.34% | |
| META | D | -2.19% | |
| TSLA | B | -1.78% | |
| JPM | B | -1.34% | |
| LLY | F | -1.21% | |
| GOOGL | C | -1.19% | |
| V | A | -1.05% | |
| MA | B | -0.95% | |
| COST | B | -0.79% | |
| CRM | B | -0.72% | |
| TXN | D | -0.7% | |
| PG | A | -0.69% | |
| NOW | B | -0.66% | |
| BAC | A | -0.65% | |
| JNJ | D | -0.62% | |
| INTU | C | -0.61% | |
| NFLX | B | -0.6% | |
| ORCL | C | -0.59% | |
| ADBE | C | -0.56% | |
| MS | B | -0.54% | |
| PRU | A | -0.54% | |
| GILD | B | -0.48% | |
| MRK | F | -0.47% | |
| TT | B | -0.47% | |
| DIS | B | -0.47% | |
| SPGI | C | -0.47% | |
| CSCO | A | -0.47% | |
| AMAT | F | -0.46% | |
| GE | D | -0.45% | |
| AXP | A | -0.44% | |
| AMD | F | -0.44% | |
| ACN | B | -0.43% | |
| PGR | A | -0.42% | |
| RTX | D | -0.42% | |
| BRK.A | B | -0.41% | |
| ABBV | D | -0.41% | |
| NEE | D | -0.41% | |
| ECL | D | -0.4% | |
| GS | B | -0.4% | |
| LOW | C | -0.39% | |
| OKE | C | -0.39% | |
| CRH | A | -0.39% | |
| HON | B | -0.39% | |
| GWW | A | -0.37% | |
| ADSK | B | -0.37% | |
| PNC | A | -0.36% | |
| ZTS | D | -0.34% | |
| ELV | F | -0.34% | |
| BKNG | B | -0.34% | |
| C | A | -0.34% | |
| LIN | D | -0.34% | |
| ISRG | C | -0.33% | |
| EQIX | A | -0.33% | |
| HES | C | -0.32% | |
| MCK | C | -0.32% | |
| VRTX | D | -0.32% | |
| PNR | B | -0.32% | |
| MMM | D | -0.32% | |
| KMI | B | -0.32% | |
| MCD | D | -0.31% | |
| MET | A | -0.31% | |
| AMT | D | -0.31% | |
| DHR | D | -0.31% | |
| CCI | D | -0.31% | |
| MCO | A | -0.3% | |
| LRCX | F | -0.29% | |
| INTC | C | -0.29% | |
| UNP | C | -0.29% | |
| TRGP | B | -0.28% | |
| PANW | C | -0.27% | |
| CLX | C | -0.26% | |
| EW | C | -0.25% | |
| FLUT | A | -0.25% | |
| SBUX | B | -0.24% | |
| WELL | C | -0.24% | |
| DFS | B | -0.24% | |
| PFE | D | -0.24% | |
| IDXX | F | -0.23% | |
| DAL | B | -0.23% | |
| LKQ | D | -0.23% | |
| UBER | D | -0.23% | |
| DLR | A | -0.23% | |
| CDNS | B | -0.22% | |
| AXON | B | -0.22% | |
| XYL | D | -0.22% | |
| COR | C | -0.22% | |
| SYF | A | -0.22% | |
| CHD | B | -0.21% | |
| TRV | B | -0.21% | |
| SNPS | B | -0.21% | |
| ANSS | B | -0.21% | |
| LNG | B | -0.2% | |
| FERG | B | -0.2% | |
| DECK | A | -0.2% | |
| KEYS | B | -0.2% | |
| TMO | F | -0.2% | |
| ANET | C | -0.2% | |
| NDAQ | A | -0.2% | |
| VLTO | C | -0.19% | |
| ETN | A | -0.19% | |
| CBRE | B | -0.18% | |
| BG | F | -0.18% | |
| CMS | C | -0.18% | |
| MU | D | -0.18% | |
| EA | C | -0.17% | |
| HBAN | B | -0.17% | |
| GEV | C | -0.17% | |
| COO | D | -0.17% | |
| MELI | C | -0.17% | |
| CARR | C | -0.17% | |
| USB | A | -0.17% | |
| WAT | B | -0.17% | |
| WDAY | C | -0.17% | |
| BMY | B | -0.17% | |
| FDS | B | -0.16% | |
| UPS | C | -0.16% | |
| MRVL | B | -0.16% | |
| IT | C | -0.16% | |
| EXC | D | -0.16% | |
| KHC | D | -0.16% | |
| TEAM | B | -0.15% | |
| NEM | F | -0.15% | |
| BKR | C | -0.15% | |
| STE | F | -0.15% | |
| TWLO | B | -0.15% | |
| IRM | C | -0.15% | |
| PTC | A | -0.15% | |
| D | C | -0.15% | |
| REGN | F | -0.15% | |
| KMB | C | -0.15% | |
| FTV | B | -0.14% | |
| RCL | B | -0.14% | |
| PYPL | A | -0.14% | |
| WFC | A | -0.13% | |
| CMG | B | -0.13% | |
| FIS | D | -0.13% | |
| EME | B | -0.13% | |
| TFC | B | -0.13% | |
| LII | A | -0.13% | |
| HUBS | B | -0.13% | |
| J | F | -0.13% | |
| SBAC | D | -0.13% | |
| PLD | D | -0.13% | |
| HCA | F | -0.13% | |
| URI | B | -0.13% | |
| LULU | C | -0.12% | |
| NUE | D | -0.12% | |
| BLK | C | -0.12% | |
| NTRS | A | -0.12% | |
| AIZ | B | -0.12% | |
| TRMB | B | -0.12% | |
| ACGL | D | -0.12% | |
| EQT | B | -0.12% | |
| IQV | F | -0.12% | |
| FICO | B | -0.12% | |
| FI | A | -0.12% | |
| COF | B | -0.12% | |
| KKR | B | -0.12% | |
| FDX | B | -0.11% | |
| GDDY | B | -0.11% | |
| SYK | C | -0.11% | |
| IR | A | -0.11% | |
| PAYX | B | -0.11% | |
| HLT | A | -0.11% | |
| VEEV | B | -0.11% | |
| HWM | B | -0.11% | |
| AJG | A | -0.11% | |
| CEG | D | -0.11% | |
| DELL | C | -0.11% | |
| STLD | B | -0.11% | |
| A | D | -0.11% | |
| PWR | A | -0.11% | |
| FOX | B | -0.11% | |
| MKC | D | -0.1% | |
| HOLX | D | -0.1% | |
| JNPR | F | -0.1% | |
| ZBH | C | -0.1% | |
| MRO | B | -0.1% | |
| PHM | C | -0.1% | |
| POOL | C | -0.1% | |
| DXCM | C | -0.1% | |
| LH | B | -0.1% | |
| WST | C | -0.1% | |
| HPQ | B | -0.1% | |
| LDOS | D | -0.1% | |
| ODFL | B | -0.1% | |
| WY | D | -0.1% | |
| JBHT | C | -0.1% | |
| DVA | B | -0.1% | |
| MDB | C | -0.1% | |
| DHI | D | -0.09% | |
| HRL | D | -0.09% | |
| ADM | F | -0.09% | |
| CL | D | -0.09% | |
| AKAM | F | -0.09% | |
| FANG | F | -0.09% | |
| STX | D | -0.09% | |
| SNOW | C | -0.09% | |
| BALL | D | -0.09% | |
| WDC | C | -0.09% | |
| WTRG | B | -0.09% | |
| SYY | C | -0.09% | |
| ULTA | F | -0.09% | |
| PARA | C | -0.09% | |
| VLO | C | -0.09% | |
| TFX | F | -0.08% | |
| AVTR | F | -0.08% | |
| MTD | F | -0.08% | |
| ALNY | D | -0.08% | |
| MOH | F | -0.08% | |
| FSLR | F | -0.08% | |
| IPG | C | -0.08% | |
| IFF | D | -0.08% | |
| NTAP | C | -0.08% | |
| CPB | D | -0.08% | |
| CNC | F | -0.07% | |
| BIIB | F | -0.07% | |
| DLTR | D | -0.06% | |
| MRNA | F | -0.04% |
EQIN: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Diversified Industrials
Semiconductors
Aerospace & Defense
Specialty Retail
Beverages - Soft Drinks
Farm & Construction Equipment
Information Technology Services
Oil & Gas E&P
Utilities - Diversified
Asset Management
Business Services
Capital Markets
Financial Data & Stock Exchanges
Health Care Plans
Insurance - Diversified
Insurance - Life
Insurance Brokers
Integrated Shipping & Logistics
Oil & Gas Equipment & Services
ESGU: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Drug Manufacturers - Major
Semiconductors
Diversified Industrials
Credit Services
Business Services
Capital Markets
Medical Instruments & Supplies
Oil & Gas E&P
Packaged Foods
Specialty Retail
Health Care Plans
Household & Personal Products
Integrated Shipping & Logistics
Specialty Chemicals
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Banks - Global
Compare ETFs
