EQIN vs. NUDV ETF Comparison

Comparison of Columbia U.S. Equity Income ETF (EQIN) to Nuveen ESG Dividend ETF (NUDV)

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

$47.81

Average Daily Volume

19,049

Number of Holdings ^*

* may have additional holdings in another (foreign) market

NUDV

Nuveen ESG Dividend ETF

NUDV Description

Nuveen ESG Dividend ETF is an exchange traded fund launched and managed by Nuveen Fund Advisors, LLC. The fund is co-managed by Teachers Advisors, LLC. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in dividend paying stocks of companies. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It does not invest in companies related to alcohol production, tobacco production, nuclear power, gambling, and weapons and firearm production. The fund replicates the performance of the TIAA ESG USA High Dividend Index, by using full replication technique. Nuveen ESG Dividend ETF was formed on September 27, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$30.58

Average Daily Volume

6,880

Number of Holdings ^*

120

* may have additional holdings in another (foreign) market

Performance

Period	EQIN	NUDV
30 Days	1.23%	2.76%
60 Days	1.64%	3.76%
90 Days	4.11%	6.72%
12 Months	24.23%	31.22%

42 Overlapping Holdings

Symbol	Grade	Weight in EQIN	Weight in NUDV	Overlap
ADP	B	1.78%	1.58%	1.58%
AFL	B	0.83%	1.16%	0.83%
ALLE	D	0.18%	0.24%	0.18%
AMGN	D	2.2%	1.34%	1.34%
ATO	A	0.33%	0.43%	0.33%
AVY	D	0.23%	0.31%	0.23%
BBY	D	0.26%	0.35%	0.26%
BK	A	0.85%	1.12%	0.85%
BR	A	0.39%	0.52%	0.39%
CAH	B	0.43%	0.57%	0.43%
CAT	B	2.73%	1.68%	1.68%
CHRW	C	0.19%	0.25%	0.19%
CI	F	1.3%	1.3%	1.3%
CMCSA	B	2.42%	1.6%	1.6%
CMI	A	0.72%	0.96%	0.72%
CNH	C	0.13%	0.2%	0.13%
DE	A	1.52%	1.49%	1.49%
DGX	A	0.26%	0.35%	0.26%
DKS	C	0.16%	0.22%	0.16%
ED	D	0.49%	0.66%	0.49%
ES	D	0.33%	0.42%	0.33%
HD	A	4.92%	2.06%	2.06%
HIG	B	0.51%	0.68%	0.51%
HPE	B	0.41%	0.53%	0.41%
IBM	C	2.81%	1.68%	1.68%
IEX	B	0.25%	0.33%	0.25%
JCI	C	0.82%	1.09%	0.82%
K	A	0.34%	0.43%	0.34%
KDP	D	0.48%	0.67%	0.48%
KO	D	3.88%	1.58%	1.58%
KR	B	0.61%	0.77%	0.61%
MMC	B	1.62%	1.39%	1.39%
NXPI	D	0.82%	1.09%	0.82%
OC	A	0.25%	0.33%	0.25%
PEP	F	3.19%	1.49%	1.49%
PFG	D	0.29%	0.38%	0.29%
PPG	F	0.42%	0.55%	0.42%
STT	A	0.42%	0.55%	0.42%
TGT	F	1.06%	1.09%	1.06%
TSCO	D	0.44%	0.56%	0.44%
VZ	C	2.61%	1.57%	1.57%
WSM	B	0.24%	0.44%	0.24%

EQIN Overweight 56 Positions Relative to NUDV

Symbol	Grade	Weight
UNH	C	4.43%
XOM	B	4.42%
AVGO	D	4.34%
CVX	A	4.32%
QCOM	F	2.69%
T	A	2.42%
SCHW	B	2.0%
COP	C	1.94%
LMT	D	1.86%
ADI	D	1.52%
ICE	C	1.32%
MDLZ	F	1.25%
CME	A	1.2%
GD	F	1.15%
EMR	A	1.08%
NOC	D	1.05%
WMB	A	1.03%
SLB	C	0.91%
SRE	A	0.86%
PSX	C	0.81%
MPC	D	0.78%
AEP	D	0.75%
AIG	B	0.72%
OXY	D	0.68%
PEG	A	0.65%
LEN	D	0.58%
XEL	A	0.57%
CTSH	B	0.56%
STZ	D	0.53%
GIS	D	0.51%
EIX	B	0.48%
WTW	B	0.47%
ETR	B	0.47%
WEC	A	0.46%
RJF	A	0.45%
HAL	C	0.39%
DTE	C	0.37%
AEE	A	0.36%
CDW	F	0.35%
HUBB	B	0.35%
IP	B	0.29%
SNA	A	0.27%
EXPD	D	0.25%
NI	A	0.24%
LNT	A	0.23%
EVRG	A	0.21%
SWKS	F	0.2%
NDSN	B	0.2%
OVV	B	0.17%
CCK	C	0.16%
FOXA	B	0.15%
TAP	C	0.15%
AOS	F	0.13%
FBIN	D	0.13%
MOS	F	0.12%
HII	D	0.11%

EQIN Underweight 78 Positions Relative to NUDV

Symbol	Grade	Weight
BAC	A	-2.04%
MS	A	-1.86%
JNJ	D	-1.85%
CSCO	B	-1.81%
GS	A	-1.75%
BMY	B	-1.63%
GILD	C	-1.62%
LOW	D	-1.59%
C	A	-1.58%
INTC	D	-1.56%
WELL	A	-1.56%
PNC	B	-1.55%
USB	A	-1.53%
TXN	C	-1.51%
MRK	F	-1.48%
EQIX	A	-1.48%
ITW	B	-1.45%
UPS	C	-1.4%
COF	B	-1.34%
MMM	D	-1.32%
PFE	D	-1.3%
FDX	B	-1.3%
OKE	A	-1.28%
AMT	D	-1.27%
CL	D	-1.22%
TRV	B	-1.14%
PSA	D	-1.02%
NEM	D	-0.97%
MET	A	-0.97%
FIS	C	-0.93%
KMB	D	-0.89%
PAYX	C	-0.89%
CCI	D	-0.88%
PRU	A	-0.87%
BKR	B	-0.86%
DFS	B	-0.85%
EXC	C	-0.75%
HPQ	B	-0.7%
IRM	D	-0.66%
AVB	B	-0.63%
FITB	A	-0.62%
ROK	B	-0.62%
AWK	D	-0.52%
ADM	D	-0.51%
NTAP	C	-0.5%
SYF	B	-0.49%
RF	A	-0.47%
SBAC	D	-0.46%
IFF	D	-0.44%
NTRS	A	-0.43%
STLD	B	-0.42%
CLX	B	-0.41%
MKC	D	-0.38%
STX	D	-0.38%
KHC	F	-0.38%
TFC	A	-0.35%
DOC	D	-0.29%
EQH	B	-0.29%
POOL	C	-0.27%
CAG	D	-0.25%
HBAN	A	-0.25%
REG	B	-0.25%
BG	F	-0.24%
BXP	D	-0.23%
AIZ	A	-0.22%
JNPR	F	-0.22%
IPG	D	-0.21%
LW	C	-0.21%
WTRG	B	-0.2%
ALLY	C	-0.19%
LKQ	D	-0.19%
HRL	D	-0.18%
TTC	D	-0.17%
CPB	D	-0.17%
BBWI	D	-0.13%
DINO	D	-0.13%
FOX	A	-0.12%
PARA	C	-0.12%