INEQ
+1.63 · +4.39%
$38.76 · NYSE ARCA

Columbia International Equity Income ETF (INEQ) ETF Analysis | Foreign Large Value

Columbia Threadneedle · USA
AUM:$77.6M
#– of – in Foreign Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 43.7% over the past year, reflecting strong price momentum.

What is INEQ?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
INEQ delivered 43.7% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Concentration
Top 10 holdings make up 39.6% of the ETF — a moderate level of name concentration.
Income Component
Current yield of 2.37% — modest income alongside capital growth potential.
ETF Information
AUM$77.6M
Expense Ratio0.00%
Dividend Yield2.37%
Holdings50
Inception DateJun 2016
Domicile–
Distribution–
Index–
ProviderColumbia Threadneedle
Beta0.82
CategoryForeign Large Value
CurrencyUSD
Portfolio Impact

How would INEQ affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+1.3%
1Y
+22.0%
3Y
+76.4%
5Y
+87.2%
OpenBook InsightIf you had invested £10,000 in INEQ 5 years ago, it would have grown to £18,718 — a gain of £8,718.

Annual Returns

Calendar year performance

INEQ delivered positive returns in 4 of the last 5 calendar years.
YearINEQ
2026 YTD+12.6%
2025+40.2%
2024+6.9%
2023+20.4%
2022-6.3%
CAGR 4yr+14.0%
4/5 positive yearsAvg return: +14.8%Worst year: -6.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
11.1%
Low
Momentum
+6.0%
30-day change
Support Level
41.14
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.