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Columbia International ESG Equity Income ETF

ESGN
$--
Today’s Change
-- (--)

Snapshot
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Inception Date
Jun 13 2016
Expense Ratio
0.45%
Type
Global Ex. US Equity Income
Fund Owner
Columbia Management
Volume (1m avg. daily)
$3,809
AUM
$6,851,591
Associated Index
Beta Advantage International ESG Equity Income Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
No
Prospectus

Top 10 Holdings

TTE
TotalEnergies SE
4.67%
BP.
BP plc
4.66%
SHEL
Shell Plc
4.64%
SAP
Sap SE
4.32%
SIE
Siemens AG - Registered Shares
4.20%
8316
Sumitomo Mitsui Financial Group Inc
3.06%
MBG
Mercedes-Benz Group AG
2.86%
8058
Mitsubishi Corporation
2.72%
6501
Hitachi Ltd.
2.71%
8031
Mitsui & Co. Ltd
2.35%
Invest with ESGN

What is ESGN?

This fund seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage International ESG Equity Income Index. The Beta Advantage International ESG Equity Income Index aims to provide exposures to companies which can offer reliable equity income, attractive total return potential, and includes companies with favorable ESG Materiality (ESGM) ratings based on Columbia Threadneedle's proprietary ESG Materiality (ESGM) Ratings.

ETFs related toESGN

ETFs correlated to ESGN include MFDX, AVDE, DFAI

ESGN
Columbia ETF Trust I - Columbia International ESG Equity Income ETF
MFDX
Pimco Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
AVDE
American Century ETF Trust - Avantis International Equity ETF
DFAI
Dimensional ETF Trust - Dimensional International Core Equity Market ETF
FNDF
Schwab Strategic Trust - Schwab Fundamental International Large Company Index ETF
DFIC
Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
BKIE
BNY Mellon ETF Trust - BNY Mellon International Equity ETF
GSID
Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF
IDEV
iShares Trust - iShares Core MSCI International Developed Markets ETF
DIVI
Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
IEFA
BlackRock Institutional Trust Company N.A. - iShares Core MSCI EAFE ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

FAQ

ESGN is a Global Ex. US Equity Income ETF. This fund seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage International ESG Equity Income Index. The Beta Advantage International ESG Equity Income Index aims to provide exposures to companies which can offer reliable equity income, attractive total return potential, and includes companies with favorable ESG Materiality (ESGM) ratings based on Columbia Threadneedle's proprietary ESG Materiality (ESGM) Ratings.

ESGN tracks the Beta Advantage International ESG Equity Income Index.

No, ESGN is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, ESGN is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on ESGN is 0.0222%. This is the percent change in the value of ESGN over the most recent 1-month period. The 3-month return on ESGN is 0.0163%. This is the percent change in the value of ESGN over the most recent 3-month period.

The standard deviation of ESGN for the past year is 0.1682%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to ESGN include PBW, IGF, and ARKK.

ETFs correlated to ESGN include MFDX, AVDE, and DFAI.

ETFs that are inversely correlated to ESGN include EFZ, EPV, and SH.

Disclaimers

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We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.