ESGS:ARCA-Columbia Sustainable U.S. Equity Income

ETF | Others | NYSE Arca

Last Closing

USD 28.01

Change

-0.10 (-0.37)%

Market Cap

USD 6.92M

Volume

9.30K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta AdvantageSM Sustainable U.S. Equity Income 100 Index. The fund invests at least 80% of its assets in the component securities of the index. The index, which typically holds common stocks, was constructed to provide exposure to U.S. large- and mid-cap companies that are believed to offer sustainable levels of income, as well as total return opportunity.

Inception Date: 13/06/2016

Primary Benchmark: Beta Adv Sust US Eq Inc100 GR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.35 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-10-16 )

Largest Industry Peers for Others

Symbol Name Mer Price(Change) Market Cap
SOJE SOJE 0.00 %

+0.07 (+0.37%)

USD 65.72B
JEPI JPMorgan Equity Premium Income.. 0.00 %

-0.12 (-0.22%)

USD 32.78B
LCR Leuthold Core ETF 0.00 %

-0.09 (-0.28%)

USD 32.52B
DTB DTB 0.00 %

+0.21 (+1.12%)

USD 26.58B
DFAC Dimensional U.S. Core Equity 2.. 0.00 %

-0.17 (-0.56%)

USD 26.11B
JPST JPMorgan Ultra-Short Income ET.. 0.00 %

+0.02 (+0.04%)

USD 22.47B
SGOV iShares® 0-3 Month Treasury B.. 0.00 %

+0.03 (+0.03%)

USD 18.58B
TSPA T. Rowe Price US Equity Resear.. 0.00 %

-0.20 (-0.64%)

USD 16.23B
DFUV Dimensional US Marketwide Valu.. 0.00 %

-0.13 (-0.34%)

USD 10.15B
AVUV Avantis® U.S. Small Cap Value.. 0.00 %

-0.83 (-0.95%)

USD 10.05B

ETFs Containing ESGS

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.96% 70% C- 63% D
Dividend Return 2.34% 80% B- 55% F
Total Return 18.31% 73% C 63% D
Trailing 12 Months  
Capital Gain -4.25% 25% F 36% F
Dividend Return 5.72% 98% N/A 83% B
Total Return 1.48% 35% F 41% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain 0.38% 43% F 46% F
Dividend Return 4.93% 60% D- 53% F
Total Return 4.54% 93% A 77% C+
Risk Return Profile  
Volatility (Standard Deviation) 8.91% 59% D- 76% C+
Risk Adjusted Return 55.34% 62% D 65% D
Market Capitalization 6.92M 13% F 5% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.