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ETFs

Columbia U.S. ESG Equity Income ETF

ESGS
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jun 13 2016
Expense Ratio
0.35%
Type
US Equity Income
Fund Owner
Columbia Management
Volume (1m avg. daily)
$275,584
AUM
$50,277,456
Associated Index
Beta Advantage U.S. ESG Equity Income Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

PG
Procter & Gamble Co.
4.94%
KO
Coca-Cola Co
4.84%
PEP
PepsiCo Inc
4.80%
CVX
Chevron Corp.
4.40%
VZ
Verizon Communications Inc
3.60%
CMCSA
Comcast Corp - Ordinary Shares - Class A
3.44%
QCOM
Qualcomm, Inc.
3.15%
UPS
United Parcel Service, Inc. - Ordinary Shares - Class B
3.09%
INTC
Intel Corp.
2.95%
AXP
American Express Co.
2.68%
Invest with ESGS

What is ESGS?

This fund seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage U.S. ESG Equity Income Index. The Beta Advantage U.S. 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 toESGS

ETFs correlated to ESGS include VLU, PRF, FNDB

ESGS
Columbia ETF Trust I - Columbia U.S. ESG Equity Income ETF
VLU
SPDR Series Trust - SPDR S&P 1500 Value Tilt ETF
PRF
Invesco Capital Management LLC - Invesco FTSE RAFI US 1000 ETF
FNDB
Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market Index ETF
FNDX
Schwab Strategic Trust - Schwab Fundamental U.S. Large Company Index ETF
FEX
First Trust Exchange-Traded Fund III - First Trust Large Cap Core AlphaDEX Fund
ONEY
SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF
SCHV
Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
FTA
First Trust Exchange-Traded Fund III - First Trust Large Capital Value AlphaDEX Fund
JAVA
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
JPUS
J.P.Morgan Investment Management Inc. - JPMorgan Diversified Return U.S. Equity 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.

Automated Strategies
Related toESGS

#OPUS-8

Opus-8

Category

Opus

Risk Rating

Conservative

#OPUS-12

Opus-12

Category

Opus

Risk Rating

Moderate

Create your own algorithmic trading strategy with ESGS using Composer

FAQ

ESGS is a US Equity Income ETF. This fund seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage U.S. ESG Equity Income Index. The Beta Advantage U.S. 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.

ESGS tracks the Beta Advantage U.S. ESG Equity Income Index.

No, ESGS 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, ESGS 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 ESGS is 0.0014%. This is the percent change in the value of ESGS over the most recent 1-month period. The 3-month return on ESGS is 0.0105%. This is the percent change in the value of ESGS over the most recent 3-month period.

The standard deviation of ESGS for the past year is 0.2104%. 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 ESGS include SPHB, USMV, and SPLV.

ETFs correlated to ESGS include VLU, PRF, and FNDB.

ETFs that are inversely correlated to ESGS include DOG, SDOW, and DXD.

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.