ESGSColumbia Sustainable U.S. Equity Income ETF
ESGS Fund Description
ESGS tracks an index composed of 100 U.S. equities (excluding REITs) that exhibit a minimum ESG rating (as determined by MSCI) and dividend characteristics.
ESGS Factset Analytics Insight
ESGS consists of large- and midcap stocks pulled from the MSCI USA Index, excluding REITs, selected and weighted according to their dividend characteristics. In order to be eligible for inclusion in the fund, each company must have a minimum MSCI ESG Rating of BB and a 1% dividend yield. The minimum ESG (environmental, social, and corporate governance) rating indicates that all companies in the fund have positive exposure to ESG issues. Eligible securities are scored based on their dividend yield, dividend growth, and cash-based dividend coverage. Dividend growth is the ratio of the difference between the current and previous dividend per share by the previous annual dividend per share. Cash-based dividend coverage measures free cash flows against their current annualized dividend. The top 100 scoring stocks are selected for inclusion in the fund, and weighted according to the same score.
ESGS MSCI ESG Analytics Insight
Columbia Sustainable U.S. Equity Income ETF has an MSCI ESG Fund Rating of AA based on a score of 8.05 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Columbia Sustainable U.S. Equity Income ETF ranks in the 91st percentile within its peer group and in the 98th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ESGS MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
ESGS Summary Data
ESGS Portfolio Data
ESGS Index Data
ESGS Portfolio Management
ESGS Tax Exposures
ESGS Fund Structure
ESGS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ESGS. ESGS is rated a N/A out of 5.
ESGS Sector/Industry Breakdown
ESGS Top 10 Holdings[View All]
ESGS Economic Development
ESGS Performance Statistics
ESGS MSCI ESG Ratings
ESGS Benchmark Comparison Summary
ESGS Benchmark Comparison Market Cap Size