ESGS Columbia U.S. ESG Equity Income ETF
What is ESGS?
ESGS tracks an index composed of 100 US equities (excluding REITs). Securities are screened for dividend yields and the Investment Manager’s proprietary ESGM Ratings that draw on the SASB materiality framework.
ESGS Factset Analytics Insight
ESGS consists of large- and mid-cap stocks from the MSCI USA Index, excluding REITs. To be eligible for inclusion, each company must have an ESGM Rating of 1 or 2 and a forward annualized dividend yield of at least 1%. After that, companies are scored on a sector and region-relative basis, which focuses on forward dividend yield, dividend growth, and cash-based dividend coverage ratio factors. The market cap-weighted Index contains the 100 highest-scoring securities and undergoes quarterly reconstitution. The Investment Manager’s proprietary Environmental, Social, and Governance Materiality (ESGM) Ratings draw on the Sustainability Accounting Standards Board (SASB) framework, which uses Sustainable Industry Classification System to group companies based on shared sustainability risks and opportunities. Before Oct. 14, 2022, the fund tracked the Beta Advantage U.S. ESG Equity Income Index that screens companies based on dividend yields and ESG screens using the MSCI ESG Rating. The fund was previously named Columbia Sustainable U.S. Equity Income ETF.
ESGS Summary Data
ESGS Portfolio Data
ESGS Index Data
ESGS Portfolio Management
ESGS Tax Exposures
ESGS Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ESGS. ESGS is rated a 5 out of 5.
ESGS Sector/Industry Breakdown
ESGS Top 10 Holdings
ESGS Performance Statistics
ESGS Economic Development
ESGS Benchmark Comparison Summary
ESGS Benchmark Comparison Market Cap Size