- Issuer
- Columbia
- Inception Date
- Jun 13, 2016
- Category
- Dividend, Foreign Large Cap Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
- Assets Under Management
- $102M
Highlights
- Avg. Volume (1M)
- 19K
- Avg. Volume Value (1M)
- $766.57K
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
INEQ Performance Chart
Columbia International Equity Income ETF (INEQ) is up 12.1% since the beginning of the year. INEQ is currently trading at $41 per share. Investors who bought $1,000 worth of INEQ shares 5 years ago would now be looking at an investment worth $1,880.
Loading charts...
Compare this symbol against anything
Returns By Period
Columbia International Equity Income ETF (INEQ) has returned 12.10% so far this year and 28.80% over the past 12 months. Over the last ten years, INEQ has returned 9.92% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Columbia International Equity Income ETF
- 1D
- -0.61%
- 1M
- 4.84%
- 6M
- 7.09%
- YTD
- 12.10%
- 1Y
- 28.80%
- 3Y*
- 20.29%
- 5Y*
- 13.46%
- 10Y*
- 9.92%
- ALL TIME*
- 10.16%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
INEQ Monthly Returns History
Based on dividend-adjusted daily data since Jun 13, 2016, INEQ's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.
Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +14.8%, while the worst month was Mar 2020 at -16.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.
On a daily basis, INEQ closed higher 49% of trading days. The best single day was Mar 24, 2020 with a return of +7.9%, while the worst single day was Mar 12, 2020 at -10.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.68% | 6.24% | -5.63% | 2.30% | 0.89% | -2.89% | 6.56% | 12.10% | |||||
| 2025 | 4.19% | 2.45% | 3.62% | 2.09% | 5.02% | 3.35% | -0.52% | 5.59% | 0.56% | 1.62% | 2.85% | 3.35% | 39.85% |
| 2024 | -0.16% | 3.51% | 3.98% | -1.64% | 4.50% | -2.87% | 3.38% | 3.20% | -0.96% | -3.90% | -0.53% | -2.16% | 6.02% |
| 2023 | 7.16% | -2.29% | 3.30% | 2.85% | -2.20% | 4.62% | 2.58% | -2.74% | -1.58% | -2.83% | 7.61% | 3.42% | 20.88% |
| 2022 | 0.87% | -0.85% | 0.86% | -4.96% | 1.28% | -7.73% | 3.25% | -5.20% | -9.89% | 6.46% | 13.80% | -1.76% | -5.95% |
| 2021 | 0.00% | 4.49% | 4.44% | 0.21% | 3.91% | -2.68% | 0.11% | 0.92% | -1.42% | -0.14% | -4.60% | 5.00% | 10.18% |
Benchmark Metrics
Columbia International Equity Income ETF has an annualized alpha of 1.80%, beta of 0.65, and R2 of 0.52 versus S&P 500 Index. Calculated based on daily prices since June 13, 2016.
- This ETF participated in 73.01% of S&P 500 Index downside but only 67.99% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.65 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 1.80%
- Beta
- 0.65
- R²
- 0.52
- Upside Capture
- 67.99%
- Downside Capture
- 73.01%
Expense Ratio
INEQ has an expense ratio of 0.45%, placing it in the medium range.
Return for Risk
Risk / Return Rank
INEQ ranks 83 for risk / return — above 83% of ETFs peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Columbia International Equity Income ETF (INEQ) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| INEQ | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.70 | ||
| Sortino ratioReturn per unit of downside risk | +0.95 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.25 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 3.00 | 2.00 | +1.00 |
| Martin ratioReturn relative to average drawdown | 9.69 | 8.49 | +1.20 |
Dividends
Dividend History
Columbia International Equity Income ETF provided a 9.31% dividend yield over the last twelve months, with an annual payout of $3.82 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.82 | $3.64 | $0.91 | $0.93 | $0.87 | $0.92 | $0.67 | $0.87 | $1.70 | $1.41 | $0.65 |
Dividend yield | 9.31% | 9.76% | 3.11% | 3.27% | 3.57% | 3.43% | 2.64% | 3.34% | 7.25% | 4.63% | 2.52% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia International Equity Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.60 | $0.00 | $0.67 | |||||
| 2025 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $3.03 | $3.64 |
| 2024 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.59 | $0.91 |
| 2023 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.32 | $0.93 |
| 2022 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.21 | $0.87 |
| 2021 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.33 | $0.92 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia International Equity Income ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Columbia International Equity Income ETF was 41.71%, occurring on Mar 23, 2020. Recovery took 283 trading sessions.
The current Columbia International Equity Income ETF drawdown is 0.61%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-41.71%Mar 2020 | 2y 1mo | 1y 1mo | 3y 3moJan 2018 - May 2021 | COVID crash2020 |
-24.51%Sep 2022 | 1y 13d | 6mo 26d | 1y 7moSep 2021 - Apr 2023 | Bear market2022 |
-14.38%Apr 2025 | 19d | 1mo 4d | 1mo 23dMar 2025 - May 2025 | 2025 selloff2025 |
-9.56%Mar 2026 | 18d | 4mo 12d | 5moMar 2026 - Jul 2026 | — |
-8.76%Oct 2023 | 3mo 14d | 1mo 6d | 4mo 20dJul 2023 - Dec 2023 | — |
Drawdown Indicators
| INEQ | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.71% | -56.78% | +15.07% |
Max Drawdown (1Y)Largest decline over 1 year | -9.56% | -9.10% | -0.46% |
Max Drawdown (3Y)Largest decline over 3 years | -14.38% | -18.90% | +4.52% |
Max Drawdown (5Y)Largest decline over 5 years | -24.51% | -25.43% | +0.92% |
Max Drawdown (10Y)Largest decline over 10 years | -41.71% | -33.92% | -7.79% |
Current DrawdownCurrent decline from peak | -0.61% | -1.58% | +0.97% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -10.70% | +3.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 2.14% | +0.82% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with INEQ
Add Columbia International Equity Income ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with INEQ