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| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▲ +1.3% | ▲ +8.2% | ▲ +5.2% | ▲ +18.4% | ▲ +20.4% | ▲ +63.3% | ▲ +70.8% | ▲ +230.0% |
| Peer average | ▲ +0.2% | ▲ +1.4% | ▲ +0.4% | ▲ +10.0% | ▲ +11.5% | ▲ +59.7% | ▲ +50.0% | — |
| S&P 500 · VOO | ▼ −0.4% | ▲ +0.9% | ▲ +3.3% | ▲ +13.8% | ▲ +13.3% | ▲ +88.8% | ▲ +81.9% | — |
This ETF aims for overall investment growth by maintaining a stock portfolio that generates income, concentrating predominantly on sizable and medium-sized American enterprises. To qualify for consideration, each company must exhibit a favorable (low) ESG Materiality Rating and project an annualized dividend yield of at least 1%. Qualified companies are subsequently evaluated against their industry peers, with particular emphasis on their prospective dividend yield, the trajectory of their dividend growth, and their capacity to cover dividends using cash flow. The fund then chooses the top 100 securities based on these assessments, constructing a portfolio where holdings are weighted according to their market capitalization. While the fund employs an active management approach, its underlying investment criteria are reviewed and implemented at least every three months. Historically, the fund's name was Columbia Sustainable U.S. Equity Income ETF before October 14, 2022, during which time it mirrored the Beta Advantage U.S. ESG Equity Income Index. More recently, prior to June 3, 2024, it operated as the Columbia U.S. ESG Equity Income ETF under the symbol ESGS, also following the Beta Advantage U.S. ESG Equity Income Index.
Distribution yield and SEC yield use different methodologies. Payouts may include income, capital gains, or return of capital.
| Ex-date | Pay date | Per share |
|---|---|---|
| 2026-09-25 | 2026-09-29 | $0.27 |
| 2026-06-25 | 2026-06-29 | $0.26 |
| 2026-03-26 | 2026-03-30 | $0.24 |
| 2025-12-18 | 2025-12-26 | $0.27 |
| 2025-09-24 | 2025-09-30 | $0.22 |
| 2025-06-24 | 2025-06-30 | $0.25 |
| 2025-03-25 | 2025-03-31 | $0.24 |
| 2024-12-18 | 2024-12-26 | $1.28 |
| 2024-09-24 | 2024-09-30 | $0.23 |
| 2024-06-24 | 2024-06-28 | $0.23 |
| 2024-03-22 | 2024-03-28 | $0.19 |
| 2023-12-18 | 2023-12-26 | $0.25 |
Estimated annual expense excludes trading costs and assumes constant assets. Fee waivers and fund costs can change.
Historical risk measures describe past behavior and do not predict future returns.
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