EQTY ETF
Kovitz Core Equity ETF
EQTY ETF Overview
EQTY ETF (Kovitz Core Equity ETF) is managed by Kovitz Investment Group with $1.43B in net assets. EQTY expense ratio is 0.99%, holding 39 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2011-12-28.
EQTY performance shows a YTD return of 7.34%. The 1-year return is 12.79% and the 5-year return is 2.52%. EQTY dividend yield stands at 0.02%, paid annually.
EQTY top holdings include Microsoft Corp (5.1%), Schwab Strategic T (4.6%), Visa Inc Class A (4.5%), Waters Corp. (4.3%), Intercontinental Exchange Grp Usd0.01 (4.2%). Go to all EQTY holdings, EQTY sectors, or EQTY dividends.
EQTY can be compared against other funds. Use EQTY overlap to find shared positions, or EQTY vs another fund for a side-by-side view. EQTY alternatives are available via the screener, along with tax-loss harvesting opportunities.