EQTY ETF
Kovitz Core Equity ETF
EQTY ETF Overview
EQTY ETF (Kovitz Core Equity ETF) is managed by Kovitz Investment Group with $1.42B 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 9.78%. The 1-year return is 14.49% and the 5-year return is 2.52%. EQTY dividend yield stands at 0.02%, paid annually.
EQTY top holdings include Schwab Strategic T (5.0%), Microsoft Corp (4.9%), Visa Inc Class A (4.6%), International Exchange, Inc. (4.3%), Cash & Cash Equivalents (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.