EQTY ETF (Kovitz Core Equity ETF) is managed by Kovitz Investment Group with $1.41B in net assets. EQTY expense ratio is 0.99%, holding 53 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2011-12-28.

EQTY performance shows a YTD return of 3.56%. The 1-year return is 11.65%. EQTY dividend yield stands at 0.02%, paid annually.

EQTY top holdings include Alphabet Inc series C (4.9%), Philip Morris International Inc. (4.3%), Microsoft Corp 4.100 Feb 06 37 (4.3%), Nysintercontinental Exchange Inc (4.3%), Visa Inc. Class A ( V ) (4.3%). View all EQTY holdings, sector breakdown, or dividend history.

EQTY can be compared against other funds using the overlap calculator or side-by-side comparison tool. EQTY alternatives are available via the screener, along with tax-loss harvesting opportunities.