EQTY ETF (Kovitz Core Equity ETF) is managed by Kovitz Investment Group with $1.27B in net assets. EQTY expense ratio is 0.99%, holding 40 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2011-12-28.

EQTY performance shows a YTD return of 2.74%. The 1-year return is 10.52%. EQTY dividend yield stands at 0.02%, paid annually.

EQTY top holdings include Intercontinental Exchange Grp Usd0.01 (4.7%), Amazon.Com Inc (4.6%), Becton Dickinson and Company (4.4%), Philip Morris International Inc. (4.3%), Alphabet Inc. C (4.2%). 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.