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EQTY

Kovitz Core Equity ETF

May 26 • 04:00PM ET

27.60

+0.07 0.25 %

Financial • Exchange Traded Fund • USA • NYSE

Category	Global or ExUS Equities - Dividend & Fundamental	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	16.33%	Total Holdings	54	Perf Week	0.73%
Sponsor	Kovitz	ETF Type		Tags	equity	Return% 3Y	16.50%	AUM	1.37B	Perf Month	0.85%
Fund Family		Bond Type		Tags	convertible-securities	Return% 5Y	-	NAV/sh		Perf Quarter	1.28%
Index	-	Average Maturity		Tags	small-mid-cap	Return% 10Y		52W High	28.17 -2.02%	Perf Half Y	10.58%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	23.47 17.60%	Perf YTD	2.25%
Active/Passive		Quant Type		Tags	-	Flows% 1M	3.97%	Volatility	0.82% 0.69%	Perf Year	17.44%
Dividend TTM	0.01 (0.02%)	ESG Type		Tags	-	Flows% 3M	3.55%	ATR (14)	0.25	Perf 3Y	58.10%
Dividend Ex-Date	Dec 26, 2025	Dividend Type		Sector/Theme		Flows% YTD	2.64%	RSI (14)	59.46	Perf 5Y	-
Dividend Gr. 3/5Y	-22.72% -	Structure Type		Region		Flows% 1Y		Beta	0.96	Perf 10Y	-
Expense	0.99%	Growth/Value		SMA20	1.03%	Flows% 3Y		Rel Volume	0.79	Prev Close	27.53
Inverse/Leveraged		Market Cap		SMA50	3.32%	Flows% 5Y		Avg Volume	32.85K	Price	27.60
IPO	Dec 12, 2022	Option/Short	Yes / Yes	SMA200	3.84%	Trades		Volume	26,030	Change	0.25%

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