EQTY

Kovitz Core Equity ETF

Jun 02 • 04:00PM ET

27.60

-0.20 -0.72 %

Financial • Exchange Traded Fund • USA • NYSE

Category	Global or ExUS Equities - Dividend & Fundamental	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	17.13%	Total Holdings	44	Perf Week	0.00%
Sponsor	Kovitz	ETF Type		Tags	equity	Return% 3Y	17.57%	AUM	1.38B	Perf Month	0.90%
Fund Family		Bond Type		Tags	convertible-securities	Return% 5Y	-	NAV/sh		Perf Quarter	1.42%
Index	-	Average Maturity		Tags	small-mid-cap	Return% 10Y		52W High	28.17 -2.02%	Perf Half Y	4.14%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	23.57 17.10%	Perf YTD	2.25%
Active/Passive		Quant Type		Tags	-	Flows% 1M	3.19%	Volatility	0.52% 0.66%	Perf Year	16.09%
Dividend TTM	0.01 (0.02%)	ESG Type		Tags	-	Flows% 3M	0.97%	ATR (14)	0.24	Perf 3Y	55.23%
Dividend Ex-Date	Dec 26, 2025	Dividend Type		Sector/Theme		Flows% YTD	1.84%	RSI (14)	56.30	Perf 5Y	-
Dividend Gr. 3/5Y	-22.72% -	Structure Type		Region		Flows% 1Y		Beta	0.95	Perf 10Y	-
Expense	0.99%	Growth/Value		SMA20	0.55%	Flows% 3Y		Rel Volume	0.45	Prev Close	27.80
Inverse/Leveraged		Market Cap		SMA50	2.63%	Flows% 5Y		Avg Volume	38.94K	Price	27.60
IPO	Dec 12, 2022	Option/Short	Yes / Yes	SMA200	3.66%	Trades		Volume	17,373	Change	-0.72%

Affiliate • Advertise • Careers • Contact • Blog • Help • Privacy • Follow us on X • Do Not Sell My Personal Information

Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX.
Copyright © 2007-2026 Finviz.com. All Rights Reserved. Export All Screener Data (CSV)