EQTY
Kovitz Core Equity ETF
1W: -0.7%
1M: -0.9%
3M: +1.7%
YTD: +7.8%
1Y: +12.7%
3Y: +62.5%
$29.07
+0.07 (+0.25%)
Weekly Expected Move ±1.3%
$28
$29
$29
$29
$30
Overview
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Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EQTY | $1.4B | 37 | 42.1% | 22.4 | 6.6 | 6.8 | 34.5% | 30.5% | 1.02% | +15.3% | +38.7% | 62.2 | 6.5 |
| LCF | $66M | 45 | 57.0% | 27.6 | 9.7 | 8.7 | 41.2% | 31.6% | 0.94% | +20.8% | +38.1% | 67.5 | 6.7 |
| NANC | $300M | 88 | 47.2% | 24.6 | 9.3 | 8.4 | 45.0% | 34.3% | 0.74% | +27.3% | +41.1% | 67.4 | 6.8 |
| ALRG | $8M | 50 | 46.9% | 29.0 | 10.8 | 8.8 | 44.0% | 30.3% | 0.98% | +19.2% | +47.0% | 68.8 | 7.0 |
| BKCG | $122M | 25 | 57.1% | 11.7 | 4.3 | 4.8 | 43.1% | 41.3% | 0.96% | +25.7% | +46.7% | 71.9 | 7.0 |
| LRGC | $1.0B | 64 | 44.5% | 19.6 | 7.1 | 7.0 | 42.2% | 35.5% | 0.96% | +21.3% | +35.3% | 66.9 | 6.7 |
| JPEF | $2.0B | 40 | 45.8% | 28.9 | 10.2 | 9.4 | 41.4% | 32.5% | 0.99% | +26.2% | +46.0% | 67.1 | 6.7 |
| IWFG | $63M | 27 | 64.6% | 29.9 | 12.4 | 11.4 | 50.9% | 38.1% | 0.35% | +35.4% | +58.4% | 74.4 | 6.6 |
| MAVF | $89M | 26 | 54.6% | 23.5 | 7.5 | 6.9 | 37.4% | 29.3% | 1.50% | +15.1% | +31.4% | 61.6 | 6.6 |
| GGRW | $9M | 40 | 49.5% | 30.8 | 12.2 | 10.4 | 48.3% | 33.8% | 0.42% | +27.9% | +49.3% | 72.0 | 6.9 |
| CE8G.DE | $844M | — | —% | 28.3 | 8.4 | 6.7 | 34.2% | 23.7% | 1.04% | +23.5% | +37.5% | 63.5 | 6.7 |