Compare ETFs: EQTY
EQTY
Comparison
Average Return
| Symbol | Year-to-date | 1 Year | 5 Years | 10 Years | Inception |
|---|---|---|---|---|---|
| EQTY | 4.36% | 14.90% | - | - | 18.51% |
Top 25 Holdings
| EQTY - Kovitz Core Equity ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | SCHW | The Charles Schwab Corporation | 5.17% |
| 2 | PM | Philip Morris International Inc. | 5.14% |
| 3 | AMZN | Amazon.com, Inc. | 4.72% |
| 4 | ICE | Intercontinental Exchange, Inc. | 4.47% |
| 5 | META | Meta Platforms, Inc. | 4.15% |
| 6 | BDX | Becton, Dickinson and Company | 4.10% |
| 7 | UNVGY | Universal Music Group N.V. | 3.87% |
| 8 | MSFT | Microsoft Corporation | 3.85% |
| 9 | J | Jacobs Solutions Inc. | 3.54% |
| 10 | V | Visa Inc. | 3.44% |
| 11 | KEYS | Keysight Technologies, Inc. | 3.33% |
| 12 | FI | Fiserv, Inc. | 3.28% |
| 13 | n/a | Cash & Cash Equivalents | 3.16% |
| 14 | ASHTY | Ashtead Group plc | 3.14% |
| 15 | GOOG | Alphabet Inc. | 3.09% |
| 16 | PCAR | PACCAR Inc | 2.90% |
| 17 | TMO | Thermo Fisher Scientific Inc. | 2.85% |
| 18 | KMX | CarMax, Inc. | 2.73% |
| 19 | AON | Aon plc | 2.69% |
| 20 | ORCL | Oracle Corporation | 2.62% |
| 21 | AMAT | Applied Materials, Inc. | 2.49% |
| 22 | ADBE | Adobe Inc. | 2.49% |
| 23 | AMD | Advanced Micro Devices, Inc. | 2.37% |
| 24 | DLTR | Dollar Tree, Inc. | 2.25% |
| 25 | ANET | Arista Networks Inc | 2.21% |
| View EQTY holdings | |||