EQTYKovitz Core Equity ETF
Grow my money#1335 of 2944 for Grow my money
Seeks long-term capital appreciation.
kovitzetf · Since 2011 (14 years)
Annual Cost
0.99%
#4685 out of 5,332 ETFs
Fund Size
$1.2B
#901 out of 5,332 ETFs
Dividend Yield
0.02%
Track Record
14 years
#967 out of 5,332 ETFs
Performance
1 Year
+20.1%
3 Years
+17.5%
5 Years
N/A
What's inside
Top holdings
Intercontinental Exchange IncICE4.7%
Philip Morris International IncPM4.6%
Aon PLC Class AAON4.1%
Alphabet Inc Class CGOOG4.0%
Microsoft CorpMSFT3.9%
Charles Schwab CorpSCHW3.9%
Visa Inc Class AV3.8%
Motorola Solutions IncMSI3.7%
Becton Dickinson & CoBDX3.7%
Waters CorpWAT3.5%
Risk profile
Volatility (1Y)
13.3%
Moderate
Max drawdown
-17.3%
Worst peak-to-trough loss
Sharpe (3Y)
0.94
Decent risk-adjusted returns
Sortino (3Y)
1.38
Good downside protection
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Data updated on 2026-05-05