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Kovitz Core Equity ETF (EQTY)

Large Blend | Exchange Traded Fund | NYSEArca
29.63 USD +0.29 (0.988%) ⇧ (Oct. 15, 2026, 3:59 p.m. EDT)
Short-term:★★⯪☆☆Long-term:★★⯪☆☆Dividends:★★☆☆☆
Hot Take ↕ | Oct. 10, 2026, 9:24 a.m. EDT

The immediate outlook remains neutral due to a lack of distinct momentum; the price is hovering just below its fifty-day average while trading significantly below its two-hundred-day average, suggesting neither a breakout nor a breakdown is imminent. Over the long term, the asset presents as a standard equity holding rather than a standout opportunity, primarily because the available price history is insufficient to confirm a multi-year growth trajectory or assess structural durability, leaving the investment case reliant solely on current valuations which offer no compelling margin of safety. Income investors will find the payout modest, offering a yield that barely edges out inflation without providing the robust coverage or high reliability required for a top-tier income vehicle.
Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.020665
AutoARIMA0.025317
AutoETS0.025318
MSTL0.027841

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 63%
H-stat 0.04
Ljung-Box p 0.000
Jarque-Bera p 0.091
Excess Kurtosis -1.60
Attribute Value
Trailing P/E 26.48

Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.02% 0.02% 0.20% —
Dividend History
Date Dividend Yield %
2025-12-26 0.006 0.022046
2024-12-27 0.078 0.324243
2023-12-27 0.051 0.256256
2022-12-29 0.013 0.082487
Additional Data
trailingAnnualDividendRate 0.0
trailingAnnualDividendYield 0.0
dividendYield 0.02

Info Dump

Attribute Value
All Time High 30.062
All Time Low 15.28
Ask 0.0
Ask Size 1,200
Average Daily Volume10 Day 14,870
Average Daily Volume3 Month 25,359
Average Volume 25,359
Average Volume10Days 14,870
Beta3 Year 0.88
Bid 28.37
Bid Size 100
Category Large Blend
Crypto Tradeable 0
Currency USD
Custom Price Alert Confidence HIGH
Day High 29.66
Day Low 29.4
Dividend Yield 0.02
Eps Trailing Twelve Months 1.1188214
Esg Populated 0
Exchange PCX
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 29.44614
Fifty Day Average Change 0.18385887
Fifty Day Average Change Percent 0.006243904
Fifty Two Week Change Percent 14.445734
Fifty Two Week High 30.062
Fifty Two Week High Change -0.4320011
Fifty Two Week High Change Percent -0.014370338
Fifty Two Week Low 24.741
Fifty Two Week Low Change 4.889
Fifty Two Week Low Change Percent 0.19760722
Fifty Two Week Range 24.741 - 30.062
First Trade Date Milliseconds 1,670,855,400,000
Five Year Average Return 0.0850081
Full Exchange Name NYSEArca
Fullday Change 0.27129936
Fullday Change Percent 0.92467403
Fullday Price 29.63
Fund Family kovitzetf
Fund Inception Date 1,325,030,400
Gmt Off Set Milliseconds -14,400,000
Has Pre Post Market Data 1
Language en-US
Legal Type Exchange Traded Fund
Long Business Summary The fund invests primarily in equity securities of U.S. and foreign companies. Equity securities in which the fund may invest include common stocks and common stock equivalents (such as rights or warrants, which give the fund the ability to purchase the common stock, and convertible securities, which are securities that are convertible into the common stock). The fund may invest in companies of any market capitalization, including small- and mid-capitalization companies.
Long Name Kovitz Core Equity ETF
Market us_market
Market State PRE
Max Age 86,400
Message Board Id finmb_154026866
Nav Price 29.35
Net Assets 1,444,791,170.0
Net Expense Ratio 0.99
Open 29.4
Previous Close 29.34
Price Hint 2
Quote Source Name Delayed Quote
Quote Type ETF
Region US
Regular Market Change 0.289999
Regular Market Change Percent 0.988408
Regular Market Day High 29.66
Regular Market Day Low 29.4
Regular Market Day Range 29.4 - 29.66
Regular Market Open 29.4
Regular Market Previous Close 29.34
Regular Market Price 29.63
Regular Market Time 1,792,094,386
Regular Market Volume 26,803
Short Name Kovitz Core Equity ETF
Source Interval 15
Symbol EQTY
Three Year Average Return 0.17793
Total Assets 1,444,791,168
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing P E 26.483225
Trailing Peg Ratio None
Trailing Three Month Nav Returns 3.64937
Trailing Three Month Returns 3.64937
Triggerable 1
Two Hundred Day Average 27.92733
Two Hundred Day Average Change 1.7026691
Two Hundred Day Average Change Percent 0.060967844
Type Disp ETF
Volume 26,803
Yield 0.0002
Ytd Return 7.41565