What is Kovitz Core Equity ETF share price today?
Kovitz Core Equity ETF (EQTY) is currently trading at $29.23. You can also track daily change, historical performance, trading volume and other key ETF details on this page.How can I buy Kovitz Core Equity ETF shares from India?
Indian investors can buy Kovitz Core Equity ETF (EQTY) by opening a US investing account through a platform that provides access to US stocks and ETFs, completing the required verification, transferring funds under the Liberalised Remittance Scheme (LRS), and placing an order in USD.Can Indians/NRIs invest in Kovitz Core Equity ETF from India?
Yes, Indian residents and NRIs can invest in Kovitz Core Equity ETF (EQTY) through platforms that offer access to US-listed stocks and ETFs, subject to applicable regulations, including RBI’s Liberalised Remittance Scheme (LRS) guidelines.What is the expense ratio of Kovitz Core Equity ETF?
The expense ratio of Kovitz Core Equity ETF (EQTY) is 0.99%. It represents the annual operating cost charged by the ETF provider for managing the fund and tracking its underlying index.What are Kovitz Core Equity ETF’s top holdings?
Kovitz Core Equity ETF (EQTY)’s top holdings currently include Charles Schwab Corp, Microsoft Corporation, and Visa Inc. Class A. The ETF’s complete holdings list, allocation and sector exposure are available in the Holdings section on this page.Can I buy fractional shares of Kovitz Core Equity ETF?
Many platforms offering US ETF investing allow fractional investing, enabling Indian investors to buy a portion of Kovitz Core Equity ETF (EQTY) instead of a full share. This allows investment based on a fixed dollar amount.What are the tax implications of investing in Kovitz Core Equity ETF for Indian investors?
Gains from Kovitz Core Equity ETF (EQTY) are generally taxed in India based on the applicable holding period and tax rules. Dividends may be subject to US withholding tax and Indian taxation rules. The final tax treatment depends on individual circumstances.Is there a TCS on remitting money to buy Kovitz Core Equity ETF under LRS?
Remittances under the Liberalised Remittance Scheme (LRS) for overseas investments, including US ETFs like Kovitz Core Equity ETF (EQTY), may attract TCS above specified thresholds. Applicable rates and limits are determined by government regulations and may change over time.What is Kovitz Core Equity ETF’s AUM (assets under management)?
Kovitz Core Equity ETF (EQTY)’s current assets under management (AUM) are $1.44B. AUM represents the total market value of assets managed by the ETF and indicates the size of the fund.What is Kovitz Core Equity ETF’s P/E ratio?
Kovitz Core Equity ETF (EQTY)’s price-to-earnings (P/E) ratio is 20.17. It represents the weighted valuation of the companies held within the ETF relative to their earnings.How does Kovitz Core Equity ETF compare with Vanguard S&P 500 ETF (VOO), iShares Core S&P 500 ETF (IVV), and State Street® SPDR® S&P 500® ETF Trust (SPY)?
You can compare Kovitz Core Equity ETF (EQTY) with Vanguard S&P 500 ETF (VOO), iShares Core S&P 500 ETF (IVV), and State Street® SPDR® S&P 500® ETF Trust (SPY) based on metrics such as expense ratio, AUM, P/E ratio, holdings, liquidity and historical returns in the Peers & Comparison section.What is Kovitz Core Equity ETF’s NAV (net asset value) today?
Kovitz Core Equity ETF (EQTY)’s NAV represents the per-unit value of the ETF’s underlying holdings after adjusting for expenses and liabilities. It is calculated once daily after markets close and may differ from the ETF’s live market price.
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$29.230.91% (-0.26)
High
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Low
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Returns
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1D
1W
1M
1Y
5Y
Max
1D
1W
1M
1Y
5Y
Max
Key Metrics
Key Metrics
Expense Ratio
Expense Ratio
The operating and administrative costs of running the fund measured as the percentage of fund assets
0.99%
AUM
AUM
Current market value of the ETF scheme managed by the Asset Management Company
$1.44B
Beta
Beta
Sensitivity of the stock's price relative to the country's key indices over the last 5 years
0.88
Volatility (3Y)
Volatility (3Y)
The annualized standard deviation of the ETF's returns calculated over the last 3 years
12.75%
PE
PE
Ratio of price to the prospective earnings of the ETF's underlyings
20.17
PE Category
PE Category
Ratio of price to the prospective earnings of the holdings of ETFs from the same category
19.91
ETF Profile
Peers
Peers
Exp. Ratio
0.03%
0.03%
PE
20.22
20.22
1Y Return
18.37%
18.37%
Exp. Ratio
0.03%
0.03%
PE
20.19
20.19
1Y Return
18.3%
18.3%
Exp. Ratio
0.095%
0.095%
PE
20.12
20.12
1Y Return
18.37%
18.37%
Exp. Ratio
0.03%
0.03%
PE
19.98
19.98
1Y Return
18.11%
18.11%
Exp. Ratio
0.06%
0.06%
PE
20.57
20.57
1Y Return
13.33%
13.33%
Peers & Comparison
Peers & Comparison
ETFLarge Blend
| ETF | Total AUMTotal AUM | Exp. RatioExp. Ratio | 1Y Return1Y Return |
|---|---|---|---|
| Kovitz Core Equity ETF | $1.44B | 0.99% | 12.71% |
| Vanguard S&P 500 ETF | $1,069.27B | 0.03% | 18.37% |
| iShares Core S&P 500 ETF | $870.62B | 0.03% | 18.30% |
Price Comparison
Price Comparison
1 Month
1 Year
5 Years
Top Holdings
Top Holdings
- NameHoldingsSector
- Charles Schwab CorpSector: Financial ServicesHoldings5.01 %Charles Schwab CorpSCHW
Holdings
5.01 %
Financial Services - Microsoft CorporationSector: TechnologyHoldings4.87 %Microsoft CorporationMSFT
Holdings
4.87 %
Technology - Visa Inc. Class ASector: Financial ServicesHoldings4.60 %Visa Inc. Class AV
Holdings
4.60 %
Financial Services - Intercontinental Exchange IncSector: Financial ServicesHoldings4.38 %Intercontinental Exchange IncICE
Holdings
4.38 %
Financial Services - Waters CorporationSector: HealthcareHoldings3.97 %Waters CorporationWAT
Holdings
3.97 %
Healthcare - Alphabet Inc Class CSector: Communication ServicesHoldings3.87 %Alphabet Inc Class CGOOG
Holdings
3.87 %
Communication Services - Philip Morris International IncSector: Consumer DefensiveHoldings3.82 %Philip Morris International IncPM
Holdings
3.82 %
Consumer Defensive - Aon PLCSector: Financial ServicesHoldings3.81 %Aon PLCAON
Holdings
3.81 %
Financial Services - Analog Devices IncSector: TechnologyHoldings3.57 %Analog Devices IncADI
Holdings
3.57 %
Technology - Carrier Global CorpSector: IndustrialsHoldings3.43 %Carrier Global CorpCARR
Holdings
3.43 %
Industrials