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EQTY
NYSE
$28.46

KOVITZ CORE EQUITY ETF (EQTY)

Net assets

$1.40B

Inception date

December 28, 2011

Expense ratio

0.99%

Sharpe Ratio

0.65

Price Chart

Valuation
Net assets$1.40B
P/E28.90
Forward P/E20.49
PEG0.90
P/S3.41
P/B4.17
Profitability
Profit Margin23.1%
Operating Margin24.2%
Financial Health
Debt-to-Equity58.2%
Growth & Risk
EPS 5Y CAGR+14.20%
Revenue 5Y CAGR+11.68%
FCF 5Y CAGR+6.00%
Beta (5Y)0.84
Sharpe Ratio0.65