EQTYvsIWR
KOVITZ CORE EQUITY ETF against iShares Russell Mid-Cap ETF — the fee, the flows, the book, and a year head-to-head.
Head to head
| EQTY | IWR | |
|---|---|---|
| Expense ratio | — | 0.19% |
| Assets | $1.1B | $57.3B |
| Net flow, 1 month | — | +$793M |
| Net flow, 1 year | — | +$5.3B |
| Return, YTD | +9.7% | +14.2% |
| Return, 1 year | +12.8% | +14.6% |
| Avg daily volume | 87K | 1.5M |
| Holdings | 0 | 816 |
| Listed | Nov 27, 2023 | Jul 17, 2001 |
| Options market | Yes | Yes |
MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS