EQTYvsSPY
KOVITZ CORE EQUITY ETF against SPDR S&P 500 ETF Trust — the fee, the flows, the book, and a year head-to-head.
Head to head
| EQTY | SPY | |
|---|---|---|
| Expense ratio | — | 0.095% |
| Assets | $1.1B | $817.9B |
| Net flow, 1 month | — | +$12B |
| Net flow, 1 year | — | +$42.4B |
| Return, YTD | +10.7% | +12.1% |
| Return, 1 year | +14.6% | +18.7% |
| Avg daily volume | 19K | 46.6M |
| Holdings | 0 | 503 |
| Listed | Nov 26, 2023 | Jan 21, 1993 |
| Options market | Yes | Yes |
MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS