ETF PROAI

EQTYvsFDHT

KOVITZ CORE EQUITY ETF against Fidelity Digital Health ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
EQTY 100FDHT 92Oct 25Nov 25GROWTH OF $100
Head to head
EQTYFDHT
Expense ratio—0.39%
Assets$1.1B$8829.23T
Net flow, 1 month——
Net flow, 1 year——
Return, YTD+7.4%—
Return, 1 year+12.0%-7.9%
Avg daily volume42K—
Holdings057
ListedNov 27, 2023Oct 7, 2021
Options marketYesNo

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

THE DESK BRIEF

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