EQTYvsUGE
KOVITZ CORE EQUITY ETF against ProShares Ultra Consumer Goods — the fee, the flows, the book, and a year head-to-head.
Head to head
| EQTY | UGE | |
|---|---|---|
| Expense ratio | — | 0.95% |
| Assets | $1.1B | $8313.17T |
| Net flow, 1 month | — | −$700K |
| Net flow, 1 year | — | −$150K |
| Return, YTD | +7.4% | +3.5% |
| Return, 1 year | +12.0% | +1.8% |
| Avg daily volume | 42K | 34K |
| Holdings | 0 | 43 |
| Listed | Nov 27, 2023 | Feb 1, 2007 |
| Options market | Yes | Yes |
MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS