EQTY vs. IHI ETF Comparison
Comparison of Kovitz Core Equity ETF (EQTY) to iShares U.S. Medical Devices ETF (IHI)
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.
Grade (RS Rating)
Last Trade
$21.93
Average Daily Volume
56,826
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
IHI
iShares U.S. Medical Devices ETF
IHI Description
The investment seeks to track the investment results of an index composed of U.S. equities in the medical devices sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Medical Equipment Index (the "underlying index"), which measures the performance of the medical equipment sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$55.82
Average Daily Volume
695,839
Number of Holdings
*
51
* may have additional holdings in another (foreign) market
Performance
| Period | EQTY | IHI |
|---|---|---|
| 30 Days | 2.08% | -0.48% |
| 60 Days | 2.53% | 0.80% |
| 90 Days | 0.57% | -2.49% |
| 12 Months | 18.96% | 1.79% |
1 Overlapping Holdings
| Symbol | Grade | Weight in EQTY | Weight in IHI | Overlap | |
|---|---|---|---|---|---|
| BDX | F | 4.59% | 4.49% | 4.49% |
EQTY Underweight 50 Positions Relative to IHI
| Symbol | Grade | Weight | |
|---|---|---|---|
| ABT | D | -16.16% | |
| ISRG | A | -14.01% | |
| SYK | B | -10.2% | |
| BSX | B | -5.16% | |
| EW | B | -4.76% | |
| DXCM | D | -4.4% | |
| GEHC | D | -4.34% | |
| MDT | D | -4.31% | |
| IDXX | D | -4.25% | |
| RMD | C | -3.72% | |
| ZBH | D | -2.93% | |
| STE | C | -2.89% | |
| HOLX | C | -2.3% | |
| BAX | C | -2.24% | |
| PODD | C | -1.85% | |
| TFX | C | -1.33% | |
| GMED | B | -1.03% | |
| PEN | D | -0.91% | |
| GKOS | A | -0.8% | |
| MASI | F | -0.68% | |
| TMDX | A | -0.66% | |
| INSP | F | -0.53% | |
| ITGR | C | -0.52% | |
| AXNX | B | -0.46% | |
| IRTC | C | -0.41% | |
| NVST | F | -0.38% | |
| PRCT | C | -0.38% | |
| LIVN | D | -0.38% | |
| TNDM | C | -0.34% | |
| NARI | C | -0.34% | |
| ENOV | F | -0.3% | |
| CNMD | D | -0.28% | |
| IART | C | -0.27% | |
| LMAT | A | -0.22% | |
| NVCR | D | -0.22% | |
| QDEL | F | -0.21% | |
| OMCL | F | -0.16% | |
| AORT | B | -0.14% | |
| SILK | B | -0.14% | |
| ATRC | C | -0.14% | |
| ATEC | D | -0.13% | |
| VREX | F | -0.08% | |
| SRDX | A | -0.08% | |
| SIBN | D | -0.07% | |
| OFIX | D | -0.07% | |
| TMCI | D | -0.04% | |
| NVRO | F | -0.04% | |
| AXGN | B | -0.04% | |
| FNA | F | -0.03% | |
| SENS | F | -0.0% |
EQTY: Top Represented Industries & Keywords
Industries:
Credit Services
Internet Content & Information
Capital Markets
Engineering & Construction
Insurance - Diversified
Medical Instruments & Supplies
Specialty Retail
Tobacco
Keywords:
S&P 500
Dow Jones Component
Hyperscale
Nasdaq 100
Computing
Credit Card
Payment Systems
Software
Work From Home
Advertising Network
Advertising Services
Aerospace
Anesthesia
Antibodies
Application Programming Interface
Artificial Intelligence
Auction Based Advertising Program
Bank
Banking
Banking Products
IHI: Top Represented Industries & Keywords
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