EQTY vs. CWS ETF Comparison
Comparison of Kovitz Core Equity ETF (EQTY) to AdvisorShares Focused Equity ETF (CWS)
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
$23.42
Average Daily Volume
32,278
Number of Holdings
*
38
* may have additional holdings in another (foreign) market
CWS
AdvisorShares Focused Equity ETF
CWS Description
The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.Grade (RS Rating)
Last Trade
$68.18
Average Daily Volume
10,345
Number of Holdings
*
25
* may have additional holdings in another (foreign) market
Performance
| Period | EQTY | CWS |
|---|---|---|
| 30 Days | 1.03% | -0.53% |
| 60 Days | 3.21% | 0.90% |
| 90 Days | 9.19% | 4.58% |
| 12 Months | 30.57% | 34.60% |
EQTY Overweight 34 Positions Relative to CWS
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | B | 5.02% | |
| AMZN | A | 4.41% | |
| SCHW | B | 4.26% | |
| BDX | C | 4.23% | |
| GOOG | A | 4.06% | |
| KEYS | C | 4.03% | |
| PM | A | 3.9% | |
| J | D | 3.69% | |
| V | A | 3.5% | |
| CRM | A | 3.44% | |
| KMX | F | 3.22% | |
| LOW | B | 3.12% | |
| BRK.A | D | 3.12% | |
| PCAR | C | 2.94% | |
| AON | A | 2.92% | |
| AXP | A | 2.87% | |
| ORCL | B | 2.79% | |
| PPG | F | 2.46% | |
| JPM | A | 2.4% | |
| DLTR | F | 2.32% | |
| AAPL | C | 1.97% | |
| MSI | B | 1.96% | |
| ADI | C | 1.95% | |
| ANET | B | 1.94% | |
| DEO | F | 1.9% | |
| AMAT | F | 1.73% | |
| AMD | F | 1.14% | |
| HAS | D | 1.13% | |
| HAYW | A | 0.65% | |
| GOOGL | A | 0.48% | |
| MSFT | D | 0.24% | |
| GGG | D | 0.09% | |
| VRSK | B | 0.08% | |
| EFX | D | 0.06% |
EQTY Underweight 21 Positions Relative to CWS
EQTY: Top Represented Industries & Keywords
Industries:
Business Services
Internet Content & Information
Credit Services
Medical Devices
Semiconductors
Software - Infrastructure
Auto & Truck Dealerships
Banks - Global
Beverages - Wineries & Distilleries
Capital Markets
Communication Equipment
Computer Systems
Consumer Electronics
Discount Stores
Diversified Industrials
Electrical Equipment & Parts
Engineering & Construction
Financial Data & Stock Exchanges
Home Improvement Stores
Insurance - Diversified
CWS: Top Represented Industries & Keywords
Industries:
Business Services
Capital Markets
Medical Devices
Aerospace & Defense
Auto Parts
Chemicals
Confectioners
Credit Services
Diagnostics & Research
Electronic Components
Financial Data & Stock Exchanges
Information Technology Services
Insurance - Life
Medical Distribution
Packaging & Containers
Recreational Vehicles
Rental & Leasing Services
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
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