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
$23.22
Average Daily Volume
45,990
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
$58.75
Average Daily Volume
654,106
Number of Holdings
*
48
* may have additional holdings in another (foreign) market
Performance
Period | EQTY | IHI |
---|---|---|
30 Days | 3.26% | 0.93% |
60 Days | 5.93% | 7.47% |
90 Days | 7.20% | 4.98% |
12 Months | 28.05% | 20.38% |
1 Overlapping Holdings
Symbol | Grade | Weight in EQTY | Weight in IHI | Overlap | |
---|---|---|---|---|---|
BDX | D | 4.51% | 4.49% | 4.49% |
EQTY Underweight 47 Positions Relative to IHI
Symbol | Grade | Weight | |
---|---|---|---|
ABT | C | -16.67% | |
ISRG | C | -14.53% | |
SYK | C | -10.54% | |
IDXX | D | -4.65% | |
BSX | B | -4.55% | |
GEHC | B | -4.54% | |
MDT | B | -4.45% | |
EW | F | -4.4% | |
RMD | C | -4.26% | |
DXCM | F | -3.34% | |
STE | B | -2.77% | |
ZBH | F | -2.57% | |
BAX | C | -2.33% | |
HOLX | D | -2.24% | |
PODD | C | -1.97% | |
TFX | B | -1.35% | |
GMED | D | -0.95% | |
PEN | D | -0.9% | |
GKOS | C | -0.83% | |
INSP | D | -0.75% | |
TMDX | C | -0.65% | |
MASI | C | -0.64% | |
PRCT | C | -0.52% | |
ITGR | C | -0.51% | |
AXNX | B | -0.42% | |
NVST | D | -0.39% | |
TNDM | D | -0.35% | |
LIVN | D | -0.33% | |
QDEL | D | -0.31% | |
ENOV | F | -0.29% | |
CNMD | D | -0.27% | |
IRTC | F | -0.26% | |
NARI | F | -0.26% | |
OMCL | C | -0.24% | |
LMAT | B | -0.22% | |
NVCR | F | -0.2% | |
ATRC | D | -0.17% | |
IART | F | -0.14% | |
AORT | D | -0.11% | |
SRDX | D | -0.07% | |
SIBN | F | -0.07% | |
ATEC | F | -0.07% | |
AXGN | C | -0.07% | |
OFIX | D | -0.07% | |
VREX | F | -0.05% | |
TMCI | F | -0.03% | |
FNA | F | -0.03% |
EQTY: Top Represented Industries & Keywords
Industries:
Internet Content & Information
Credit Services
Engineering & Construction
Financial Data & Stock Exchanges
Insurance - Diversified
Medical Instruments & Supplies
Scientific & Technical Instruments
Specialty Retail
Tobacco
Keywords:
S&P 500
Hyperscale
Nasdaq 100
Aerospace
Computing
Dow Jones Component
Software
Work From Home
Advertising Network
Advertising Services
Anesthesia
Antibodies
Application Programming Interface
Artificial Intelligence
Auction Based Advertising Program
Automation Software
Biology
Biotechnology
Calibration
Calibration Services
IHI: Top Represented Industries & Keywords