EQTY vs. RUNN ETF Comparison
Comparison of Kovitz Core Equity ETF (EQTY) to Running Oak Efficient Growth ETF (RUNN)
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
$21.84
Average Daily Volume
47,530
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
RUNN
Running Oak Efficient Growth ETF
RUNN Description
The fund is in an actively managed exchange-traded fund ("ETF"). Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in exchange-traded equity securities of large and mid-sized U.S. companies with market capitalizations of at least $5 billion. The fund is roughly equally-weighted with 50-75 stocks typically held in the portfolio. The fund may invest up to 20% of net assets in non-U.S. companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$31.00
Average Daily Volume
37,806
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
Performance
Period | EQTY | RUNN |
---|---|---|
30 Days | 2.30% | 3.77% |
60 Days | 2.35% | 0.92% |
90 Days | 4.62% | 4.26% |
12 Months | 25.46% |
1 Overlapping Holdings
Symbol | Grade | Weight in EQTY | Weight in RUNN | Overlap | |
---|---|---|---|---|---|
GOOG | B | 4.91% | 1.98% | 1.98% |
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
IBD 50
Payment Systems
Software
Work From Home
Advertising Network
Advertising Services
Aerospace
Anesthesia
Antibodies
Application Programming Interface
Artificial Intelligence
Auction Based Advertising Program
Bank
Banking
RUNN: Top Represented Industries & Keywords