Kovitz’s Total Funds
1Y1 funds · 100% made money
US stocks 1$1.4B · 100%
Kovitz ETFs · past-year returns · as of Nov 4, 2026 · one tile per fund, grouped by category, largest first
Kovitz’s Total Holdings
Today$1.4Bin 1 funds · 1 categories
CategoryFundsAssets ▼Share
US stocks1$1.4B100%
Kovitz ETFs · current holdings · as of Nov 4, 2026
Kovitz’s Share of the ETF Market
Today0%of all US ETF AUM is in Kovitz funds
$1.4B of $16.40T · 1 of 5,803
$1.4B of $16.40T · 1 of 5,803
Kovitz’s AUMEveryone elseNo Kovitz funds · 8 bucketsTile size = the bucket’s total AUM
Kovitz ETFs · current AUM · as of Nov 4, 2026 · tile size = the bucket’s total AUM
Top 10 Kovitz ETFs
Today$1.4B · 100% of $1.4B
Kovitz ETFs · 1 of 1 by assets · as of Nov 4, 2026
Kovitz’s Best ETFs
1Y+14.3%EQTY, the Core Equity fund, led all 1
Kovitz ETFs · past-year returns · as of Nov 4, 2026
Kovitz’s 1-Year Record
1Y1–0made money · lost
of 1 with a full year
of 1 with a full year
100% made moneyAll ETFs 74%
Typical returnMiddle fund
Kovitz+14.3%
All ETFs+6.9%
Best fundEQTY +14.3%
Worst fundEQTY +14.3%
Money made for investors$174M · 89th of 413 issuers
Kovitz ETFs · past-year returns · as of Nov 4, 2026
Kovitz vs iShares
1Y$174MMoney made$381B
$1.4BAssets$4.63T
$13.8MFees earned$7.5B
100%Win %80%
+14.3%Typical return+8.8%
$0.99Fee per $100$0.16
1Funds482
0Launches 202621
2–2level
Kovitz and iShares ETFs · past-year results · as of Nov 4, 2026 · each pair scaled to its larger value
Kovitz’s ETF Launches
20260in 20260in 12 months
No launches yet in 2026.
End-of-day Nov 4, 2026