Kovitz ETFs: record by period

Kovitz’s 1-Year Record

1Y

1 of 1 Made Money0 lostKovitz typical +14.3% · All ETFs +6.9%

Made money · 1

More than 30%0

20–30%0

10–20%1BestEQTY+14.3%

5–10%0

0–5%0

Lost money · 0

0–5%0

5–10%0

More than 10%0

Kovitz ETFs · past-year returns · 1 funds with a full year · as of Nov 4, 2026

Kovitz’s Returns by Bucket

1Y

BucketYTD1YMoney made

US stocks1 fund · $1.4B+10.1%+14.3%$174M

Kovitz ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 4, 2026

Kovitz’s Best ETFs

YTD

+10.1%EQTY, Core Equity, led Kovitz

1EQTYCore Equity+10.1%

Kovitz ETFs · year-to-date returns · as of Nov 4, 2026

Kovitz’s Worst ETFs

YTD

No Kovitz fund is down this year.

Kovitz ETFs · year-to-date returns · as of Nov 4, 2026

Kovitz’s ETF Returns

YTD

1–0up · down this year
of 1 funds that traded Jan 1

Funds per 5-point band of YTD return (%).

Typical+10.1%

BestEQTY +10.1%

WorstEQTY +10.1%

Kovitz ETFs · year-to-date returns · as of Nov 4, 2026

Top 1 Kovitz ETFs

1Y

EQTY+14.3%

Best first · dashed line = Kovitz typical +14.3%

Kovitz ETFs · past-year returns · as of Nov 4, 2026

Kovitz’s Money Made

1Y

$174Mmade by the 1 largest · 100% of $174M

Kovitz ETFs · past-year money made · as of Nov 4, 2026 · estimate: AUM × return

Kovitz’s Best and Worst ETFs

1Y

Best 1 of 1

EQTYCore Equity+14.3%

End-of-day Nov 4, 2026 · funds with a full year

Kovitz’s Record by Bucket

1Y

US stocks1 of 1

Kovitz ETFs · past-year returns · as of Nov 4, 2026

Money Made by ETF Issuers

1Y

$1.47Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$435B

2iShares$381B

3SPDR$208B

4Invesco$95.7B

5Schwab$83.8B

End-of-day Nov 4, 2026

Kovitz’s Losing ETFs

1Y

0funds lost money

Kovitz ETFs · past-year returns · as of Nov 4, 2026 · worst first

Kovitz’s Newest ETFs

1Y

0funds not in the record yet

A fund joins Win % and typical return once it has a full year of prices.

Kovitz ETFs · launched in the past year · as of Nov 4, 2026

KKovitz

Record

Kovitz