Kovitz’s Total Funds
1Y1 funds · 100% made money
US stocks 1$1.4B · 100%
Kovitz ETFs · past-year returns · as of Nov 5, 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 5, 2026
Kovitz’s Share of the ETF Market
Today0%of all US ETF AUM is in Kovitz funds
$1.4B of $16.49T · 1 of 5,803
$1.4B of $16.49T · 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 5, 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 5, 2026
Kovitz’s Best ETFs
1Y+17.5%EQTY, the Core Equity fund, led all 1
Kovitz ETFs · past-year returns · as of Nov 5, 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 78%
Typical returnMiddle fund
Kovitz+17.5%
All ETFs+7.8%
Best fundEQTY +17.5%
Worst fundEQTY +17.5%
Money made for investors$208M · 83rd of 414 issuers
Kovitz ETFs · past-year returns · as of Nov 5, 2026
Kovitz vs Invesco
1Y$208MMoney made$102B
$1.4BAssets$970B
$13.8MFees earned$2.2B
100%Win %86%
+17.5%Typical return+11.0%
$0.99Fee per $100$0.23
1Funds247
0Launches 202615
2–2level
Kovitz and Invesco ETFs · past-year results · as of Nov 5, 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 5, 2026