EFAvsEQTY
iShares MSCI EAFE ETF against KOVITZ CORE EQUITY ETF — the fee, the flows, the book, and a year head-to-head.
Head to head
| EFA | EQTY | |
|---|---|---|
| Expense ratio | 0.35% | — |
| Assets | $76.4B | $1.1B |
| Net flow, 1 month | +$320M | — |
| Net flow, 1 year | +$2B | — |
| Return, YTD | +7.9% | +10.0% |
| Return, 1 year | +8.2% | +11.4% |
| Avg daily volume | 15M | 95K |
| Holdings | 783 | 0 |
| Listed | Aug 14, 2001 | Nov 27, 2023 |
| Options market | Yes | Yes |
MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS