Compare · 2 funds side by side · dividends reinvested

EQTY and IJH

EQTYKovitz×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 04

EQTY and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.4

Kovitz Core Equity ETFUS Stock Styles · Large cap0.99%0.02%+8.9%+13.3%+18.9%[…]−11.9%13.4%$1.4B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: EQTY 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Kovitz Core Equity ETF · $1.4B[…]

EQTY

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

EQTYMeasureIJH

+8.9%Year to dateJan 1 → Nov 6+9.5%

+13.3%1 yearTotal return+12.9%

+18.9%3 years · per year$10,000 became $16,794 · $15,806+16.5%

[…]5 years · per year$10,000 became […] · $13,830+6.7%

0.99%Expense ratio$99 · $5 a year on $10k · lower is better0.05%

0.02%Trailing 12-mo yield$2 · $125 a year on $10k1.25%

−11.9%Worst dropSmaller is better−8.8%

13.4%VolatilityLower is calmer15.5%

EQTYIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4IJH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EQTY vs IJH: Top 5 Holdings

Today

EQTY

23.3%in top 5

IJH

in top 53.5%

EQTYStockIJH

5.4%GOOGnot top 5

4.8%AMZNnot top 5

4.5%ICEnot top 5

4.4%BDXnot top 5

4.2%PMnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common0.3%

End-of-day Nov 6, 2026 · share of each fund

EQTY vs IJH Returns, Every Period

KovitzEQTY

+13.3%

past year

IJHiShares

+12.9%

past year

EQTYIJHFaded: behind in that period

2–1EQTY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

EQTY vs IJH

YTD

KovitzEQTY

+8.9%

IJHiShares

+9.5%

+8.9%Year to date+9.5%

−11.9%Worst drop · 1Y−8.8%

13.4%Volatility · 1Y15.5%

0.0%Yield1.3%

$1.4BAssets$121B

3–1IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EQTY, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

EQTY0.99%$99

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EQTY, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

EQTY0.02%$2

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

EQTY$2 − $99 = −$97

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EQTY, IJH

Today

0.3%most shared, EQTY and IJH

EQTYIJH

EQTY—0.3%

IJH0.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.3%EQTY, at 13.4% volatility

EQTYWorst drop−11.9%13.4% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHEQTY

+9.5%Year to date+8.9%

1.3%Yield0.0%

+12.9%Past year+13.3%

0.05%Fee0.99%

3–1IJH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026