Compare · 2 funds side by side · dividends reinvested

EQTY and IVV

EQTYKovitz×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

EQTY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

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 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Kovitz Core Equity ETF · $1.4B[…]

EQTY

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 21.9% in common

EQTYMeasureIVV

+8.9%Year to dateJan 1 → Nov 6+8.7%

+13.3%1 yearTotal return+9.8%

+18.9%3 years · per year$10,000 became $16,794 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.99%Expense ratio$99 · $3 a year on $10k · lower is better0.03%

0.02%Trailing 12-mo yield$2 · $114 a year on $10k1.14%

−11.9%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.6%

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

3–4IVV 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 IVV: Top 5 Holdings

Today

EQTY

23.3%in top 5

IVV

in top 527.8%

EQTYStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.4%GOOGnot top 5

4.8%AMZN4.0%

4.5%ICEnot top 5

4.4%BDXnot top 5

4.2%PMnot top 5

not top 5GOOGL2.6%

Held in common21.9%

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

EQTY vs IVV Returns, Every Period

KovitzEQTY

+13.3%

past year

IVViShares

+9.8%

past year

EQTYIVVFaded: behind in that period

2–1EQTY wins

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

Stocks vs Core: EQTY vs IVV

YTD

KovitzEQTY

+8.9%

IVViShares

+8.7%

+8.9%Year to date+8.7%

−11.9%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.6%

0.0%Yield1.1%

$1.4BAssets$853B

2–2level

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

Cost, Income and Risk

Fees: EQTY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

EQTY0.99%$99

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

Yields: EQTY, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

EQTY0.02%$2

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

EQTY$2 − $99 = −$97

KeptFee

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

Overlap: EQTY, IVV

Today

21.9%most shared, EQTY and IVV

EQTYIVV

EQTY—21.9%

IVV21.9%—

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

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IVVEQTY

+8.7%Year to date+8.9%

1.1%Yield0.0%

+9.8%Past year+13.3%

0.03%Fee0.99%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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