Compare · 2 funds side by side · dividends reinvested

EQTY and VUG

EQTYKovitz×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,052VUG · best of the two

02 / 04

EQTY and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Kovitz Core Equity ETFUS Stock Styles · Large cap0.99%0.02%+9.1%+14.2%+19.2%[…]−11.9%13.4%$1.4B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: EQTY 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Kovitz Core Equity ETF · $1.4B[…]

EQTY

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 23.0% in common

EQTYMeasureVUG

+9.1%Year to dateJan 1 → Nov 5+0.5%

+14.2%1 yearTotal return−0.6%

+19.2%3 years · per year$10,000 became $16,955 · $18,532+22.8%

[…]5 years · per year$10,000 became […] · $16,052+9.9%

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

0.02%Trailing 12-mo yield$2 · $43 a year on $10k0.43%

−11.9%Worst dropSmaller is better−15.1%

13.4%VolatilityLower is calmer19.0%

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

4–3EQTY wins

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

More Ways to See the Pairs

EQTY vs VUG: Top 5 Holdings

Today

EQTY

23.3%in top 5

VUG

in top 545.2%

EQTYStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

5.4%GOOGnot top 5

not top 5GOOGL5.2%

4.8%AMZNnot top 5

4.5%ICEnot top 5

4.4%BDXnot top 5

not top 5AVGO4.3%

4.2%PMnot top 5

Held in common23.0%

End-of-day Nov 5, 2026 · share of each fund

EQTY vs VUG Returns, Every Period

KovitzEQTY

+14.2%

past year

VUGVanguard

−0.6%

past year

EQTYVUGFaded: behind in that period

2–1EQTY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

EQTY vs VUG

YTD

KovitzEQTY

+9.1%

VUGVanguard

+0.5%

+9.1%Year to date+0.5%

−11.9%Worst drop · 1Y−15.1%

13.4%Volatility · 1Y19.0%

0.0%Yield0.4%

$1.4BAssets$233B

3–1EQTY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EQTY, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

EQTY0.99%$99

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: EQTY, VUG

0.43%highest, VUG

FundTrailing yieldYield$10k

VUG0.43%$43

EQTY0.02%$2

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

EQTY$2 − $99 = −$97

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: EQTY, VUG

Today

23.0%most shared, EQTY and VUG

EQTYVUG

EQTY—23.0%

VUG23.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.2%EQTY, at 13.4% volatility

EQTYWorst drop−11.9%13.4% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VUGEQTY

+0.5%Year to date+9.1%

0.4%Yield0.0%

−0.6%Past year+14.2%

0.03%Fee0.99%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026