Compare · 2 funds side by side · dividends reinvested

IAI and EQTY

IAIiShares×EQTYKovitz×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,959IAI · best of the two

02 / 04

IAI and EQTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Kovitz Core Equity ETFUS Stock Styles · Large cap0.99%0.02%+10.1%+14.3%+20.5%[…]−11.9%12.8%$1.4B1.4

iShares U.S. Broker-Dealers & Securities Exchanges ETFUS Stock Styles · Large cap0.37%1.18%+1.1%+3.8%+29.8%+11.1%−16.5%20.5%$1.3B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: IAI 2006 · EQTY 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3B$16,959

IAI

EQTY

Kovitz Core Equity ETF · $1.4B[…]

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

IAIMeasureEQTY

+1.1%Year to dateJan 1 → Nov 3+10.1%

+3.8%1 yearTotal return+14.3%

+29.8%3 years · per year$10,000 became $21,870 · $17,507+20.5%

+11.1%5 years · per year$10,000 became $16,959 · […][…]

0.37%Expense ratio$37 · $99 a year on $10k · lower is better0.99%

1.18%Trailing 12-mo yield$118 · $2 a year on $10k0.02%

−16.5%Worst dropSmaller is better−11.9%

20.5%VolatilityLower is calmer12.8%

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

3–4EQTY wins

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

More Ways to See the Pairs

IAI vs EQTY: Top 5 Holdings

Today

IAI

52.2%in top 5

EQTY

in top 523.3%

IAIStockEQTY

17.9%GSnot top 5

15.1%MSnot top 5

8.5%SCHWnot top 5

not top 5GOOG5.4%

5.4%SPGInot top 5

5.3%CMEnot top 5

not top 5AMZN4.8%

not top 5ICE4.5%

not top 5BDXA4.4%

not top 5PM4.2%

Held in common8.1%

End-of-day Nov 3, 2026 · share of each fund

IAI vs EQTY Returns, Every Period

iSharesIAI

+3.8%

past year

EQTYKovitz

+14.3%

past year

IAIEQTYFaded: behind in that period

1–2EQTY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IAI vs EQTY

YTD

iSharesIAI

+1.1%

EQTYKovitz

+10.1%

+1.1%Year to date+10.1%

−16.5%Worst drop · 1Y−11.9%

20.5%Volatility · 1Y12.8%

1.2%Yield0.0%

$1.3BAssets$1.4B

3–1EQTY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IAI, EQTY

Today

0.37%lowest, IAI

FundExpense ratioFee$10k

IAI0.37%$37

EQTY0.99%$99

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IAI, EQTY

1.18%highest, IAI

FundTrailing yieldYield$10k

IAI1.18%$118

EQTY0.02%$2

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, IAI

IAI$118 − $37 = $81

EQTY$2 − $99 = −$97

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IAI, EQTY

Today

8.1%most shared, IAI and EQTY

IAIEQTY

IAI—8.1%

EQTY8.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%EQTY, at 12.8% volatility

EQTYWorst drop−11.9%12.8% vol

IAIWorst drop−16.5%20.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IAIEQTY

+1.1%Year to date+10.1%

1.2%Yield0.0%

+3.8%Past year+14.3%

0.37%Fee0.99%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026