Compare · 2 funds side by side · dividends reinvested

PKW and EQTY

PKWInvesco×EQTYKovitz×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,656PKW · best of the two

02 / 04

PKW and EQTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco BuyBack Achievers ETFUnsorted0.63%0.64%+12.5%+16.7%+22.3%+10.7%−7.9%12.8%$1.7B1.1

Kovitz Core Equity ETFUS Stock Styles · Large cap0.99%0.02%+10.1%+14.3%+20.5%[…]−11.9%12.8%$1.4B1.9

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: PKW 2006 · EQTY 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BuyBack Achievers ETF · $1.7B$16,656

PKW

EQTY

Kovitz Core Equity ETF · $1.4B[…]

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

PKWMeasureEQTY

+12.5%Year to dateJan 1 → Nov 3+10.1%

+16.7%1 yearTotal return+14.3%

+22.3%3 years · per year$10,000 became $18,315 · $17,507+20.5%

+10.7%5 years · per year$10,000 became $16,656 · […][…]

0.63%Expense ratio$63 · $99 a year on $10k · lower is better0.99%

0.64%Trailing 12-mo yield$64 · $2 a year on $10k0.02%

−7.9%Worst dropSmaller is better−11.9%

12.8%VolatilityLower is calmer12.8%

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

6–0PKW wins

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

More Ways to See the Pairs

PKW vs EQTY: Top 5 Holdings

Today

PKW

22.8%in top 5

EQTY

in top 523.3%

PKWStockEQTY

not top 5GOOG5.4%

5.1%WFCnot top 5

not top 5AMZN4.8%

4.6%CRMnot top 5

not top 5ICE4.5%

4.5%Cnot top 5

not top 5BDXA4.4%

4.3%BACnot top 5

4.3%SCHWnot top 5

not top 5PM4.2%

Held in common9.3%

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

PKW vs EQTY Returns, Every Period

InvescoPKW

+16.7%

past year

EQTYKovitz

+14.3%

past year

PKWEQTYFaded: behind in that period

3–0PKW wins

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

Unsorted vs Stocks: PKW vs EQTY

YTD

InvescoPKW

+12.5%

EQTYKovitz

+10.1%

+12.5%Year to date+10.1%

−7.9%Worst drop · 1Y−11.9%

12.8%Volatility · 1Y12.8%

0.6%Yield0.0%

$1.7BAssets$1.4B

3–0PKW wins

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

Cost, Income and Risk

Fees: PKW, EQTY

Today

0.63%lowest, PKW

FundExpense ratioFee$10k

PKW0.63%$63

EQTY0.99%$99

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

Yields: PKW, EQTY

0.64%highest, PKW

FundTrailing yieldYield$10k

PKW0.64%$64

EQTY0.02%$2

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

Income After Fees on $10,000

$1most kept, PKW

PKW$64 − $63 = $1

EQTY$2 − $99 = −$97

KeptFee

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

Overlap: PKW, EQTY

Today

9.3%most shared, PKW and EQTY

PKWEQTY

PKW—9.3%

EQTY9.3%—

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

Return vs Bumpiness: 2 ETFs

+16.7%PKW, at 12.8% volatility

EQTYWorst drop−11.9%12.8% vol

PKWWorst drop−7.9%12.8% vol

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

Paid More vs Made More

YTD

PKWEQTY

+12.5%Year to date+10.1%

0.6%Yield0.0%

+16.7%Past year+14.3%

0.63%Fee0.99%

4–0PKW wins

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