EQTY vs DCOR

AEQTY

BDCOR

Measures won0–5DCOR wins · of 6 · 5Y

$10,000 · 5Y$16,557VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DCOR · $90 on $10k

Smallest drop−8.3%DCOR · worst fall in 1Y

Held in common17.3%EQTY and DCOR

Kovitz Core Equity ETF · $1.4BU.S. Core Equity 1 Portfolio ETF Class Shares · $44.8B

+18.9%3 years · per year$16,816 · $17,950+21.5%

[…]5 years · per year[…]

0.99%Expense ratio$99 · $17 on $10k · lower wins0.17%

0.02%12-mo yield$2 · $90 on $10k0.90%

Cards for this view

EQTY

Kovitz Core Equity

[…]

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureEQTYDCOR

Fee0.99%0.17%

Cost on $10k a year$99$17

Yield0.02%0.90%

5 years, per year[…][…]

3 years, per year+18.9%+21.5%

Worst drop · 1Y−11.9%−8.3%

Volatility · 1Y13.5%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+0.9%	+12.5%	+17.2%	+18.9%	new	−11.9%	$1.4B
3	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.90%	+1.0%	+15.0%	+16.2%	+21.5%	new	−8.3%	$44.8B

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+0.9%	+12.5%	+17.2%	+18.9%	new	−11.9%	$1.4B
3	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.90%	+1.0%	+15.0%	+16.2%	+21.5%	new	−8.3%	$44.8B

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