EQTY vs IVV

AEQTY

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SPY $17,481

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common22.3%EQTY and IVV

Kovitz Core Equity ETF · $1.4BiShares Core S&P 500 ETF · $883B

+18.9%3 years · per year$16,816 · $18,122+21.9%

[…]5 years · per year[…] · $17,530+11.9%

0.99%Expense ratio$99 · $3 on $10k · lower wins0.03%

0.02%12-mo yield$2 · $110 on $10k1.10%

Cards for this view

EQTY

Kovitz Core Equity

[…]

IVV

iShares Core S&P 500

$17,530

MeasureEQTYIVV

Fee0.99%0.03%

Cost on $10k a year$99$3

Yield0.02%1.10%

5 years, per year[…]+11.9%

3 years, per year+18.9%+21.9%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y13.5%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+0.9%	+12.5%	+17.2%	+18.9%	new	−11.9%	$1.4B

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+0.9%	+12.5%	+17.2%	+18.9%	new	−11.9%	$1.4B

Loading…