EQTY vs IWB

AEQTY

BIWB

Measures won1–4IWB wins · of 6 · 5Y

$10,000 · 5Y$16,772IWB · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income0.92%IWB · $92 on $10k

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

Held in common21.1%EQTY and IWB

Kovitz Core Equity ETF · $1.4BiShares Russell 1000 ETF · $48.1B

+18.7%3 years · per year$16,733 · $17,870+21.3%

[…]5 years · per year[…] · $16,772+10.9%

0.99%Expense ratio$99 · $15 on $10k · lower wins0.15%

0.02%12-mo yield$2 · $92 on $10k0.92%

Cards for this view

EQTY

Kovitz Core Equity

[…]

IWB

iShares Russell 1000

$16,772

MeasureEQTYIWB

Fee0.99%0.15%

Cost on $10k a year$99$15

Yield0.02%0.92%

5 years, per year[…]+10.9%

3 years, per year+18.7%+21.3%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y13.5%

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	−0.4%	+11.7%	+11.8%	+21.3%	+10.9%	−8.9%	$48.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	−0.5%	+12.0%	+15.8%	+18.7%	new	−11.9%	$1.4B

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	−0.4%	+11.7%	+11.8%	+21.3%	+10.9%	−8.9%	$48.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	−0.5%	+12.0%	+15.8%	+18.7%	new	−11.9%	$1.4B

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