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AEQTY

BSCHB

Measures won1–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,830VTV · SCHB $16,423

Lowest cost0.03%SCHB · $3 on $10k

Most income1.81%VTV · $181 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common20.7%EQTY and SCHB

Kovitz Core Equity ETF · $1.4BSchwab U.S. Broad Market ETF · $44.3B

+18.7%3 years · per year$16,726 · $17,836+21.3%

[…]5 years · per year[…] · $16,423+10.4%

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

0.02%12-mo yield$2 · $106 on $10k1.06%

Cards for this view

EQTY

Kovitz Core Equity

[…]

SCHB

Schwab U.S. Broad Market

$16,423

MeasureEQTYSCHB

Fee0.99%0.03%

Cost on $10k a year$99$3

Yield0.02%1.06%

5 years, per year[…]+10.4%

3 years, per year+18.7%+21.3%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y13.5%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	−0.3%	+11.5%	+11.6%	+21.3%	+10.4%	−8.9%	$44.3B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+0.1%	+12.0%	+15.5%	+18.7%	new	−11.9%	$1.4B

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	−0.3%	+11.5%	+11.6%	+21.3%	+10.4%	−8.9%	$44.3B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+0.1%	+12.0%	+15.5%	+18.7%	new	−11.9%	$1.4B