EQTY vs SPY

AEQTY

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common21.9%EQTY and SPY

EQTY

SPY

Kovitz Core Equity ETF · $1.4BState Street SPDR S&P 500 ETF · $805B

+19.2%3 years · per year$16,955 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.99%Expense ratio$99 · $9 on $10k · lower wins0.09%

0.02%12-mo yield$2 · $103 on $10k1.03%

−11.9%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsEQTY · SPY

4.8%AMZN3.9%

3.9%MSFT6.2%

3.1%META2.1%

5.4%GOOG2.1%

Held in common21.9%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	−3.2%	+9.1%	+14.2%	+19.2%	new	−11.9%	$1.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	−3.2%	+9.1%	+14.2%	+19.2%	new	−11.9%	$1.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EQTY vs SPY

EQTY

Kovitz Core Equity

[…]

SPY

SPDR S&P 500

$17,099

MeasureEQTYSPY

Fee0.99%0.09%

Cost on $10k a year$99$9

Yield0.02%1.03%

5 years, per year[…]+11.3%

3 years, per year+19.2%+22.0%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y13.4%13.6%

4–1measures won
SPY first

21.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: EQTY, SPY

Today

21.9%most shared, EQTY and SPY

EQTYSPY

EQTY—21.9%

SPY21.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

EQTY$2 − $99 = −$97

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee