EQTY vs SPYM5YEQTYEQTYAvsBSPYMSPYMKovitz Core Equity ETF · $1.4BState Street SPDR Portfolio S&P 500 ETF · $186BReturns · dividends in+18.7%3 years · per year$16,726 · $17,930+21.5%[…]5 years · per year[…] · $17,277+11.6%Cost and income0.99%Expense ratio$99 · $2 on $10k · lower wins0.02%0.02%12-mo yield$2 · $103 on $10k1.03%
Overlap: EQTY, SPYM, VOOToday93.3%most shared, SPYM and VOOEQTYSPYMVOOEQTY—22.2%22.3%SPYM22.2%—93.3%VOO22.3%93.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
EQTY vs SPYM5YAEQTYKovitz Core Equity[…]vsSPYMBSPDR Portfolio S&P 500$17,277MeasureEQTYSPYMFee0.99%0.02%Cost on $10k a year$99$2Yield0.02%1.03%5 years, per year[…]+11.6%3 years, per year+18.7%+21.5%Worst drop · 1Y−11.9%−8.9%Volatility · 1Y13.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$186.1B2VOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$1.00T3AEQTYKovitz Core Equity ETFReadDesk0.99%0.02%+0.1%+12.0%+15.5%+18.7%new−11.9%$1.4BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$186.1B2VOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$1.00T3AEQTYKovitz Core Equity ETFReadDesk0.99%0.02%+0.1%+12.0%+15.5%+18.7%new−11.9%$1.4BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
VOO vs IVVYTDVanguardVOOVA+11.5%vsBiSIVViShares+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.1%Yield1.1%$1.00TAssets$879B0–0levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: EQTY, SPYM, VOOToday93.3%most shared, SPYM and VOOEQTYSPYMVOOEQTY—22.2%22.3%SPYM22.2%—93.3%VOO22.3%93.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$104most kept, VOOVOO$107 − $3 = $104SPYM$103 − $2 = $101EQTY$2 − $99 = −$97KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee