EQTY vs VO

AEQTY

BVO

Measures won1–4VO wins · of 6 · 5Y

$10,000 · 5Y$13,829VO

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common2.9%EQTY and VO

EQTY

Kovitz Core Equity ETF · $1.4BVanguard Morningstar Mid-Cap ETF · $103B

+18.5%3 years · per year$16,654 · $16,445+18.0%

[…]5 years · per year[…] · $13,829+6.7%

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

0.02%12-mo yield$2 · $135 on $10k1.35%

−11.9%

End-of-day Nov 10, 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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	−0.1%	+11.6%	+17.7%	+18.5%	new	−11.9%	$1.4B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	−0.1%	+11.6%	+17.7%	+18.5%	new	−11.9%	$1.4B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EQTY vs VO

EQTY

Kovitz Core Equity

[…]

Vanguard Morningstar Mid-Cap

$13,829

MeasureEQTYVO

Fee0.99%0.03%

Cost on $10k a year$99$3

Yield0.02%1.35%

5 years, per year[…]+6.7%

3 years, per year+18.5%+18.0%

Worst drop · 1Y−11.9%−8.2%

Volatility · 1Y13.5%13.0%

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EQTY vs VO

Both

Both

$10,000 in EQTY, VO

Overlap: EQTY, VO

EQTY vs VO

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Income After Fees on $10,000