EQTY vs VOO

AEQTY

BVOO

Measures won0–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.05%VOO · $105 on $10k

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

Held in common22.2%EQTY and VOO

EQTY

VOO

Kovitz Core Equity ETF · $1.4BVanguard S&P 500 ETF · $1.00T

+20.9%3 years · per year$17,686 · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

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

0.02%12-mo yield$2 · $105 on $10k1.05%

−11.9%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins12.8%

0–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsEQTY · VOO

3.9%MSFT5.8%

4.8%AMZN3.7%

5.4%GOOG2.5%

3.1%META2.4%

Held in common22.2%

End-of-day Nov 4, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+2.4%	+12.7%	+17.5%	+20.9%	new	−11.9%	$1.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+2.4%	+12.7%	+17.5%	+20.9%	new	−11.9%	$1.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EQTY vs VOO

EQTY

Kovitz Core Equity

[…]

VOO

Vanguard S&P 500

$18,115

MeasureEQTYVOO

Fee0.99%0.03%

Cost on $10k a year$99$3

Yield0.02%1.05%

5 years, per year[…]+12.6%

3 years, per year+20.9%+24.2%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y13.0%12.8%

5–0measures won
VOO first

22.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: EQTY, VOO

Today

22.2%most shared, EQTY and VOO

EQTYVOO

EQTY—22.2%

VOO22.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

EQTY$2 − $99 = −$97

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee