EQTY vs VOO

AEQTY

BVOO

Measures won1–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common22.3%EQTY and VOO

EQTY

VOO

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

+18.9%3 years · per year$16,794 · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

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

0.02%12-mo yield$2 · $110 on $10k1.10%

−11.9%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.5%

1–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEQTY · VOO

3.9%MSFT5.8%

4.8%AMZN3.7%

5.4%GOOG2.5%

3.1%META2.4%

Held in common22.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	−0.2%	+8.9%	+13.3%	+18.9%	new	−11.9%	$1.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	−0.2%	+8.9%	+13.3%	+18.9%	new	−11.9%	$1.4B

End-of-day Nov 6, 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

$17,177

MeasureEQTYVOO

Fee0.99%0.03%

Cost on $10k a year$99$3

Yield0.02%1.10%

5 years, per year[…]+11.4%

3 years, per year+18.9%+21.8%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y13.4%13.5%

4–1measures won
VOO first

22.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: EQTY, VOO, IVV

Today

92.2%most shared, VOO and IVV

EQTYVOOIVV

EQTY—22.3%21.9%

VOO22.3%—92.2%

IVV21.9%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

EQTY$2 − $99 = −$97

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee