EQTY vs VOO

AEQTY

BVOO

Measures won1–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,393VOO · SPY $17,337

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common22.3%EQTY and VOO

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

+18.7%3 years · per year$16,733 · $18,015+21.7%

[…]5 years · per year[…] · $17,393+11.7%

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

0.02%12-mo yield$2 · $107 on $10k1.07%

Cards for this view

EQTY

Kovitz Core Equity

[…]

VOO

Vanguard S&P 500

$17,393

MeasureEQTYVOO

Fee0.99%0.03%

Cost on $10k a year$99$3

Yield0.02%1.07%

5 years, per year[…]+11.7%

3 years, per year+18.7%+21.7%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y13.5%

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	−0.5%	+12.0%	+15.8%	+18.7%	new	−11.9%	$1.4B

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	−0.5%	+12.0%	+15.8%	+18.7%	new	−11.9%	$1.4B

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