EQTY vs VOO5YEQTYEQTYAvsBVOOVOOKovitz Core Equity ETF · $1.4BVanguard S&P 500 ETF · $1.00TReturns · dividends in+18.9%3 years · per year$16,816 · $18,126+21.9%[…]5 years · per year[…] · $17,533+11.9%Cost and income0.99%Expense ratio$99 · $3 on $10k · lower wins0.03%0.02%12-mo yield$2 · $106 on $10k1.06%
Overlap: EQTY, VOO, VUGToday58.2%most shared, VOO and VUGEQTYVOOVUGEQTY—22.3%23.0%VOO22.3%—58.2%VUG23.0%58.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
EQTY vs VOO5YAEQTYKovitz Core Equity[…]vsVOOBVanguard S&P 500$17,533MeasureEQTYVOOFee0.99%0.03%Cost on $10k a year$99$3Yield0.02%1.06%5 years, per year[…]+11.9%3 years, per year+18.9%+21.9%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▲▼1BVOOVanguard S&P 500 ETFReadDesk0.03%1.06%+1.3%+12.3%+12.8%+21.9%+11.9%−8.9%$1.00T2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B3AEQTYKovitz Core Equity ETFReadDesk0.99%0.02%+0.9%+12.5%+17.2%+18.9%new−11.9%$1.4BEnd-of-day Nov 11, 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▲▼1BVOOVanguard S&P 500 ETFReadDesk0.03%1.06%+1.3%+12.3%+12.8%+21.9%+11.9%−8.9%$1.00T2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B3AEQTYKovitz Core Equity ETFReadDesk0.99%0.02%+0.9%+12.5%+17.2%+18.9%new−11.9%$1.4BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
VOO vs IVVYTDVanguardVOOVA+12.3%vsBiSIVViShares+12.3%Jan 1Nov 11+12.3%+12.3%+12.3%Year to date+12.3%1.1%Yield1.1%$1.00TAssets$872B0–0levelEnd-of-day Nov 11, 2026
Overlap: EQTY, VOO, VUGToday58.2%most shared, VOO and VUGEQTYVOOVUGEQTY—22.3%23.0%VOO22.3%—58.2%VUG23.0%58.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$103most kept, VOOVOO$106 − $3 = $103VUG$41 − $3 = $38EQTY$2 − $99 = −$97KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee