EQTY vs VTI

AEQTY

BVTI

Measures won1–4VTI wins · of 6 · 5Y

$10,000 · 5Y$16,678VTI

Lowest cost0.03%VTI · $3 on $10k

Most income1.05%VTI · $106 on $10k

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

Held in common20.6%EQTY and VTI

EQTY

VTI

Kovitz Core Equity ETF · $1.4BVanguard Morningstar Total Stock Market ETF · $689B

+18.9%3 years · per year$16,816 · $18,043+21.7%

[…]5 years · per year[…] · $16,678+10.8%

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

0.02%12-mo yield$2 · $106 on $10k1.05%

−11.9%

End-of-day Nov 11, 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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+0.9%	+12.5%	+17.2%	+18.9%	new	−11.9%	$1.4B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+0.9%	+12.5%	+17.2%	+18.9%	new	−11.9%	$1.4B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EQTY vs VTI

EQTY

Kovitz Core Equity

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,678

MeasureEQTYVTI

Fee0.99%0.03%

Cost on $10k a year$99$3

Yield0.02%1.05%

5 years, per year[…]+10.8%

3 years, per year+18.9%+21.7%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y13.5%

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EQTY vs VTI

Both

Both

$10,000 in EQTY, VTI

Overlap: EQTY, VTI

EQTY vs VTI

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Overlap: EQTY, VTI

Income After Fees on $10,000