EQTY vs VTV

AEQTY

BVTV

Measures won0–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common8.6%EQTY and VTV

EQTY

VTV

Kovitz Core Equity ETF · $1.4BVanguard Morningstar Value ETF · $184B

+18.9%3 years · per year$16,794 · $17,687+20.9%

[…]5 years · per year[…] · $17,585+12.0%

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

0.02%12-mo yield$2 · $187 on $10k1.87%

−11.9%Worst dropSmaller wins−6.4%

13.4%VolatilityLower wins10.7%

0–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsEQTY · VTV

1.8%BRK-B2.9%

4.2%PM1.1%

3.9%TMO0.9%

2.6%ADI0.7%

Held in common8.6%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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 VTV

EQTY

Kovitz Core Equity

[…]

VTV

Vanguard Morningstar Value

$17,585

MeasureEQTYVTV

Fee0.99%0.03%

Cost on $10k a year$99$3

Yield0.02%1.87%

5 years, per year[…]+12.0%

3 years, per year+18.9%+20.9%

Worst drop · 1Y−11.9%−6.4%

Volatility · 1Y13.4%10.7%

5–0measures won
VTV first

8.6%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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, VTV

Today

8.6%most shared, EQTY and VTV

EQTYVTV

EQTY—8.6%

VTV8.6%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

EQTY$2 − $99 = −$97

KeptFee

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