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AEQTY

BVTV

Measures won0–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,830VTV · VUG $16,151

Lowest cost0.03%VTV · $3 on $10k

Most income1.81%VTV · $181 on $10k

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

Held in common8.6%EQTY and VTV

Kovitz Core Equity ETF · $1.4BVanguard Morningstar Value ETF · $196B

+18.7%3 years · per year$16,726 · $17,877+21.4%

[…]5 years · per year[…] · $17,830+12.3%

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

0.02%12-mo yield$2 · $181 on $10k1.81%

Cards for this view

EQTY

Kovitz Core Equity

[…]

VTV

Vanguard Morningstar Value

$17,830

MeasureEQTYVTV

Fee0.99%0.03%

Cost on $10k a year$99$3

Yield0.02%1.81%

5 years, per year[…]+12.3%

3 years, per year+18.7%+21.4%

Worst drop · 1Y−11.9%−6.4%

Volatility · 1Y13.5%10.8%

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$195.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$221.0B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+0.1%	+12.0%	+15.5%	+18.7%	new	−11.9%	$1.4B

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$195.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$221.0B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+0.1%	+12.0%	+15.5%	+18.7%	new	−11.9%	$1.4B