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AEQTY

BVUG

Measures won2–3VUG wins · of 6 · 5Y

$10,000 · 5Y$16,151VUG · VO $13,748

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common23.0%EQTY and VUG

Kovitz Core Equity ETF · $1.4BVanguard Morningstar Growth ETF · $233B

+18.7%3 years · per year$16,726 · $17,979+21.6%

[…]5 years · per year[…] · $16,151+10.1%

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

0.02%12-mo yield$2 · $41 on $10k0.41%

Cards for this view

EQTY

Kovitz Core Equity

[…]

VUG

Vanguard Morningstar Growth

$16,151

MeasureEQTYVUG

Fee0.99%0.03%

Cost on $10k a year$99$3

Yield0.02%0.41%

5 years, per year[…]+10.1%

3 years, per year+18.7%+21.6%

Worst drop · 1Y−11.9%−15.1%

Volatility · 1Y13.5%

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+14.0%	+13.7%	+18.5%	+6.6%	−8.2%	$103.4B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+14.0%	+13.7%	+18.5%	+6.6%	−8.2%	$103.4B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+0.1%	+12.0%	+15.5%	+18.7%	new	−11.9%	$1.4B