IAI vs EQTY

AIAI

BEQTY

Measures won3–2IAI wins · of 6 · 5Y

$10,000 · 5Y$17,874IAI

Lowest cost0.37%IAI · $37 on $10k

Most income1.14%IAI · $114 on $10k

Smallest drop−11.9%EQTY · worst fall in 1Y

Held in common8.1%IAI and EQTY

IAI

EQTY

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3BKovitz Core Equity ETF · $1.4B

+30.6%3 years · per year$22,270 · $17,686+20.9%

+12.3%5 years · per year$17,874 · […][…]

0.37%Expense ratio$37 · $99 on $10k · lower wins0.99%

1.14%12-mo yield$114 · $2 on $10k0.02%

−16.5%Worst dropSmaller wins−11.9%

20.8%VolatilityLower wins13.0%

3–2IAI wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAI · EQTY

5.2%ICE4.5%

8.5%SCHW3.7%

Held in common8.1%

End-of-day Nov 4, 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	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.14%	+3.5%	+4.6%	+7.5%	+30.6%	+12.3%	−16.5%	$1.3B
2	BEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+2.4%	+12.7%	+17.5%	+20.9%	new	−11.9%	$1.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.14%	+3.5%	+4.6%	+7.5%	+30.6%	+12.3%	−16.5%	$1.3B
2	BEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+2.4%	+12.7%	+17.5%	+20.9%	new	−11.9%	$1.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IAI vs EQTY

IAI

iShares U.S. Broker-Dealers & Securities Exchanges

$17,874

EQTY

Kovitz Core Equity

[…]

MeasureIAIEQTY

Fee0.37%0.99%

Cost on $10k a year$37$99

Yield1.14%0.02%

5 years, per year+12.3%[…]

3 years, per year+30.6%+20.9%

Worst drop · 1Y−16.5%−11.9%

Volatility · 1Y20.8%13.0%

3–2measures won
IAI first

8.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IAI, EQTY

Today

8.1%most shared, IAI and EQTY

IAIEQTY

IAI—8.1%

EQTY8.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$77most kept, IAI

IAI$114 − $37 = $77

EQTY$2 − $99 = −$97

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee