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AIAI

BEQTY

Measures won3–2IAI wins · of 6 · 5Y

$10,000 · 5Y$17,440IAI · IWF $15,505

Lowest cost0.18%IWF · $18 on $10k

Most income1.16%IAI · $116 on $10k

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

Held in common8.1%IAI and EQTY

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

+27.1%3 years · per year$20,544 · $16,726+18.7%

+11.8%5 years · per year$17,440 · […][…]

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

1.16%12-mo yield$116 · $2 on $10k

Cards for this view

IAI

iShares U.S. Broker-Dealers & Securities Exchanges

$17,440

EQTY

Kovitz Core Equity

[…]

MeasureIAIEQTY

Fee0.37%0.99%

Cost on $10k a year$37$99

Yield1.16%0.02%

5 years, per year+11.8%[…]

3 years, per year+27.1%+18.7%

Worst drop · 1Y−16.5%−11.9%

Volatility · 1Y21.2%

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1	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk	0.37%	1.16%	+0.3%	+3.1%	+3.4%	+27.1%	+11.8%	−16.5%	$1.3B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$118.9B
3	BEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+0.1%	+12.0%	+15.5%	+18.7%	new	−11.9%	$1.4B

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1	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk	0.37%	1.16%	+0.3%	+3.1%	+3.4%	+27.1%	+11.8%	−16.5%	$1.3B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$118.9B
3	BEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+0.1%	+12.0%	+15.5%	+18.7%	new	−11.9%	$1.4B