IVV vs EQTY

AIVV

BEQTY

Measures won4–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common22.3%IVV and EQTY

IVV

EQTY

iShares Core S&P 500 ETF · $872BKovitz Core Equity ETF · $1.4B

+21.9%3 years · per year$18,122 · $16,816+18.9%

+11.9%5 years · per year$17,530 · […][…]

0.03%Expense ratio$3 · $99 on $10k · lower wins0.99%

1.10%12-mo yield$110 · $2 on $10k0.02%

−8.9%

End-of-day Nov 11, 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	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	BEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+0.9%	+12.5%	+17.2%	+18.9%	new	−11.9%	$1.4B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	BEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+0.9%	+12.5%	+17.2%	+18.9%	new	−11.9%	$1.4B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs EQTY

IVV

iShares Core S&P 500

$17,530

EQTY

Kovitz Core Equity

[…]

MeasureIVVEQTY

Fee0.03%0.99%

Cost on $10k a year$3$99

Yield1.10%0.02%

5 years, per year+11.9%[…]

3 years, per year+21.9%+18.9%

Worst drop · 1Y−8.9%−11.9%

Volatility · 1Y13.7%13.5%

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IVV vs EQTY

Both

Both

$10,000 in IVV, EQTY

Overlap: IVV, EQTY

IVV vs EQTY

SPYM vs SPY

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Overlap: IVV, EQTY

Income After Fees on $10,000