EQTY ETF

EQTY ETF
$30.37
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Returns Overview

1 Month
+2.11%
3 Months
+2.00%
6 Months
+8.07%
YTD
+9.60%
1 Year
+13.88%
3 Years (annualized)
+19.45%
5 Years (annualized)
+2.43%
10 Years (annualized)
+7.04%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EQTY have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+9.60%
Peer Avg (YTD)
+9.28%
vs Peers
+0.32%

EQTY ETF Performance

EQTY performance across multiple time periods: 1-month 2.11%, YTD 9.60%, 1-year 13.88%, 3-year 19.45%, 5-year 2.43%, 10-year 7.04%.

EQTY returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this ETF.

EQTY vs another fund shows side-by-side returns. EQTY alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal Return
1 Month+2.11%
3 Months+2.00%
6 Months+8.07%
1 Year+13.88%
3 Years+19.45%
5 Years+2.43%

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized. Return figures last updated Nov 8, 2026.