EQTY ETF

$29.88
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Returns Overview

1 Month
+0.40%
3 Months
+9.91%
6 Months
+3.63%
YTD
+3.56%
1 Year
+11.65%
3 Years (annualized)
+14.74%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+3.56%
Peer Avg (YTD)
+9.51%
vs Peers
-5.95%

EQTY ETF Performance

EQTY performance across multiple time periods: 1-month 0.40%, YTD 3.56%, 1-year 11.65%, 3-year 14.74%.

EQTY returns trail the peer average of 9.51% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this ETF.

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

Compare EQTY

EQTY vs SPYEQTY vs QQQEQTY vs VOOEQTY vs VTIEQTY vs IVVEQTY vs SCHDEQTY vs VYMEQTY vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.40%N/A
3 Months+9.91%N/A
6 Months+3.63%N/A
1 Year+11.65%N/A
3 Years+14.74%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized