EQTY ETF

EQTY ETF
$30.01
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Returns Overview

1 Month
+3.76%
3 Months
+5.96%
6 Months
+4.58%
YTD
+7.45%
1 Year
+13.88%
3 Years (annualized)
+14.83%
5 Years (annualized)
+8.71%
10 Years (annualized)
+12.47%

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
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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)
+7.45%
Peer Avg (YTD)
+9.41%
vs Peers
-1.96%

EQTY ETF Performance

EQTY performance across multiple time periods: 1-month 3.76%, YTD 7.45%, 1-year 13.88%, 3-year 14.83%, 5-year 8.71%, 10-year 12.47%.

EQTY returns trail the peer average of 9.41% 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.

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+3.76%N/A
3 Months+5.96%N/A
6 Months+4.58%N/A
1 Year+13.88%N/A
3 Years+14.83%N/A
5 Years+8.71%N/A

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