EQTY vs HFSP
Kovitz Core Equity ETF vs TradersAI Large Cap Equity & Cash ETF
Which is better, EQTY or HFSP?
EQTY has been ahead.
EQTY has a lower expense ratio. EQTY led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EQTY | HFSP |
|---|---|---|
| Expense Ratio | 0.99%Best | 1.25% |
| AUM | $1.4B | $690,884.32 |
| Dividend Yield | 0.02% | 0.00% |
| Holdings | 77 | 11 |
| YTD Return | +12.60%Best | -10.49% |
| 1Y Return | +16.37%Best | -15.38% |
| 3Y Return (annualized) | +19.06% | - |
| Volatility (annualized) | 12.1%Best | 15.1% |
| Max Drawdown | -17.3%Best | -38.2% |
| $10,000 over 2 years | $12,862Best | $7,011 |
| Fund Family | Kovitz Investment Group | TradersAI |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 28, 2011 | Oct 23, 2024 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 24, 2024 to Nov 11, 2026 (2 years).
EQTY vs HFSP growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2 years both funds cover.
EQTY vs HFSP Performance
Kovitz Core Equity ETF (EQTY) is an ETF from Kovitz Investment Group and TradersAI Large Cap Equity & Cash ETF (HFSP) is an ETF from TradersAI. Over the past year EQTY returned +16.37% while HFSP returned -15.38%. Year to date, EQTY is up 12.60% versus a loss of 10.49% for HFSP.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HFSP has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.1% for EQTY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -17.3% for EQTY and -38.2% for HFSP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.11. They move largely independently of each other.
Fees and Cost Over Time
EQTY charges 0.99% per year while HFSP charges 1.25%. On a $10,000 position that is $99 vs $125 annually, a gap of $26 per year that compounds over a long holding period. On income, EQTY currently yields 0.02% against 0.00% for HFSP.
Holdings Overlap
We hold position weights for 37 holdings in EQTY and 1 in HFSP, totalling 96.5% and 0.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 37 positions we hold weights for in EQTY and 1 in HFSP, against full books of 77 and 11.
You are not choosing between two funds in isolation.
Whichever of EQTY and HFSP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EQTY or HFSP?
EQTY has an expense ratio of 0.99% while HFSP charges 1.25%. EQTY is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, EQTY or HFSP?
Over the past year EQTY returned +16.37% vs -15.38% for HFSP, so EQTY leads on 1-year performance. Over the longest common window we track (2 years), EQTY annualized +13.41% vs -16.27% for HFSP. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EQTY or HFSP?
HFSP has been the more volatile fund at 15.1% annualized versus 12.1% for EQTY. Worst drawdown: EQTY -17.3% vs HFSP -38.2%.
Should I hold both EQTY and HFSP?
EQTY and HFSP have a monthly-return correlation of 0.11, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EQTY or HFSP?
EQTY yields 0.02% while HFSP yields 0.00%, so EQTY currently pays the higher dividend yield.
Is HFSP better than EQTY?
EQTY has a lower expense ratio. EQTY led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.