EQTY vs IVVM
Kovitz Core Equity ETF vs iShares Large Cap Moderate Quarterly Laddered ETF
Which is better, EQTY or IVVM?
EQTY has been ahead.
IVVM has a lower expense ratio. EQTY led over 1Y, 3Y 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 | IVVM |
|---|---|---|
| Expense Ratio | 0.99% | 0.50%Best |
| AUM | $1.4B | $193M |
| Dividend Yield | 0.02% | 0.57% |
| Holdings | 77 | 27 |
| YTD Return | +11.63%Best | +7.70% |
| 1Y Return | +16.19%Best | +8.01% |
| 3Y Return (annualized) | +18.73%Best | +13.52% |
| Volatility (annualized) | 12.2% | 6.6%Best |
| Max Drawdown | -17.3% | -11.6%Best |
| $10,000 over 3.4 years | $16,370Best | $14,903 |
| Fund Family | Kovitz Investment Group | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 28, 2011 | Jun 28, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: Jun 30, 2023 to Nov 10, 2026 (3.4 years).
EQTY vs IVVM 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 3.4 years both funds cover.
EQTY vs IVVM Performance
Kovitz Core Equity ETF (EQTY) is an ETF from Kovitz Investment Group and iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) is an ETF from iShares by BlackRock (US). Over the past year EQTY returned +16.19% while IVVM returned +8.01%. Year to date, EQTY is up 11.63% versus a gain of 7.70% for IVVM.
Over three years, EQTY compounded at +18.73% per year against +13.52% for IVVM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EQTY has been the more volatile fund, with annualized monthly volatility of 12.2% compared with 6.6% for IVVM. 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 -11.6% for IVVM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EQTY charges 0.99% per year while IVVM charges 0.50%. On a $10,000 position that is $99 vs $50 annually, a gap of $49 per year that compounds over a long holding period. On income, EQTY currently yields 0.02% against 0.57% for IVVM.
Holdings Overlap
We hold position weights for 37 holdings in EQTY and 3 in IVVM, totalling 96.5% and 99.8% 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 3 in IVVM, against full books of 77 and 27.
You are not choosing between two funds in isolation.
Whichever of EQTY and IVVM 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 IVVM?
EQTY has an expense ratio of 0.99% while IVVM charges 0.50%. IVVM is the cheaper option, by $49 a year on a $10,000 investment.
Which performed better, EQTY or IVVM?
Over the past year EQTY returned +16.19% vs +8.01% for IVVM, so EQTY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EQTY or IVVM?
EQTY has been the more volatile fund at 12.2% annualized versus 6.6% for IVVM. Worst drawdown: EQTY -17.3% vs IVVM -11.6%.
Should I hold both EQTY and IVVM?
EQTY and IVVM have a monthly-return correlation of 0.83, 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 IVVM?
EQTY yields 0.02% while IVVM yields 0.57%, so IVVM currently pays the higher dividend yield.
Is IVVM better than EQTY?
IVVM has a lower expense ratio. EQTY led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.