EQTY vs JLCO
Kovitz Core Equity ETF vs John Hancock Large Cap Opportunities ETF
Which is better, EQTY or JLCO?
JLCO costs less.
JLCO has a lower expense ratio. EQTY is less concentrated, with 42.9% of the fund in its ten largest positions against 46.7%.
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 | JLCO |
|---|---|---|
| Expense Ratio | 0.99% | 0.39%Best |
| AUM | $1.4B | $10M |
| Dividend Yield | 0.02% | 0.00% |
| Holdings | 77 | 111 |
| YTD Return | +8.96%Best | -2.26% |
| 1Y Return | +15.10% | - |
| 3Y Return (annualized) | +17.64% | - |
| Top 10 Weight | 42.9%Best | 46.7% |
| Fund Family | Kovitz Investment Group | John Hancock Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 28, 2011 | Jul 14, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
EQTY vs JLCO 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
EQTY vs JLCO Performance
Kovitz Core Equity ETF (EQTY) is an ETF from Kovitz Investment Group and John Hancock Large Cap Opportunities ETF (JLCO) is an ETF from John Hancock Investment Management. Year to date, EQTY is up 8.96% versus a loss of 2.26% for JLCO.
Past performance does not guarantee future results.
Fees and Cost Over Time
EQTY charges 0.99% per year while JLCO charges 0.39%. On a $10,000 position that is $99 vs $39 annually, a gap of $60 per year that compounds over a long holding period. On income, EQTY currently yields 0.02% against 0.00% for JLCO.
Holdings Overlap
20.1% of EQTY's money is in holdings JLCO also owns. 31.4% of JLCO's money is in holdings EQTY also owns.
The two portfolios partly overlap.
9 positions in common, counted across the 37 positions we hold weights for in EQTY and 54 in JLCO, against full books of 77 and 111.
What only one of them owns
Our book lists 38 positions for JLCO that do not appear in our book for EQTY (61.6% of the fund), and 27 for EQTY that do not appear in JLCO (73.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in EQTY | Weight in JLCO | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 5.24% | 8.22% | 2.98% |
| AMZNAmazon.Com Inc | 3.14% | 6.17% | 3.03% |
| GOOGLAlphabet Inc | 0.84% | 6.87% | 6.03% |
| AMDAdvanced Micro Devices Inc | 1.61% | 3.35% | 1.74% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.57% | 2.82% | 1.25% |
| NFLXNetflix Inc | 2.59% | 0.98% | 1.61% |
| ANETArista Networks, Inc | 1.79% | 1.57% | 0.22% |
| AMATApplied Material | 1.68% | 1.39% | 0.29% |
| LOWLowes Cos., Inc. | 1.69% | 0.05% | 1.64% |
31.4% of JLCO is already inside EQTY.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EQTY or JLCO?
EQTY has an expense ratio of 0.99% while JLCO charges 0.39%. JLCO is the cheaper option, by $60 a year on a $10,000 investment.
What is the holdings overlap between EQTY and JLCO?
31.4% of JLCO's money is in holdings EQTY also owns. 31.4% of JLCO's is in holdings EQTY also owns. They hold 9 positions in common, counted across the 37 positions we hold weights for in EQTY and 54 in JLCO.
Which pays a higher dividend, EQTY or JLCO?
EQTY yields 0.02% while JLCO yields 0.00%, so EQTY currently pays the higher dividend yield.
Is JLCO better than EQTY?
JLCO has a lower expense ratio. EQTY is less concentrated, with 42.9% of the fund in its ten largest positions against 46.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.