EQTY vs JUDO
Kovitz Core Equity ETF vs Janus Henderson US Equity Enhanced Income ETF
Which is better, EQTY or JUDO?
JUDO costs less.
JUDO has a lower expense ratio. JUDO is less concentrated, with 42.1% of the fund in its ten largest positions against 42.9%.
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 | JUDO |
|---|---|---|
| Expense Ratio | 0.99% | 0.55%Best |
| AUM | $1.4B | $7M |
| Dividend Yield | 0.02% | 3.37% |
| Holdings | 77 | 256 |
| YTD Return | +12.60%Best | +10.87% |
| 1Y Return | +16.37% | - |
| 3Y Return (annualized) | +19.06% | - |
| Top 10 Weight | 42.9% | 42.1%Best |
| Fund Family | Kovitz Investment Group | Janus Henderson Investors |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 28, 2011 | Mar 24, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
EQTY vs JUDO 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 JUDO Performance
Kovitz Core Equity ETF (EQTY) is an ETF from Kovitz Investment Group and Janus Henderson US Equity Enhanced Income ETF (JUDO) is an ETF from Janus Henderson Investors. Year to date, EQTY is up 12.60% versus a gain of 10.87% for JUDO.
Past performance does not guarantee future results.
Fees and Cost Over Time
EQTY charges 0.99% per year while JUDO charges 0.55%. On a $10,000 position that is $99 vs $55 annually, a gap of $44 per year that compounds over a long holding period. On income, EQTY currently yields 0.02% against 3.37% for JUDO.
Holdings Overlap
45.3% of EQTY's money is in holdings JUDO also owns. 32.8% of JUDO's money is in holdings EQTY also owns.
The two portfolios partly overlap.
14 positions in common, counted across the 37 positions we hold weights for in EQTY and 70 in JUDO, against full books of 77 and 256.
What only one of them owns
Our book lists 56 positions for JUDO that do not appear in our book for EQTY (66.8% of the fund), and 22 for EQTY that do not appear in JUDO (48.0%).
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 JUDO | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 5.24% | 6.91% | 1.67% |
| GOOGAlphabet Inc. C | 3.96% | 6.05% | 2.09% |
| AMZNAmazon.Com Inc | 3.14% | 4.14% | 1.00% |
| VVisa Inc Class A | 4.89% | 1.59% | 3.30% |
| AAPLApple Inc | 1.72% | 4.62% | 2.90% |
| PMPhilip Morris International Inc. | 4.17% | 1.43% | 2.74% |
| ICEInterContinental Hotels Group PLC Ord Gbp0.208521303 | 4.29% | 0.78% | 3.51% |
| DHRDanaher Corporation | 3.74% | 0.96% | 2.78% |
| METAMeta Platforms Inc | 3.22% | 1.02% | 2.20% |
| MSIMotorola Solutions, Inc | 3.21% | 0.74% | 2.47% |
45.3% of EQTY is already inside JUDO.
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 JUDO?
EQTY has an expense ratio of 0.99% while JUDO charges 0.55%. JUDO is the cheaper option, by $44 a year on a $10,000 investment.
What is the holdings overlap between EQTY and JUDO?
45.3% of EQTY's money is in holdings JUDO also owns. 32.8% of JUDO's is in holdings EQTY also owns. They hold 14 positions in common, counted across the 37 positions we hold weights for in EQTY and 70 in JUDO.
Which pays a higher dividend, EQTY or JUDO?
EQTY yields 0.02% while JUDO yields 3.37%, so JUDO currently pays the higher dividend yield.
Is JUDO better than EQTY?
JUDO has a lower expense ratio. JUDO is less concentrated, with 42.1% of the fund in its ten largest positions against 42.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.