EQTY vs VOO
Kovitz Core Equity ETF vs Vanguard S&P 500 ETF
Which is better, EQTY or VOO?
VOO has been ahead.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 41.5%.
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 | VOO |
|---|---|---|
| Expense Ratio | 0.99% | 0.03%Best |
| AUM | $1.4B | $997.4B |
| Dividend Yield | 0.02% | 1.04% |
| Holdings | 43 | 509 |
| YTD Return | +7.51% | +12.37%Best |
| 1Y Return | +10.90% | +16.61%Best |
| 3Y Return (annualized) | +16.10% | +21.37%Best |
| 5Y Return (annualized) | - | +13.49% |
| Volatility (annualized) | 13.1% | 12.5%Best |
| Max Drawdown | -17.3%Best | -18.7% |
| $10,000 over 3.8 years | $17,960 | $20,286Best |
| Top 10 Weight | 41.5% | 37.6%Best |
| Fund Family | Kovitz Investment Group | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 28, 2011 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Dec 12, 2022 to Sep 18, 2026 (3.8 years).
EQTY vs VOO 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 3.8 years both funds cover.
EQTY vs VOO Performance
Kovitz Core Equity ETF (EQTY) is an ETF from Kovitz Investment Group and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year EQTY returned +10.90% while VOO returned +16.61%. Year to date, EQTY is up 7.51% versus a gain of 12.37% for VOO.
Over three years, EQTY compounded at +16.10% per year against +21.37% for VOO. Across the full 4-year window we track, VOO has the edge at +20.46% annualized vs +16.66%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EQTY has been the more volatile fund, with annualized monthly volatility of 13.1% compared with 12.5% for VOO. 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 -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EQTY charges 0.99% per year while VOO charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, EQTY currently yields 0.02% against 1.04% for VOO.
Holdings Overlap
81.8% of EQTY's money is in holdings VOO also owns. 31.8% of VOO's money is in holdings EQTY also owns.
Most of EQTY is already inside VOO. Owning both mostly buys the same companies twice.
31 positions in common, counted across the 38 positions we hold weights for in EQTY and 494 in VOO, against full books of 43 and 509.
What only one of them owns
Our book lists 456 positions for VOO that do not appear in our book for EQTY (67.4% of the fund), and 7 for EQTY that do not appear in VOO (14.4%).
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 VOO | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 4.92% | 5.36% | 0.44% |
| AAPLApple, Inc | 1.60% | 7.05% | 5.45% |
| AMZNAmazon.Com Inc | 3.20% | 4.13% | 0.93% |
| GOOGAlphabet Inc | 3.85% | 2.62% | 1.23% |
| VVisa Inc Class A | 4.64% | 0.93% | 3.71% |
| SCHWSchwab Strategic T | 5.01% | 0.27% | 4.74% |
| ICEInternational Exchange, Inc. | 4.35% | 0.13% | 4.22% |
| METAMeta Platforms Inc | 2.50% | 1.90% | 0.60% |
| PMPhilip Morris International Inc. | 3.91% | 0.46% | 3.45% |
| WATWaters Corp. | 4.01% | 0.06% | 3.95% |
81.8% of EQTY is already inside VOO.
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 VOO?
EQTY has an expense ratio of 0.99% while VOO charges 0.03%. VOO is the cheaper option, by $96 a year on a $10,000 investment.
Which performed better, EQTY or VOO?
Over the past year EQTY returned +10.90% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), EQTY annualized +16.66% vs +20.46% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EQTY or VOO?
EQTY has been the more volatile fund at 13.1% annualized versus 12.5% for VOO. Worst drawdown: EQTY -17.3% vs VOO -18.7%.
Should I hold both EQTY and VOO?
EQTY and VOO have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EQTY and VOO?
81.8% of EQTY's money is in holdings VOO also owns. 31.8% of VOO's is in holdings EQTY also owns. They hold 31 positions in common, counted across the 38 positions we hold weights for in EQTY and 494 in VOO.
Which pays a higher dividend, EQTY or VOO?
EQTY yields 0.02% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than EQTY?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.