EQTY vs VOO
Kovitz Core Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | EQTY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.03% | |
| AUM | $1.5B | $997.4B | |
| Dividend Yield | 0.02% | 1.08% | |
| Holdings | 43 | 509 | |
| YTD Return | +9.82% | +12.87% | |
| 1Y Return | +15.43% | +21.15% | |
| 3Y Return (annualized) | +16.26% | +20.93% | |
| 5Y Return (annualized) | - | +12.76% | |
| Volatility (annualized) | 13.1% | 14.1% | |
| Max Drawdown | -17.3% | -34.3% | |
| Fund Family | Kovitz Investment Group | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 28, 2011 | Sep 7, 2010 |
EQTY vs VOO Performance
Kovitz Core Equity ETF (EQTY) is a ETF from Kovitz Investment Group and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EQTY returned +15.43% while VOO returned +21.15%. Year to date, EQTY is up 9.82% versus a gain of 12.87% for VOO.
Over three years, EQTY compounded at +16.26% per year against +20.93% for VOO. Across the full 4-year window we track, EQTY has the edge at +17.57% annualized vs +13.46%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.1% 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 -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 1.08% for VOO.
Holdings Overlap
EQTY and VOO share 32 holdings out of 511 unique holdings combined, representing a 22.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $96 per year of difference.
Which performed better, EQTY or VOO?
Over the past year EQTY returned +15.43% vs +21.15% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), EQTY annualized +17.57% vs +13.46% for VOO. Past performance does not guarantee future results.
Which is riskier, EQTY or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.1% for EQTY. Worst drawdown: EQTY -17.3% vs VOO -34.3%.
Should I hold both EQTY and VOO?
EQTY and VOO have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EQTY and VOO?
EQTY and VOO share 32 common holdings with a 22.1% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, EQTY or VOO?
EQTY yields 0.02% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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