Kovitz Core Equity ETF (EQTY) belongs to the Large Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with EQTY. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EQTY
EQTY charges 0.99% annually. There are 243 ETFs in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan BetaBuilders U.S. Equity ETF | 0.02% | 8.54B | Mar 2019 | EQTY vs BBUS | |
| Global X U.S. 500 ETF | 0.02% | 4.51M | Sep 2025 | EQTY vs GXLC | |
| Franklin U.S. Equity Index ETF | 0.03% | 1.98B | Jun 2016 | EQTY vs USPX | |
| iShares Core S&P Total U.S. Stock Market ETF | 0.03% | 93.53B | Jan 2004 | EQTY vs ITOT | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.03% | 13.55B | Oct 2000 | EQTY vs SPTM |
Best Risk-Adjusted Alternatives to EQTY
EQTY has a PortfoliosLab risk / return rank of 25. There are 183 ETFs in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Return Stacked US Stocks & Futures Yield ETF | 91 | — | May 2024 | EQTY vs RSSY | |
| Invesco RAFI Strategic US ETF | 91 | 1.04B | Sep 2018 | EQTY vs IUS | |
| Longview Advantage ETF | 85 | 562.31M | Feb 2025 | EQTY vs EBI | |
| Mohr Company Nav ETF | 84 | — | Sep 2024 | EQTY vs CNAV | |
| PIMCO RAFI ESG U.S. ETF | 84 | 152.95M | Dec 2019 | EQTY vs RAFE |
Top Performing EQTY Alternatives (YTD)
EQTY is at 1.58% YTD. There are 223 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 45.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Mohr Company Nav ETF | 45.28% | — | Sep 2024 | EQTY vs CNAV | |
| Aztlan North America Nearshoring Stock Selection E... | 43.10% | 33.11M | Nov 2023 | EQTY vs NRSH | |
| iShares MSCI USA Momentum Factor ETF | 31.46% | 28.16B | Apr 2013 | EQTY vs MTUM | |
| ARS Focused Opportunities Strategy ETF | 30.38% | 293.98M | Jun 2025 | EQTY vs AFOS | |
| Return Stacked US Stocks & Futures Yield ETF | 30.17% | — | May 2024 | EQTY vs RSSY |
Lowest Volatility Alternatives to EQTY
EQTY has 13.11% 1-year volatility. There are 148 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FT Vest Laddered Max Buffer ETF | 2.38% | — | Jun 2025 | EQTY vs BUFH | |
| FT Vest Laddered Enhance & Moderate Buffer ETF | 4.04% | — | Jun 2025 | EQTY vs BUFX | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | 4.51% | 457.76M | Jun 2020 | EQTY vs DJUN | |
| Innovator U.S. Equity Ultra Buffer ETF - June | 4.58% | 171.95M | Jun 2019 | EQTY vs UJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | 5.08% | 369.81M | May 2020 | EQTY vs DMAY |
Lowest Drawdown Alternatives to EQTY
EQTY has a 1-year max drawdown of -11.85%. There are 186 ETFs in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.53%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FT Vest Laddered Max Buffer ETF | -1.53% | — | Jun 2025 | EQTY vs BUFH | |
| Innovator U.S. Equity Ultra Buffer ETF - June | -2.84% | 171.95M | Jun 2019 | EQTY vs UJUN | |
| FT Vest Laddered Enhance & Moderate Buffer ETF | -2.87% | — | Jun 2025 | EQTY vs BUFX | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | -3.15% | 457.76M | Jun 2020 | EQTY vs DJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | -3.36% | 369.81M | May 2020 | EQTY vs DMAY |
Often Compared With EQTY
Investors most often compare EQTY with USMC, BDGS, SPHQ. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare EQTY with Any Fund or Stock
Compare EQTY with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EQTY with funds that move differently
Kovitz Core Equity ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EQTY.
Explore EQTY Diversifiers