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 231 ETFs in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin U.S. Equity Index ETF | 0.03% | 1.95B | Jun 2016 | EQTY vs USPX | |
| Schwab U.S. Large-Cap ETF | 0.03% | 72.63B | Nov 2009 | EQTY vs SCHX | |
| Schwab U.S. Broad Market ETF | 0.03% | 43.31B | Nov 2009 | EQTY vs SCHB | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.03% | 13.61B | Oct 2000 | EQTY vs SPTM | |
| Vanguard Total Stock Market ETF | 0.03% | 2.20T | May 2001 | EQTY vs VTI |
Best Risk-Adjusted Alternatives to EQTY
EQTY has a PortfoliosLab risk / return rank of 32. There are 166 ETFs in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Return Stacked US Stocks & Futures Yield ETF | 93 | — | May 2024 | EQTY vs RSSY | |
| Invesco RAFI Strategic US ETF | 92 | 860.84M | Sep 2018 | EQTY vs IUS | |
| Blackrock Large Cap Core ETF | 89 | 6.04B | Oct 2023 | EQTY vs BLCR | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | 87 | 354.49M | May 2020 | EQTY vs DMAY | |
| Pacer Swan SOS Conservative (December) ETF | 87 | 47.28M | Dec 2020 | EQTY vs PSCX |
Top Performing EQTY Alternatives (YTD)
EQTY is at 2.25% YTD. There are 219 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 47.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Aztlan North America Nearshoring Stock Selection E... | 47.18% | 20.80M | Nov 2023 | EQTY vs NRSH | |
| Mohr Company Nav ETF | 45.64% | — | Sep 2024 | EQTY vs CNAV | |
| Return Stacked US Stocks & Futures Yield ETF | 32.66% | — | May 2024 | EQTY vs RSSY | |
| ARS Focused Opportunities Strategy ETF | 32.42% | 194.17M | Jun 2025 | EQTY vs AFOS | |
| iShares MSCI USA Momentum Factor ETF | 31.75% | 26.66B | Apr 2013 | EQTY vs MTUM |
Lowest Volatility Alternatives to EQTY
EQTY has 12.78% 1-year volatility. There are 147 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.37%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FT Vest Laddered Max Buffer ETF | 2.37% | — | Jun 2025 | EQTY vs BUFH | |
| FT Vest Laddered Enhance & Moderate Buffer ETF | 3.99% | — | Jun 2025 | EQTY vs BUFX | |
| Innovator U.S. Equity Ultra Buffer ETF - June | 4.24% | 78.22M | Jun 2019 | EQTY vs UJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | 4.71% | 354.49M | May 2020 | EQTY vs DMAY | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | 5.04% | 320.45M | Jun 2020 | EQTY vs DJUN |
Lowest Drawdown Alternatives to EQTY
EQTY has a 1-year max drawdown of -11.85%. There are 171 ETFs in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -2.84%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Innovator U.S. Equity Ultra Buffer ETF - June | -2.84% | 78.22M | Jun 2019 | EQTY vs UJUN | |
| Calvert US Select Equity ETF | -3.08% | 25.16M | Jan 2023 | EQTY vs CVSE | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | -3.15% | 320.45M | Jun 2020 | EQTY vs DJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | -3.36% | 354.49M | May 2020 | EQTY vs DMAY | |
| Siren DIVCON Dividend Defender ETF | -3.44% | 8.98M | Jan 2016 | EQTY vs DFND |
Often Compared With EQTY
Investors most often compare EQTY with USMC, BDGS, SPHQ. These 20 comparison targets span 8 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