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 239 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% | 8.68B | Mar 2019 | EQTY vs BBUS | |
| Global X U.S. 500 ETF | 0.02% | 4.56M | Sep 2025 | EQTY vs GXLC | |
| Schwab U.S. Large-Cap ETF | 0.03% | 72.77B | Nov 2009 | EQTY vs SCHX | |
| iShares Core S&P Total U.S. Stock Market ETF | 0.03% | 95.15B | Jan 2004 | EQTY vs ITOT | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.03% | 13.65B | Oct 2000 | EQTY vs SPTM |
Best Risk-Adjusted Alternatives to EQTY
EQTY has a PortfoliosLab risk / return rank of 36. There are 165 ETFs in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco RAFI Strategic US ETF | 95 | 894.46M | Sep 2018 | EQTY vs IUS | |
| ARS Focused Opportunities Strategy ETF | 94 | 293.98M | Jun 2025 | EQTY vs AFOS | |
| Return Stacked US Stocks & Futures Yield ETF | 94 | — | May 2024 | EQTY vs RSSY | |
| Avantis Inflation Focused Equity ETF | 93 | 10.66M | Sep 2022 | EQTY vs AVIE | |
| PIMCO RAFI ESG U.S. ETF | 90 | 160.47M | Dec 2019 | EQTY vs RAFE |
Top Performing EQTY Alternatives (YTD)
EQTY is at 7.05% YTD. There are 194 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 38.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Aztlan North America Nearshoring Stock Selection E... | 38.18% | 33.11M | Nov 2023 | EQTY vs NRSH | |
| Return Stacked US Stocks & Futures Yield ETF | 33.13% | — | May 2024 | EQTY vs RSSY | |
| Mohr Company Nav ETF | 27.65% | — | Sep 2024 | EQTY vs CNAV | |
| ARS Focused Opportunities Strategy ETF | 27.19% | 293.98M | Jun 2025 | EQTY vs AFOS | |
| iShares MSCI USA Momentum Factor ETF | 21.46% | 27.36B | Apr 2013 | EQTY vs MTUM |
Lowest Volatility Alternatives to EQTY
EQTY has 13.07% 1-year volatility. There are 133 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 6.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Bridges Capital Tactical ETF | 6.38% | 42.09M | May 2023 | EQTY vs BDGS | |
| Azoria 500 Meritocracy ETF | 7.65% | — | Jul 2025 | EQTY vs SPXM | |
| iShares MSCI USA Min Vol Factor ETF | 8.53% | 23.36B | Oct 2011 | EQTY vs USMV | |
| 6 Meridian Mega Cap Equity ETF | 8.89% | 402.23M | May 2020 | EQTY vs SIXA | |
| Liberty One Spectrum ETF | 9.27% | 4.85M | Sep 2025 | EQTY vs SPCT |
Lowest Drawdown Alternatives to EQTY
EQTY has a 1-year max drawdown of -11.85%. There are 176 ETFs in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -4.03%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Bridges Capital Tactical ETF | -4.03% | 42.09M | May 2023 | EQTY vs BDGS | |
| Avantis Inflation Focused Equity ETF | -4.97% | 10.66M | Sep 2022 | EQTY vs AVIE | |
| Azoria 500 Meritocracy ETF | -5.08% | — | Jul 2025 | EQTY vs SPXM | |
| 6 Meridian Mega Cap Equity ETF | -5.59% | 402.23M | May 2020 | EQTY vs SIXA | |
| SEI Enhanced Low Volatility US Large Cap ETF | -5.92% | 168.13M | May 2022 | EQTY vs SELV |
Often Compared With EQTY
Investors most often compare EQTY with USMC, SPHQ, DJUN. These 20 comparison targets span 9 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