Kovitz Core Equity ETF (EQTY) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EQTY
EQTY charges 0.99% annually. Among ETFs in the Large Cap Blend Equities category, these options have the lowest expense ratios among EQTY alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Franklin U.S. Equity Index ETF | 0.03% | Jun 1, 2016 | EQTY vs USPX | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.03% | Oct 4, 2000 | EQTY vs SPTM | |
| Schwab U.S. Large-Cap ETF | 0.03% | Nov 3, 2009 | EQTY vs SCHX | |
| Vanguard Total Stock Market ETF | 0.03% | Jun 27, 2016 | EQTY vs VTI | |
| Engine No. 1 Transform 500 ETF | 0.05% | Jun 22, 2021 | EQTY vs VOTE |
Best Risk-Adjusted Alternatives to EQTY
Among ETFs in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Strategas Macro Thematic Opportunities ETF | 91 | Jan 25, 2022 | EQTY vs SAMT | |
| THOR Equal Weight Low Volatility ETF | 88 | Sep 12, 2022 | EQTY vs THLV | |
| Blackrock Large Cap Core ETF | 87 | Oct 24, 2023 | EQTY vs BLCR | |
| FT Cboe Vest Nasdaq-100 Buffer ETF - March | 85 | Mar 19, 2021 | EQTY vs QMAR | |
| WealthTrust DBS Long Term Growth ETF | 83 | Dec 6, 2021 | EQTY vs WLTG |
Top Performing EQTY Alternatives (YTD)
EQTY alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| First Trust Bloomberg Inflation Sensitive Equity E... | 19.63% | Mar 13, 2023 | EQTY vs FTIF | |
| Return Stacked US Stocks & Futures Yield ETF | 15.85% | May 28, 2024 | EQTY vs RSSY | |
| iShares Texas Equity ETF | 12.67% | Jun 23, 2025 | EQTY vs TEXN | |
| First Trust Indxx Global Agriculture ETF | 12.56% | Mar 12, 2010 | EQTY vs FTAG | |
| Avantis Inflation Focused Equity ETF | 11.28% | Sep 27, 2022 | EQTY vs AVIE |
Lowest Volatility Alternatives to EQTY
EQTY alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Innovator U.S. Equity Ultra Buffer ETF - November | 8.50% | Nov 1, 2019 | EQTY vs UNOV | |
| Pacer Swan SOS Conservative (December) ETF | 8.83% | Dec 22, 2020 | EQTY vs PSCX | |
| Azoria 500 Meritocracy ETF | 9.38% | Jul 7, 2025 | EQTY vs SPXM | |
| Pacer Swan SOS Moderate (December) ETF | 10.09% | Dec 22, 2020 | EQTY vs PSMD | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | 10.23% | Jun 19, 2020 | EQTY vs DJUN |
Lowest Drawdown Alternatives to EQTY
EQTY alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Innovator U.S. Equity Ultra Buffer ETF - November | -5.78% | Nov 1, 2019 | EQTY vs UNOV | |
| Bridges Capital Tactical ETF | -5.85% | May 10, 2023 | EQTY vs BDGS | |
| Pacer Swan SOS Conservative (December) ETF | -6.15% | Dec 22, 2020 | EQTY vs PSCX | |
| THOR Equal Weight Low Volatility ETF | -6.66% | Sep 12, 2022 | EQTY vs THLV | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | -7.33% | Jun 19, 2020 | EQTY vs DJUN |
Often Compared With EQTY
What investors most often compare with EQTY, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Principal U.S. Mega-Cap ETF | Large Cap Growth Equities | 50 | -6.05% | Oct 12, 2017 | EQTY vs USMC | |
| Invesco S&P 500 Quality ETF | S&P 500, Large Cap Value Equities | 58 | 0.57% | Dec 6, 2005 | EQTY vs SPHQ |
Compare EQTY with Any Fund or Stock
Compare EQTY with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.