EQTYvsETF 2ETF Comparison
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Choose a second ETF to run a side-by-side ETF comparison with EQTY, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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EQTY performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EQTY ETF 2 | +8.66%– | -3.75%– | +0.04%– | +18.52%– | +55.02%– | n/a– |
| Flows | EQTY ETF 2 | -$10M– | -$9M– | -$17M– | -$57M– | +$9M– | -– |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EQTY ETF 2 | +15.63%– | +13.23%– | +14.60%– | n/a– |
| Max drawdown | EQTY ETF 2 | -11.56%– | -11.90%– | -17.29%– | n/a– |
| Max drawdown duration | EQTY ETF 2 | 90d– | 91d– | 152d– | n/a– |
Trading data
EQTY | ETF 2 | |
Last sale 4/30/2026 at 7:59 PM | $27.37 | – |
| Previous close 04/29/2026 | $26.97 | – |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 4/30/2026 at 7:59 PM
Live
Closed
EQTY | ETF 2 | |
|---|---|---|
| Last price | $27.37 | – |
| 1D performance | +1.48% | – |
| AuM | $1.29 B | – |
| E/R | 0.99% | – |
Characteristics
EQTY | ETF 2 | |
|---|---|---|
| Management strategy | Active | – |
| Provider | Kovitz | – |
| Benchmark | - | – |
| N° of holdings | 31 | – |
| Asset class | - | – |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 12, 2022 | – |
| ESG | No | – |
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Exposure
Countries
EQTY
USA
83.82%
Other
16.18%
ETF 2
Sectors
EQTY
Information Techn.
25.92%
Financials
15.61%
Health Care
10.54%
Industrials
9.35%
Consumer Discreti.
9.08%
Communication Ser.
7.5%
Other
22%
ETF 2
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Diversification
EQTY
Total weight of top 15 holdings out of 15
55.5%
ETF 2
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Top 15 holdings
Data as of March 31, 2026
EQTY
INTERCONTINENTAL EXCHANGE INC
4.71%
PHILLIP MORRIS
4.59%
AON
4.07%
ALPHABET INC-CL
4.02%
MICROSOFT-T
3.95%
CHARLES SCHWAB
3.93%
VISA INCORPORATION
3.76%
MOTOROLA SOLUTIONS
3.72%
BECTON DICKINSON AND CO
3.66%
WATERS
3.51%
AMAZON.COM INC
3.39%
THERMO FISHER SCIENTIFIC
3.32%
PACCAR
3.02%
US46982L1089
2.93%
META PLATFORMS
2.92%
ETF 2
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Latest news about EQTY
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