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 11/05/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EQTY ETF 2 | +0.41%– | -0.97%– | +9.27%– | +13.63%– | +63.35%– | n/a– |
| Flows | EQTY ETF 2 | -$69M– | -$90M– | -$76M– | -$88M– | -$65M– | -– |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EQTY ETF 2 | +11.90%– | +13.29%– | +14.41%– | n/a– |
| Max drawdown | EQTY ETF 2 | -3.93%– | -11.90%– | -17.29%– | n/a– |
| Max drawdown duration | EQTY ETF 2 | 65d– | 153d– | 152d– | n/a– |
Trading data
EQTY | ETF 2 | |
Last sale 11/5/2026 at 8:59 PM | $29.46 | – |
| Previous close 11/04/2026 | $30.42 | – |
| Consolidated volume 11/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 11/5/2026 at 8:59 PM
Live
Closed
EQTY | ETF 2 | |
|---|---|---|
| Last price | $29.46 | – |
| 1D performance | -3.14% | – |
| AuM | $1.36 B | – |
| E/R | 0.99% | – |
Characteristics
EQTY | ETF 2 | |
|---|---|---|
| Management strategy | Active | – |
| Provider | Kovitz | – |
| Benchmark | - | – |
| N° of holdings | 37 | – |
| Asset class | - | – |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 12, 2022 | – |
| ESG | No | – |
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Exposure
Countries
EQTY
USA
91.64%
Other
8.36%
ETF 2
Sectors
EQTY
Technology
37.86%
Finance
19.07%
Healthcare
15.59%
Industrials
11.83%
Consumer Non-Cycl.
7.22%
Other
8.43%
ETF 2
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Diversification
EQTY
Total weight of top 15 holdings out of 15
58.84%
ETF 2
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Top 15 holdings
Data as of September 30, 2026
EQTY
Microsoft Corp.
5.09%
The Charles Schwab Corp.
4.57%
Visa, Inc.
4.50%
Waters Corp.
4.35%
Intercontinental Exchange, Inc.
4.21%
Philip Morris International, Inc.
4.08%
Alphabet, Inc.
4.01%
Analog Devices, Inc.
3.99%
Aon Plc
3.94%
Danaher Corp.
3.66%
Carrier Global Corp.
3.65%
Meta Platforms, Inc.
3.25%
Motorola Solutions, Inc.
3.21%
Alcon AG
3.20%
Amazon.com, Inc.
3.14%
ETF 2
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Latest news about EQTY
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