EQTYvsETF 2ETF Comparison
VS
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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
EQTY performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/18/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EQTY ETF 2 | -1.73%– | +4.69%– | +7.53%– | +10.92%– | +56.02%– | n/a– |
| Flows | EQTY ETF 2 | -$10M– | -$19M– | +$4M– | -$21M– | +$26M– | -– |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EQTY ETF 2 | +10.68%– | +13.15%– | +14.51%– | n/a– |
| Max drawdown | EQTY ETF 2 | -3.93%– | -11.90%– | -17.29%– | n/a– |
| Max drawdown duration | EQTY ETF 2 | 19d– | 153d– | 152d– | n/a– |
Trading data
EQTY | ETF 2 | |
Last sale 9/18/2026 at 1:30 PM | $29.00 | – |
| Previous close 09/17/2026 | $29.00 | – |
| Consolidated volume 09/17/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 9/18/2026 at 1:30 PM
Live
Closed
EQTY | ETF 2 | |
|---|---|---|
| Last price | $29.00 | – |
| 1D performance | -0.02% | – |
| AuM | $1.42 B | – |
| E/R | 0.99% | – |
Characteristics
EQTY | ETF 2 | |
|---|---|---|
| Management strategy | Active | – |
| Provider | Kovitz | – |
| Benchmark | - | – |
| N° of holdings | 38 | – |
| Asset class | - | – |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 12, 2022 | – |
| ESG | No | – |
Advertisement
Exposure
Countries
EQTY
USA
89.62%
Other
10.38%
ETF 2
Sectors
EQTY
Technology
33.48%
Finance
20.14%
Healthcare
14.2%
Industrials
12.22%
Consumer Non-Cycl.
7.55%
Other
12.41%
ETF 2
Advertisement
Diversification
EQTY
Total weight of top 15 holdings out of 15
58.28%
ETF 2
–
Top 15 holdings
Data as of July 31, 2026
EQTY
The Charles Schwab Corp.
4.95%
Microsoft Corp.
4.64%
Visa, Inc.
4.61%
Aon Plc
4.36%
Intercontinental Exchange, Inc.
4.25%
Alphabet, Inc.
4.22%
Philip Morris International, Inc.
4.10%
Waters Corp.
3.76%
Analog Devices, Inc.
3.72%
Carrier Global Corp.
3.64%
Amazon.com, Inc.
3.45%
Danaher Corp.
3.24%
Motorola Solutions, Inc.
3.16%
Sunbelt Rentals Holdings, Inc.
3.10%
Jacobs Solutions, Inc.
3.07%
ETF 2
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
Advertisement
Latest news about EQTY
Advertisement
