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EQTYvsETF 2ETF Comparison
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 03/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EQTY ETF 2 | -2.90%– | -2.52%– | -2.00%– | +14.49%– | +64.75%– | n/a– |
| Flows | EQTY ETF 2 | -$5M– | -$22M– | -$13M– | -$70M– | +$25M– | -– |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EQTY ETF 2 | +12.43%– | +17.68%– | +14.59%– | n/a– |
| Max drawdown | EQTY ETF 2 | -6.08%– | -12.38%– | -17.29%– | n/a– |
| Max drawdown duration | EQTY ETF 2 | 42d– | 45d– | 152d– | n/a– |
Trading data
EQTY | ETF 2 | |
Last sale 3/13/2026 at 1:30 PM | $25.97 | – |
| Previous close 03/12/2026 | $26.03 | – |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 3/13/2026 at 1:30 PM
Live
Closed
EQTY | ETF 2 | |
|---|---|---|
| Last price | $25.97 | – |
| 1D performance | -0.23% | – |
| AuM | $1.27 B | – |
| E/R | 0.99% | – |
Characteristics
EQTY | ETF 2 | |
|---|---|---|
| Management strategy | Active | – |
| Provider | Kovitz | – |
| Benchmark | - | – |
| N° of holdings | 32 | – |
| Asset class | - | – |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 12, 2022 | – |
| ESG | No | – |
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Exposure
Countries
EQTY
USA
84.26%
Other
15.74%
ETF 2
Sectors
EQTY
Information Techn.
27.04%
Financials
16.58%
Health Care
10.31%
Consumer Discreti.
9.79%
Communication Ser.
8.3%
Other
27.98%
ETF 2
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Diversification
EQTY
Total weight of top 15 holdings out of 15
57.81%
ETF 2
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Top 15 holdings
Data as of January 31, 2026
EQTY
INTERCONTINENTAL EXCHANGE INC
4.77%
AMAZON.COM INC
4.74%
PHILLIP MORRIS
4.57%
ALPHABET INC-CL
4.35%
BECTON DICKINSON AND CO
4.34%
AON
4.04%
CHARLES SCHWAB
3.98%
MICROSOFT-T
3.85%
VISA INCORPORATION
3.67%
THERMO FISHER SCIENTIFIC
3.58%
PACCAR
3.37%
META PLATFORMS
3.35%
MOTOROLA SOLUTIONS
3.16%
ANALOG DEVICES
3.04%
KEYSIGHT TECHNOLOGIES
3.00%
ETF 2
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Latest news about EQTY
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