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EQTYvsUSMVETF Comparison
Kovitz Core Equity ETF (EQTY) belongs to the Uncategorized Equities segment. iShares MSCI USA Min Vol Factor ETF (USMV) is part of the US Low Volatility segment. EQTY's top 3 sector exposures are Information Technology, Financials and Health Care. In contrast, USMV's top sector exposures are Information Technology, Health Care and Financials. EQTY is more expensive with a Total Expense Ratio (TER) of 0.99%, versus 0.15% for USMV. EQTY is down -3.67% year-to-date (YTD) with -$13M in YTD flows. USMV performs better with 0.91% YTD performance, and +$26M in YTD flows. Run a side-by-side ETF comparison of EQTY and USMV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
EQTY vs USMV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EQTY USMV | -3.49%-1.20% | -3.43%+0.73% | -3.67%+0.91% | +13.92%+6.08% | +61.94%+44.31% | n/a+50.29% |
| Flows | EQTY USMV | -$25M+$29M | -$22M+$215M | -$13M+$26M | -$53M-$1.51B | +$25M-$12.71B | --$14.06B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EQTY USMV | +12.74%+7.37% | +17.68%+12.12% | +14.60%+10.13% | n/a+12.21% |
| Max drawdown | EQTY USMV | -7.68%-2.85% | -12.38%-8.88% | -17.29%-9.29% | n/a-17.91% |
| Max drawdown duration | EQTY USMV | 44d12d | 45d43d | 152d75d | n/a713d |
EQTY | USMV | |
Last sale 3/16/2026 at 1:30 PM | $26.21 | $95.64 |
| Previous close 03/13/2026 | $25.97 | $95.07 |
| Consolidated volume 03/13/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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EQTY | USMV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EQTY | USMV | |
|---|---|---|
| Last price | $26.21 | $95.64 |
| 1D performance | +0.92% | +0.60% |
| AuM | $1.25 B | $23.02 B |
| E/R | 0.99% | 0.15% |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the EQTY and USMV ETFs performed in 2026?
As of March 13, 2026, EQTY is down -3.67% year-to-date (YTD), while USMV has returned 0.91%. That puts USMV better performer ahead so far this year.
Which ETF is attracting more investor money: EQTY or USMV?
Year-to-date, the EQTY ETF saw -$13M in flows, compared to +$26M for USMV.
Which ETF is more volatile: EQTY or USMV?
Over the past year, EQTY had a volatility of 17.68%, while USMV experienced 12.12%.
Which ETF is bigger: EQTY or USMV?
As of March 13, 2026, EQTY holds $1.25 B in assets under management (AUM), while USMV manages $23.02 B.
What sectors do the EQTY and USMV ETFs invest in?
EQTY leans toward sectors like Information Technology, Financials and Health Care. Meanwhile, USMV focuses on Information Technology, Health Care and Financials.
What are the top holdings of the EQTY ETF and USMV ETF?
EQTY top holdings include INTERCONTINENTAL EXCHANGE INC, AMAZON.COM INC and PHILLIP MORRIS. USMV holds in its top three: EXXON, JOHNSON&JOHNSON and CISCO-T.
Which ETF is more diversified: EQTY or USMV?
EQTY holds 34 securities with 57.81% of its assets in the top 15. USMV has 171 securities and a top 15 weight of 22.79%.
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