Overview Holdings Performance Dividends Similar Etfs Correlations

3 Stock and 97 ETF EQTY (KOVITZ CORE EQUITY ETF) alternatives

The most close EQTY (KOVITZ CORE EQUITY ETF) alternative is ETF XCOM (Ultra Communication Services Select Sector ETF). The correlation is 1.

Stocks that highly correlated with EQTY

Symbol	Name	Market cap	Sector	Industry	Correlation
NAACU	North Atlantic Acquisition Corp - Units (1 Ord Share Class A & 1/3 War)	$482M	N/A	N/A	1.00
SVFAU	SVF Investment Corp - Units (1 Ord Share Class A & 1/5 War)	$766M	N/A	N/A	1.00
PACX	Pioneer Merger Corp - Class A	$513M	N/A	N/A	1.00

ETFs that highly correlated with EQTY

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
XCOM	Ultra Communication Services Select Sector ETF	$384K	N/A	Jun 2, 2026	1.00
PRCS	PARNASSUS CORE SELECT ETF	$161M	0.58%	Dec 11, 2024	0.94
SMOT	VANECK MORNINGSTAR SMID MOAT ETF	$334M	0.49%	Oct 4, 2022	0.93
DFSU	DIMENSIONAL US SUSTAINABILITY CORE 1 ETF	$2.20B	0.15%	Nov 1, 2022	0.93
CPSY	Calamos S&P 500 Structured Alt Protection ETF January	$26M	0.69%	Dec 31, 2024	0.92
SQMX	FT VEST U.S. EQUITY QUARTERLY MAX BUFFER ETF	$48M	0.85%	Dec 19, 2024	0.92
VFQY	VANGUARD U.S. QUALITY FACTOR ETF ETF SHARES	$474M	0.13%	Feb 13, 2018	0.92
ZJAN	Innovator Equity Defined Protection ETF 1 Yr January	$115M	0.79%	Dec 31, 2024	0.92
TWOX	ISHARES LARGE CAP ACCELERATED OUTCOME ETF	$15M	0.50%	Jan 15, 2025	0.92
SPXT	PROSHARES S&P 500 EX-TECHNOLOGY ETF	$273M	0.09%	Sep 22, 2015	0.92
DCOR	DIMENSIONAL US CORE EQUITY 1 ETF	$3.20B	0.14%	Sep 12, 2023	0.92
SIZE	ISHARES MSCI USA SIZE FACTOR ETF	$428M	0.15%	Apr 16, 2013	0.92
EUSA	ISHARES MSCI USA EQUAL WEIGHTED ETF	$1.70B	0.09%	May 5, 2010	0.92
TILT	FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND	$2.20B	0.25%	Sep 16, 2011	0.92
DMAX	ISHARES LARGE CAP MAX BUFFER DEC ETF	$137M	0.50%	Dec 31, 2024	0.91
DFAC	DIMENSIONAL U.S. CORE EQUITY 2 ETF	$47B	0.17%	Oct 4, 2007	0.91
GSEW	GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF	$1.80B	0.09%	Sep 12, 2017	0.91
JHML	JOHN HANCOCK MULTIFACTOR LARGE CAP ETF	$1.20B	0.29%	Sep 28, 2015	0.91
PSET	PRINCIPAL QUALITY ETF	$29M	0.15%	Mar 21, 2016	0.91
SPBX	ALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF	$58M	0.79%	Jan 7, 2025	0.91
BAFE	BROWN ADVISORY FLEXIBLE EQUITY ETF	$1.70B	0.54%	Nov 15, 2024	0.91
AUGW	ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF	$134M	0.74%	Jul 31, 2023	0.91
PMJA	PGIM S&P 500 MAX BUFFER ETF - JANUARY	$5.50M	0.50%	Dec 31, 2024	0.91
EDGE	MRBL ENHANCED EQUITY ETF	$10M	0.74%	Jan 21, 2025	0.91
TJAN	Innovator Equity Defined Protection ETF 2 Yr to January 2027	$32M	0.79%	Dec 31, 2024	0.91
SPGP	INVESCO S&P 500 GARP ETF	$2.20B	0.36%	Jun 16, 2011	0.91
SPBW	ALLIANZIM BUFFER20 ALLOCATION ETF	$80M	0.79%	Jan 7, 2025	0.91
AUGT	ALLIANZIM U.S. EQUITY BUFFER10 AUG ETF	$30M	0.74%	Jul 31, 2023	0.91
MAVF	MATRIX ADVISORS VALUE ETF	$91M	0.75%	Jul 1, 1996	0.91
GINN	GOLDMAN SACHS INNOVATE EQUITY ETF	$209M	0.50%	Nov 9, 2020	0.91
JULP	PGIM S&P 500 BUFFER 12 ETF - JULY	$25M	0.50%	May 7, 2024	0.91
FXD	FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND	$267M	0.60%	May 8, 2007	0.91
VO	VANGUARD MID-CAP INDEX FUND ETF SHARES	$224B	0.03%	Jan 26, 2004	0.91
LCF	TOUCHSTONE US LARGE CAP FOCUSED ETF	$65M	0.56%	Jul 27, 2022	0.91
IWR	ISHARES RUSSELL MID-CAP ETF	$57B	0.18%	Jul 17, 2001	0.91
BKMC	BNY MELLON US MID CAP CORE EQUITY ETF	$670M	0.04%	Apr 7, 2020	0.90
FLCE	FRONTIER ASSET U.S. LARGE CAP EQUITY ETF	$81M	0.86%	Dec 19, 2024	0.90
PBFR	PGIM LADDERED S&P 500 BUFFER 20 ETF	$181M	0.50%	Jun 11, 2024	0.90
AUGP	PGIM S&P 500 BUFFER 12 ETF - AUGUST	$23M	0.50%	May 9, 2024	0.90
CGBL	CAPITAL GROUP CORE BALANCED ETF SHARE CLASS	$7B	0.33%	Sep 26, 2023	0.90
BUFP	PGIM LADDERED S&P 500 BUFFER 12 ETF	$210M	0.50%	Jun 11, 2024	0.90
TMFX	MOTLEY FOOL NEXT INDEX ETF	$34M	0.50%	Dec 30, 2021	0.90
PBAU	PGIM S&P 500 BUFFER 20 ETF - AUGUST	$27M	0.50%	May 9, 2024	0.90
KFEB	Innovator U.S. Small Cap Power Buffer ETF February	$41M	0.79%	Jan 31, 2025	0.90
ZFEB	Innovator Equity Defined Protection ETF 1 Yr February	$155M	0.79%	Jan 31, 2025	0.90
RSDE	FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - DECEMBER	$70M	0.85%	Dec 19, 2024	0.90
ITAN	SPARKLINE INTANGIBLE VALUE ETF	$94M	0.50%	Jun 28, 2021	0.90
SPIN	SPDR SSGA US Equity Premium Income ETF	$46M	0.25%	Sep 4, 2024	0.90
DECM	FT VEST U.S. EQUITY MAX BUFFER ETF - DECEMBER	$48M	0.85%	Dec 19, 2024	0.90
TMFG	MOTLEY FOOL GLOBAL OPPORTUNITIES ETF	$350M	0.85%	Jun 17, 2014	0.90
DFVX	DIMENSIONAL US LARGE CAP VECTOR ETF	$514M	0.19%	Nov 1, 2023	0.90
MSLC	MORGAN STANLEY PATHWAY LARGE CAP EQUITY ETF	$4B	0.39%	Nov 18, 1991	0.90
RFFC	ALPS ACTIVE EQUITY OPPORTUNITY ETF	$30M	0.48%	Jun 6, 2016	0.90
SEPW	ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF	$105M	0.74%	Aug 31, 2023	0.90
APUE	ACTIVEPASSIVE U.S. EQUITY ETF	$2.50B	0.31%	May 2, 2023	0.90
FLCC	FEDERATED HERMES MDT LARGE CAP CORE ETF	$113M	0.29%	Jul 30, 2024	0.90
ISCG	ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF	$1B	0.06%	Jun 28, 2004	0.90
GAUG	FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST	$295M	0.90%	Aug 18, 2023	0.90
DUSA	DAVIS SELECT U.S. EQUITY ETF	$1.20B	0.59%	Jan 11, 2017	0.90
JULT	ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF	$53M	0.74%	Jun 30, 2020	0.90
DFAU	DIMENSIONAL US CORE EQUITY MARKET ETF	$12B	0.12%	Nov 17, 2020	0.90
DHSB	DAY HAGAN SMART BUFFER ETF	$38M	0.68%	Feb 13, 2025	0.90
PSP	INVESCO GLOBAL LISTED PRIVATE EQUITY ETF	$217M	1.80%	Oct 24, 2006	0.90
FJUL	FT VEST U.S. EQUITY BUFFER ETF - JULY	$1.20B	0.85%	Jul 17, 2020	0.90
AVUS	AVANTIS U.S. EQUITY ETF	$14B	0.15%	Sep 24, 2019	0.90
MILN	GLOBAL X MILLENNIAL CONSUMER ETF	$97M	0.50%	May 4, 2016	0.90
FTHI	FIRST TRUST BUYWRITE INCOME ETF	$2.40B	0.75%	Jan 6, 2014	0.90
BJUL	Innovator U.S. Equity Buffer ETF - July	$273M	0.79%	Aug 28, 2018	0.90
PBOC	PGIM S&P 500 BUFFER 20 ETF - OCTOBER	$44M	0.50%	May 16, 2024	0.90
BBMC	JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF	$2.10B	0.07%	Apr 14, 2020	0.90
TY	Tri-Continental Corp	$2B	N/A	N/A	0.90
PMFB	PGIM S&P 500 MAX BUFFER ETF - FEBRUARY	$6M	0.50%	Jan 31, 2025	0.90
SEPP	PGIM S&P 500 BUFFER 12 ETF - SEPTEMBER	$24M	0.50%	May 14, 2024	0.90
NBCR	NEUBERGER BERMAN CORE EQUITY ETF	$836M	0.29%	Jul 31, 2024	0.90
TOK	ISHARES MSCI KOKUSAI ETF	$249M	0.25%	Dec 10, 2007	0.90
CPSF	CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF FEBRUARY	$34M	0.69%	Jan 31, 2025	0.90
PRVS	PARNASSUS VALUE SELECT ETF	$25M	0.59%	Dec 11, 2024	0.90
PSTP	Innovator Power Buffer Step-Up Strategy ETF	$132M	0.89%	Mar 7, 2022	0.90
PBSE	PGIM S&P 500 BUFFER 20 ETF - SEPTEMBER	$28M	0.50%	May 14, 2024	0.90
PAUG	Innovator U.S. Equity Power Buffer ETF - August	$880M	0.79%	Jul 31, 2019	0.90
VB	VANGUARD SMALL-CAP INDEX FUND ETF SHARES	$189B	0.03%	Jan 26, 2004	0.90
KCE	STATE STREET(R) SPDR(R) S&P(R) CAPITAL MARKETS ETF	$419M	0.35%	Nov 8, 2005	0.90
FJUN	FT VEST U.S. EQUITY BUFFER ETF - JUNE	$1.30B	0.85%	Jun 19, 2020	0.90
AVSU	AVANTIS RESPONSIBLE U.S. EQUITY ETF	$476M	0.15%	Mar 15, 2022	0.90
RSPD	INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF	$308M	0.40%	Nov 1, 2006	0.90
PSFJ	PACER SWAN SOS FLEX (JULY) ETF	$38M	0.49%	Jun 30, 2021	0.89
KDEC	Innovator U.S. Small Cap Power Buffer ETF December	$84M	0.79%	Nov 29, 2024	0.89
IQSM	NYLI CANDRIAM U.S. MID CAP EQUITY ETF	$337M	0.15%	Oct 24, 2022	0.89
FVAL	FIDELITY VALUE FACTOR ETF	$1.30B	0.15%	Sep 12, 2016	0.89
VTHR	VANGUARD RUSSELL 3000 INDEX FUND ETF SHARES	$6.10B	0.06%	Sep 20, 2010	0.89
CGGR	CAPITAL GROUP GROWTH ETF SHARE CLASS	$25B	0.39%	Feb 22, 2022	0.89
OCTP	PGIM S&P 500 BUFFER 12 ETF - OCTOBER	$27M	0.50%	May 16, 2024	0.89
IWV	ISHARES RUSSELL 3000 ETF	$20B	0.20%	May 22, 2000	0.89
BFEB	Innovator U.S. Equity Buffer ETF - February	$253M	0.79%	Jan 31, 2020	0.89
RECS	COLUMBIA RESEARCH ENHANCED CORE ETF	$5.80B	0.15%	Sep 25, 2019	0.89
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES	$47B	0.05%	Jan 26, 2004	0.89
PSMJ	PACER SWAN SOS MODERATE (JULY) ETF	$91M	0.49%	Jun 30, 2021	0.89