EQTY
Price
$25.35
Change
+$0.11 (+0.44%)
Updated
Jul 3 closing price
Net Assets
1.26B
IVV
Price
$628.17
Change
+$4.75 (+0.76%)
Updated
Jul 3 closing price
Net Assets
632.98B
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EQTY vs IVV

Header iconEQTY vs IVV Comparison
Open Charts EQTY vs IVVBanner chart's image
Kovitz Core Equity ETF
Price$25.35
Change+$0.11 (+0.44%)
Volume$13.16K
Net Assets1.26B
iShares Core S&P 500 ETF
Price$628.17
Change+$4.75 (+0.76%)
Volume$4.23M
Net Assets632.98B
EQTY vs IVV Comparison Chart in %
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EQTY
Daily Signalchanged days ago
Gain/Loss if bought
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IVV
Daily Signalchanged days ago
Gain/Loss if bought
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EQTY vs. IVV commentary
Jul 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EQTY is a Buy and IVV is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IVV has more net assets: 633B vs. EQTY (1.26B). IVV has a higher annual dividend yield than EQTY: IVV (7.374) vs EQTY (6.691). EQTY was incepted earlier than IVV: EQTY (14 years) vs IVV (25 years). IVV (0.03) has a lower expense ratio than EQTY (0.99). EQTY has a higher turnover IVV (3.00) vs IVV (3.00).
EQTYIVVEQTY / IVV
Gain YTD6.6917.37491%
Net Assets1.26B633B0%
Total Expense Ratio0.990.033,300%
Turnover25.003.00833%
Yield0.311.2924%
Fund Existence14 years25 years-
TECHNICAL ANALYSIS
Technical Analysis
EQTYIVV
RSI
ODDS (%)
Bearish Trend 5 days ago
61%
Bearish Trend 5 days ago
78%
Stochastic
ODDS (%)
Bearish Trend 5 days ago
68%
Bearish Trend 5 days ago
67%
Momentum
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 5 days ago
90%
MACD
ODDS (%)
Bullish Trend 5 days ago
86%
Bullish Trend 5 days ago
87%
TrendWeek
ODDS (%)
Bullish Trend 5 days ago
83%
Bullish Trend 5 days ago
87%
TrendMonth
ODDS (%)
Bullish Trend 5 days ago
82%
Bullish Trend 5 days ago
86%
Advances
ODDS (%)
Bullish Trend 5 days ago
84%
Bullish Trend 5 days ago
86%
Declines
ODDS (%)
Bearish Trend 18 days ago
67%
Bearish Trend 18 days ago
75%
BollingerBands
ODDS (%)
Bearish Trend 5 days ago
72%
Bearish Trend 5 days ago
66%
Aroon
ODDS (%)
Bullish Trend 5 days ago
83%
Bullish Trend 5 days ago
82%
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EQTY
Daily Signalchanged days ago
Gain/Loss if bought
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IVV
Daily Signalchanged days ago
Gain/Loss if bought
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EQTY and

Correlation & Price change

A.I.dvisor indicates that over the last year, EQTY has been closely correlated with AMD. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if EQTY jumps, then AMD could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EQTY
1D Price
Change %
EQTY100%
+0.44%
AMD - EQTY
69%
Closely correlated
-0.44%
AMAT - EQTY
68%
Closely correlated
N/A
TMO - EQTY
60%
Loosely correlated
+0.37%
LOW - EQTY
59%
Loosely correlated
+0.60%
TXN - EQTY
56%
Loosely correlated
+0.20%
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