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EQTY vs SPY
EQTY vs SPY Comparison
Open Charts EQTY vs SPY
Kovitz Core Equity ETF
Price$24.14
Change-$0.36 (-1.47%)
Volume$16.01K
Net Assets1.2B
SPDR® S&P 500® ETF
Price$597.00
Change-$6.75 (-1.12%)
Volume$89.51M
Net Assets612.5B
EQTY vs SPY Comparison Chart
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EQTY vs. SPY commentary
Jun 16, 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 Hold and SPY is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
SPY has more net assets: 612B vs. EQTY (1.2B). SPY has a higher annual dividend yield than EQTY: SPY (2.170) vs EQTY (1.598). EQTY was incepted earlier than SPY: EQTY (13 years) vs SPY (32 years). SPY (0.09) has a lower expense ratio than EQTY (0.99). EQTY has a higher turnover SPY (3.00) vs SPY (3.00).
| EQTY | SPY | EQTY / SPY | |
| Gain YTD | 1.598 | 2.170 | 74% |
| Net Assets | 1.2B | 612B | 0% |
| Total Expense Ratio | 0.99 | 0.09 | 1,048% |
| Turnover | 25.00 | 3.00 | 833% |
| Yield | 0.33 | 1.21 | 27% |
| Fund Existence | 13 years | 32 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| EQTY | SPY | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 62% | 3 days ago 80% |
| Stochastic ODDS (%) | 3 days ago 61% | 3 days ago 72% |
| Momentum ODDS (%) | 3 days ago 90% | 3 days ago 88% |
| MACD ODDS (%) | 3 days ago 86% | 3 days ago 77% |
| TrendWeek ODDS (%) | 3 days ago 66% | 3 days ago 75% |
| TrendMonth ODDS (%) | 3 days ago 82% | 3 days ago 86% |
| Advances ODDS (%) | 6 days ago 83% | 6 days ago 87% |
| Declines ODDS (%) | 26 days ago 67% | 26 days ago 75% |
| BollingerBands ODDS (%) | 4 days ago 59% | 4 days ago 75% |
| Aroon ODDS (%) | 3 days ago 82% | 3 days ago 82% |
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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 % | ||
|---|---|---|---|---|
| EQTY | 100% | -1.47% | ||
| AMD - EQTY | 69% Closely correlated | -1.97% | ||
| AMAT - EQTY | 67% Closely correlated | -2.52% | ||
| TMO - EQTY | 61% Loosely correlated | -2.93% | ||
| LOW - EQTY | 59% Loosely correlated | -2.79% | ||
| TXN - EQTY | 56% Loosely correlated | -2.33% | ||
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SPY and
Correlation & Price change
A.I.dvisor indicates that over the last year, SPY has been loosely correlated with MSFT. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if SPY jumps, then MSFT could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To SPY | 1D Price Change % | ||
|---|---|---|---|---|
| SPY | 100% | -1.12% | ||
| MSFT - SPY | 63% Loosely correlated | -0.82% | ||
| AAPL - SPY | 62% Loosely correlated | -1.38% | ||
| AVGO - SPY | 62% Loosely correlated | -2.88% | ||
| AMZN - SPY | 60% Loosely correlated | -0.53% | ||
| META - SPY | 59% Loosely correlated | -1.51% | ||
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