EQTY
Price
$25.35
Change
+$0.11 (+0.44%)
Updated
Jul 3 closing price
Net Assets
1.26B
SPY
Price
$625.34
Change
+$4.89 (+0.79%)
Updated
Jul 3 closing price
Net Assets
641.88B
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EQTY vs SPY

Header iconEQTY vs SPY Comparison
Open Charts EQTY vs SPYBanner chart's image
Kovitz Core Equity ETF
Price$25.35
Change+$0.11 (+0.44%)
Volume$13.16K
Net Assets1.26B
SPDR® S&P 500® ETF
Price$625.34
Change+$4.89 (+0.79%)
Volume$51.07M
Net Assets641.88B
EQTY vs SPY Comparison Chart in %
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EQTY
Daily Signalchanged days ago
Gain/Loss if bought
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SPY
Daily Signalchanged days ago
Gain/Loss if bought
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VS
EQTY vs. SPY 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 SPY is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SPY has more net assets: 642B vs. EQTY (1.26B). SPY has a higher annual dividend yield than EQTY: SPY (7.336) vs EQTY (6.691). EQTY was incepted earlier than SPY: EQTY (14 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).
EQTYSPYEQTY / SPY
Gain YTD6.6917.33691%
Net Assets1.26B642B0%
Total Expense Ratio0.990.091,048%
Turnover25.003.00833%
Yield0.311.1627%
Fund Existence14 years32 years-
TECHNICAL ANALYSIS
Technical Analysis
EQTYSPY
RSI
ODDS (%)
Bearish Trend 5 days ago
61%
Bearish Trend 5 days ago
76%
Stochastic
ODDS (%)
Bearish Trend 5 days ago
68%
Bearish Trend 5 days ago
70%
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
87%
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
65%
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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SPY
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%
More

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 %
SPY100%
+0.79%
MSFT - SPY
63%
Loosely correlated
+1.58%
AAPL - SPY
62%
Loosely correlated
+0.52%
AVGO - SPY
62%
Loosely correlated
+1.96%
AMZN - SPY
60%
Loosely correlated
+1.59%
META - SPY
59%
Loosely correlated
+0.76%
More