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EQTY vs SPY
EQTY vs SPY Comparison
Open Charts EQTY vs SPY
Kovitz Core Equity ETF
Price$25.89
Change+$0.05 (+0.19%)
Volume$2.76K
Net Assets1.3B
SPDR® S&P 500® ETF
Price$648.48
Change+$1.24 (+0.19%)
Volume$23.57K
Net Assets655.16B
EQTY vs SPY Comparison Chart in %
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EQTY vs. SPY commentary
Sep 08, 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 Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
SPY has more net assets: 655B vs. EQTY (1.3B). SPY has a higher annual dividend yield than EQTY: SPY (11.095) vs EQTY (8.751). EQTY was incepted earlier than SPY: EQTY (14 years) vs SPY (33 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 | 8.751 | 11.095 | 79% |
| Net Assets | 1.3B | 655B | 0% |
| Total Expense Ratio | 0.99 | 0.09 | 1,048% |
| Turnover | 25.00 | 3.00 | 833% |
| Yield | 0.30 | 1.11 | 27% |
| Fund Existence | 14 years | 33 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| EQTY | SPY | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 69% | 7 days ago 79% |
| Stochastic ODDS (%) | 4 days ago 68% | 4 days ago 64% |
| Momentum ODDS (%) | 4 days ago 75% | 4 days ago 88% |
| MACD ODDS (%) | 4 days ago 56% | 4 days ago 77% |
| TrendWeek ODDS (%) | 4 days ago 64% | 4 days ago 74% |
| TrendMonth ODDS (%) | 4 days ago 84% | 4 days ago 87% |
| Advances ODDS (%) | 5 days ago 85% | 5 days ago 87% |
| Declines ODDS (%) | 7 days ago 67% | 7 days ago 74% |
| BollingerBands ODDS (%) | 4 days ago 80% | N/A |
| Aroon ODDS (%) | 4 days ago 83% | 4 days ago 84% |
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EQTY and
Correlation & Price change
A.I.dvisor indicates that over the last year, EQTY has been closely correlated with KEYS. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if EQTY jumps, then KEYS could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To EQTY | 1D Price Change % | ||
|---|---|---|---|---|
| EQTY | 100% | -0.02% | ||
| KEYS - EQTY | 79% Closely correlated | +0.57% | ||
| ADI - EQTY | 76% Closely correlated | +0.39% | ||
| AMZN - EQTY | 75% Closely correlated | -1.42% | ||
| GGG - EQTY | 75% Closely correlated | -0.38% | ||
| JPM - EQTY | 73% Closely correlated | -3.11% | ||
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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% | -0.29% | ||
| MSFT - SPY | 63% Loosely correlated | -2.55% | ||
| AAPL - SPY | 62% Loosely correlated | -0.04% | ||
| AVGO - SPY | 62% Loosely correlated | +9.41% | ||
| AMZN - SPY | 60% Loosely correlated | -1.42% | ||
| META - SPY | 59% Loosely correlated | +0.51% | ||
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