EQTY vs IWC
Comparison between KOVITZ CORE EQUITY ETF (EQTY, ETF) and ISHARES MICRO-CAP ETF (IWC, ETF).
EQTY vs IWC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQTY
$1.40B
IWC
$1.40B
Expense Ratio
EQTY
0.99%
Winner
IWC
0.60%
Max Drawdown
Winner
EQTY
17.28%
IWC
65.20%
Sharpe Ratio
EQTY
0.79
Winner
IWC
1.69
5Y Beta
Winner
EQTY
0.85
IWC
1.19
P/E Ratio
EQTY
27.74
Winner
IWC
-27.24
Forward P/E
EQTY
20.03
Winner
IWC
13.52
PEG Ratio
EQTY
0.85
IWC
N/A
5Y Dividends CAGR
EQTY
N/A
IWC
11.12%
5Y EPS CAGR
Winner
EQTY
14.33%
IWC
5.16%
Debt to Equity
EQTY
58.30%
Winner
IWC
-17.52%
P/S Ratio
EQTY
3.28
Winner
IWC
1.54
P/B Ratio
EQTY
4.21
Winner
IWC
2.23
EQTY vs IWC - Holdings Comparison
EQTY and IWC have 1 common holdings. Overlap is 0.00%
EQTY's top 25 holdings weight is 79.28%. IWC's top 25 holdings weight is 21.60%.
| Rank | EQTY | IWC |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 4.64% | APPLIED OPTOELECTRONICS INC (AAOI) - 2.18% |
| #2 | ALPHABET INC CLASS C (GOOG) - 4.60% | APPLIED DIGITAL CORP (APLD) - 1.98% |
| #3 | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.25% | n/a (PRAX) - 1.61% |
| #4 | CHARLES SCHWAB CORP (SCHW) - 4.24% | AXT INC (AXTI) - 1.54% |
| #5 | VISA INC CLASS A (V) - 4.24% | TERAWULF INC (WULF) - 1.43% |
| #6 | AON PLC CLASS A (AON) - 3.95% | CIPHER DIGITAL INC (CIFR) - 1.29% |
| #7 | WATERS CORP (WAT) - 3.94% | NAVITAS SEMICONDUCTOR CORP CLASS A (NVTS) - 1.08% |
| #8 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.93% | CELCUITY INC (CELC) - 0.88% |
| #9 | AMAZON.COM INC (AMZN) - 3.54% | COGENT BIOSCIENCES INC (COGT) - 0.85% |
| #10 | SUNBELT RENTALS HOLDINGS INC (SUNB) - 3.47% | ENERGY FUELS INC (n/a) - 0.77% |
| #11 | MOTOROLA SOLUTIONS INC (MSI) - 3.02% | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.72% |
| #12 | BECTON DICKINSON & CO (BDX) - 2.99% | NLIGHT INC (LASR) - 0.68% |
| #13 | ALCON INC (ALC) - 2.98% | TUTOR PERINI CORP (TPC) - 0.59% |
| #14 | META PLATFORMS INC CLASS A (META) - 2.94% | BEL FUSE INC CLASS B (BELFB) - 0.58% |
| #15 | JACOBS SOLUTIONS INC (J) - 2.82% | DIANTHUS THERAPEUTICS INC (DNTH) - 0.56% |
| #16 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.70% | CENTRUS ENERGY CORP CLASS A (LEU) - 0.55% |
| #17 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.65% | INNODATA INC (INOD) - 0.53% |
| #18 | SALESFORCE INC (CRM) - 2.53% | ORUKA THERAPEUTICS INC (ORKA) - 0.51% |
| #19 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.43% | PENGUIN SOLUTIONS INC (PENG) - 0.50% |
| #20 | APPLIED MATERIALS INC (AMAT) - 2.38% | AEHR TEST SYSTEMS (AEHR) - 0.50% |
| #21 | S&P GLOBAL INC (SPGI) - 2.34% | VISTANCE NETWORKS INC (VISN) - 0.49% |
| #22 | COPART INC (CPRT) - 2.26% | ASTRONICS CORP (ATRO) - 0.46% |
| #23 | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 2.25% | DIGI INTERNATIONAL INC (DGII) - 0.45% |
| #24 | ANALOG DEVICES INC (ADI) - 2.12% | CECO ENVIRONMENTAL CORP (CECO) - 0.44% |
| #25 | PACCAR INC (PCAR) - 2.07% | AMERICAN SUPERCONDUCTOR CORP (AMSC) - 0.43% |
| Total Holdings | 52 | 1249 |
EQTY vs IWC - Historical Returns
Returns include dividend reinvestment.
1M
EQTY
+1.62%
Winner
IWC
+2.18%
3M
EQTY
+6.56%
Winner
IWC
+17.15%
6M
EQTY
+2.95%
Winner
IWC
+16.17%
1Y
EQTY
+13.25%
Winner
IWC
+52.59%
5Y(CAGR)
EQTY
N/A
IWC
+5.26%
10Y(CAGR)
EQTY
N/A
IWC
+11.56%
Max(CAGR)
Winner
EQTY
+16.56%
IWC
+7.80%
EQTY vs IWC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EQTY | IWC |
|---|---|---|
| 2026 | +2.85% | +19.45% |
| 2025 | +13.71% | +22.31% |
| 2024 | +20.68% | +14.33% |
| 2023 | +26.48% | +9.83% |
| 2022 | -3.83% | -23.36% |
| 2021 | N/A | +19.37% |
| 2020 | N/A | +21.33% |
| 2019 | N/A | +20.16% |
| 2018 | N/A | -14.02% |
| 2017 | N/A | +12.24% |
| 2016 | N/A | +23.81% |
| 2015 | N/A | -4.75% |
| 2014 | N/A | +4.30% |
| 2013 | N/A | +40.53% |
| 2012 | N/A | +17.20% |
| 2011 | N/A | -11.41% |
| 2010 | N/A | +25.96% |
| 2009 | N/A | +23.05% |
| 2008 | N/A | -38.31% |
| 2007 | N/A | -8.99% |
| 2006 | N/A | +13.12% |
| 2005 | N/A | +2.82% |
EQTY vs IWC Drawdown Comparison
The maximum drawdown for EQTY was -17.28%, occurring on Apr 8, 2025. Recovery took 100 trading sessions.
The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The current EQTY drawdown is -1.40%. The current IWC drawdown is -1.89%.
| Rank | EQTY | IWC |
|---|---|---|
| #1 | -17.28% Feb 6, 2025 - Jul 2, 2025 | -64.60% Jun 19, 2007 - Mar 8, 2013 |
| #2 | -11.85% Jan 28, 2026 - Mar 27, 2026 | -47.20% Aug 31, 2018 - Nov 23, 2020 |
| #3 | -11.46% Aug 1, 2023 - Dec 13, 2023 | -41.06% Mar 12, 2021 - Sep 18, 2025 |
| #4 | -9.60% Feb 2, 2023 - Jun 12, 2023 | -28.70% Jun 23, 2015 - Nov 21, 2016 |
| #5 | -6.79% Jul 16, 2024 - Aug 21, 2024 | -16.66% Mar 5, 2014 - Mar 18, 2015 |
| #6 | -6.75% Dec 13, 2022 - Jan 11, 2023 | -15.04% May 5, 2006 - Dec 27, 2006 |
| #7 | -6.35% Oct 27, 2025 - Dec 5, 2025 | -12.43% Jan 22, 2026 - Apr 15, 2026 |
| #8 | -5.10% Mar 28, 2024 - Jul 10, 2024 | -9.98% Oct 15, 2025 - Dec 4, 2025 |
| #9 | -4.35% Dec 11, 2024 - Jan 21, 2025 | -8.81% Jan 23, 2018 - Mar 9, 2018 |
| #10 | -3.92% Aug 30, 2024 - Sep 19, 2024 | -8.63% Feb 22, 2007 - Jun 1, 2007 |
| #11 | -2.93% Jul 25, 2025 - Aug 12, 2025 | -8.61% Sep 12, 2005 - Dec 1, 2005 |
| #12 | -2.90% Nov 11, 2024 - Nov 26, 2024 | -8.24% Feb 9, 2021 - Mar 10, 2021 |
| #13 | -2.88% Sep 11, 2025 - Oct 8, 2025 | -8.08% Jan 22, 2014 - Feb 27, 2014 |
| #14 | -2.86% Oct 8, 2025 - Oct 20, 2025 | -7.28% Mar 12, 2018 - May 11, 2018 |
| #15 | -2.58% Jan 12, 2023 - Jan 23, 2023 | -6.89% Jul 25, 2017 - Sep 18, 2017 |
Correlation
Correlation between EQTY and IWC is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2005 - 2026)
EQTY vs IWC dividend yield comparison.
| Year | EQTY | IWC |
|---|---|---|
| 2026 | 0.00% | 0.13% |
| 2025 | 0.02% | 1.10% |
| 2024 | 0.33% | 1.06% |
| 2023 | 0.26% | 1.17% |
| 2022 | 0.08% | 1.18% |
| 2021 | 0.00% | 0.78% |
| 2020 | 0.00% | 0.98% |
| 2019 | 0.00% | 1.19% |
| 2018 | 0.00% | 1.01% |
| 2017 | 0.00% | 1.09% |
| 2016 | 0.00% | 1.16% |
| 2015 | 0.00% | 1.49% |
| 2014 | 0.00% | 1.11% |
| 2013 | 0.00% | 1.01% |
| 2012 | 0.00% | 1.95% |
| 2011 | 0.00% | 1.21% |
| 2010 | 0.00% | 0.82% |
| 2009 | 0.00% | 0.82% |
| 2008 | 0.00% | 1.31% |
| 2007 | 0.00% | 0.79% |
| 2006 | 0.00% | 0.51% |
| 2005 | 0.00% | 0.19% |
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