EQTY vs NVDY
Comparison between KOVITZ CORE EQUITY ETF (EQTY, ETF) and YIELDMAX(R) NVDA OPTION INCOME STRATEGY ETF (NVDY, ETF).
EQTY vs NVDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EQTY vs NVDY - Holdings Comparison
EQTY and NVDY have 0 common holdings. Overlap is 0.00%
EQTY's top 25 holdings weight is 79.28%. NVDY's top 25 holdings weight is 1.74%.
| Rank | EQTY | NVDY |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 4.64% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.74% |
| #2 | ALPHABET INC CLASS C (GOOG) - 4.60% | N/A |
| #3 | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.25% | N/A |
| #4 | CHARLES SCHWAB CORP (SCHW) - 4.24% | N/A |
| #5 | VISA INC CLASS A (V) - 4.24% | N/A |
| #6 | AON PLC CLASS A (AON) - 3.95% | N/A |
| #7 | WATERS CORP (WAT) - 3.94% | N/A |
| #8 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.93% | N/A |
| #9 | AMAZON.COM INC (AMZN) - 3.54% | N/A |
| #10 | SUNBELT RENTALS HOLDINGS INC (SUNB) - 3.47% | N/A |
| #11 | MOTOROLA SOLUTIONS INC (MSI) - 3.02% | N/A |
| #12 | BECTON DICKINSON & CO (BDX) - 2.99% | N/A |
| #13 | ALCON INC (ALC) - 2.98% | N/A |
| #14 | META PLATFORMS INC CLASS A (META) - 2.94% | N/A |
| #15 | JACOBS SOLUTIONS INC (J) - 2.82% | N/A |
| #16 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.70% | N/A |
| #17 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.65% | N/A |
| #18 | SALESFORCE INC (CRM) - 2.53% | N/A |
| #19 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.43% | N/A |
| #20 | APPLIED MATERIALS INC (AMAT) - 2.38% | N/A |
| #21 | S&P GLOBAL INC (SPGI) - 2.34% | N/A |
| #22 | COPART INC (CPRT) - 2.26% | N/A |
| #23 | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 2.25% | N/A |
| #24 | ANALOG DEVICES INC (ADI) - 2.12% | N/A |
| #25 | PACCAR INC (PCAR) - 2.07% | N/A |
| Total Holdings | 52 | 1 |
EQTY vs NVDY - Historical Returns
Returns include dividend reinvestment.
EQTY vs NVDY - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | EQTY | NVDY |
|---|---|---|
| 2026 | +2.62% | +10.39% |
| 2025 | +13.71% | +24.91% |
| 2024 | +20.68% | +120.09% |
| 2023 | +26.48% | +41.99% |
| 2022 | -3.83% | N/A |
EQTY vs NVDY Drawdown Comparison
The maximum drawdown for EQTY was -17.28%, occurring on Apr 8, 2025. Recovery took 100 trading sessions.
The maximum drawdown for NVDY was -33.69%, occurring on Apr 4, 2025. Recovery took 151 trading sessions.
The current EQTY drawdown is -1.62%. The current NVDY drawdown is -8.00%.
| Rank | EQTY | NVDY |
|---|---|---|
| #1 | -17.28% Feb 6, 2025 - Jul 2, 2025 | -33.69% Nov 21, 2024 - Jul 3, 2025 |
| #2 | -11.85% Jan 28, 2026 - Mar 27, 2026 | -20.94% Jul 10, 2024 - Oct 10, 2024 |
| #3 | -11.46% Aug 1, 2023 - Dec 13, 2023 | -16.09% Mar 25, 2024 - May 15, 2024 |
| #4 | -9.60% Feb 2, 2023 - Jun 12, 2023 | -13.91% Sep 5, 2023 - Dec 18, 2023 |
| #5 | -6.79% Jul 16, 2024 - Aug 21, 2024 | -12.71% Nov 3, 2025 - Apr 14, 2026 |
| #6 | -6.75% Dec 13, 2022 - Jan 11, 2023 | -12.04% May 14, 2026 - Jun 10, 2026 |
| #7 | -6.35% Oct 27, 2025 - Dec 5, 2025 | -11.12% Jun 18, 2024 - Jul 10, 2024 |
| #8 | -5.10% Mar 28, 2024 - Jul 10, 2024 | -10.93% Jul 13, 2023 - Aug 24, 2023 |
| #9 | -4.35% Dec 11, 2024 - Jan 21, 2025 | -7.24% Apr 27, 2026 - May 11, 2026 |
| #10 | -3.92% Aug 30, 2024 - Sep 19, 2024 | -6.64% Mar 7, 2024 - Mar 21, 2024 |
| #11 | -2.93% Jul 25, 2025 - Aug 12, 2025 | -6.18% Feb 14, 2024 - Feb 22, 2024 |
| #12 | -2.90% Nov 11, 2024 - Nov 26, 2024 | -6.06% Aug 28, 2025 - Sep 22, 2025 |
| #13 | -2.88% Sep 11, 2025 - Oct 8, 2025 | -6.05% Jun 20, 2023 - Jul 12, 2023 |
| #14 | -2.86% Oct 8, 2025 - Oct 20, 2025 | -5.77% Oct 9, 2025 - Oct 28, 2025 |
| #15 | -2.58% Jan 12, 2023 - Jan 23, 2023 | -5.76% Oct 22, 2024 - Nov 6, 2024 |
Correlation
Correlation between EQTY and NVDY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2022 - 2026)
EQTY vs NVDY dividend yield comparison.
| Year | EQTY | NVDY |
|---|---|---|
| 2026 | 0.00% | 23.20% |
| 2025 | 0.02% | 83.10% |
| 2024 | 0.33% | 83.65% |
| 2023 | 0.26% | 22.32% |
| 2022 | 0.08% | 0.00% |
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