EQTY vs VCEB

Comparison between KOVITZ CORE EQUITY ETF (EQTY, ETF) and VANGUARD ESG U.S. CORPORATE BOND ETF ETF SHARES (VCEB, ETF).

EQTY vs VCEB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQTY(ETF)	VCEB(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.99%	0.12%
Max Drawdown	17.28%	24.44%
Sharpe Ratio	1.14	0.51
5Y Beta	0.86	0.10
P/E Ratio	28.73	N/A
Forward P/E	20.30	N/A
PEG Ratio	0.98	N/A
5Y Dividends CAGR	N/A	39.57%
5Y EPS CAGR	13.82%	N/A
Debt to Equity	51.13%	N/A
P/S Ratio	2.57	N/A
P/B Ratio	3.60	N/A

Net Assets

EQTY

$1.20B

VCEB

$1.20B

Expense Ratio

EQTY

0.99%

Winner

VCEB

0.12%

Max Drawdown

Winner

EQTY

17.28%

VCEB

24.44%

Sharpe Ratio

Winner

EQTY

1.14

VCEB

0.51

5Y Beta

EQTY

0.86

Winner

VCEB

0.10

P/E Ratio

EQTY

28.73

VCEB

N/A

Forward P/E

EQTY

20.30

VCEB

N/A

PEG Ratio

EQTY

0.98

VCEB

N/A

5Y Dividends CAGR

EQTY

N/A

VCEB

39.57%

5Y EPS CAGR

EQTY

13.82%

VCEB

N/A

Debt to Equity

EQTY

51.13%

VCEB

N/A

P/S Ratio

EQTY

2.57

VCEB

N/A

P/B Ratio

EQTY

3.60

VCEB

N/A

EQTY vs VCEB - Historical Returns

Returns include dividend reinvestment.

Period	EQTY	VCEB
1 month	+3.27%	+0.11%
3 months	-0.28%	-0.19%
6 months	+7.17%	+0.80%
1 year	+18.77%	+6.07%
5 years(CAGR)	N/A	+0.61%
Max(CAGR)	+16.68%	+0.35%

Winner

EQTY

+3.27%

VCEB

+0.11%

EQTY

-0.28%

Winner

VCEB

-0.19%

Winner

EQTY

+7.17%

VCEB

+0.80%

Winner

EQTY

+18.77%

VCEB

+6.07%

5Y(CAGR)

EQTY

N/A

VCEB

+0.61%

Max(CAGR)

Winner

EQTY

+16.68%

VCEB

+0.35%

EQTY vs VCEB - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	EQTY	VCEB
2026	+1.69%	+0.45%
2025	+13.71%	+7.51%
2024	+20.68%	+2.80%
2023	+26.48%	+8.06%
2022	-3.83%	-14.42%
2021	N/A	-1.47%
2020	N/A	+2.46%

EQTY vs VCEB Drawdown Comparison

The maximum drawdown for EQTY was -17.28%, occurring on Apr 8, 2025. Recovery took 100 trading sessions.

The maximum drawdown for VCEB was -21.60%, occurring on Oct 20, 2022. Recovery took 1284 trading sessions.

The current EQTY drawdown is -2.51%. The current VCEB drawdown is -0.99%.

Rank	EQTY	VCEB
#1	-17.28% Feb 6, 2025 - Jul 2, 2025	-21.60% Dec 31, 2020 - Feb 12, 2026
#2	-11.85% Jan 28, 2026 - Mar 27, 2026	-2.82% Feb 26, 2026 - Mar 27, 2026
#3	-11.46% Aug 1, 2023 - Dec 13, 2023	-1.08% Nov 30, 2020 - Dec 30, 2020
#4	-9.60% Feb 2, 2023 - Jun 12, 2023	-1.06% Nov 5, 2020 - Nov 18, 2020
#5	-6.79% Jul 16, 2024 - Aug 21, 2024	-1.01% Oct 14, 2020 - Nov 4, 2020
#6	-6.75% Dec 13, 2022 - Jan 11, 2023	-0.41% Oct 1, 2020 - Oct 12, 2020
#7	-6.35% Oct 27, 2025 - Dec 5, 2025	-0.19% Nov 19, 2020 - Nov 27, 2020
#8	-5.10% Mar 28, 2024 - Jul 10, 2024	-0.12% Feb 20, 2026 - Feb 26, 2026
#9	-4.35% Dec 11, 2024 - Jan 21, 2025	-0.11% Sep 24, 2020 - Sep 28, 2020
#10	-3.92% Aug 30, 2024 - Sep 19, 2024	-0.07% Feb 13, 2026 - Feb 19, 2026
#11	-2.93% Jul 25, 2025 - Aug 12, 2025	-0.05% Sep 28, 2020 - Oct 1, 2020
#12	-2.90% Nov 11, 2024 - Nov 26, 2024	N/A
#13	-2.88% Sep 11, 2025 - Oct 8, 2025	N/A
#14	-2.86% Oct 8, 2025 - Oct 20, 2025	N/A
#15	-2.58% Jan 12, 2023 - Jan 23, 2023	N/A