EQTY vs YEAR
Comparison between KOVITZ CORE EQUITY ETF (EQTY, ETF) and AB ULTRA SHORT INCOME ETF (YEAR, ETF).
EQTY vs YEAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQTY
$1.40B
Winner
YEAR
$1.50B
Expense Ratio
EQTY
0.99%
Winner
YEAR
0.25%
Max Drawdown
EQTY
17.28%
Winner
YEAR
1.40%
Sharpe Ratio
Winner
EQTY
1.01
YEAR
-0.46
5Y Beta
EQTY
0.83
Winner
YEAR
0.00
P/E Ratio
EQTY
27.41
YEAR
N/A
Forward P/E
EQTY
20.72
YEAR
N/A
PEG Ratio
EQTY
0.55
YEAR
N/A
5Y EPS CAGR
EQTY
14.91%
YEAR
N/A
Debt to Equity
EQTY
58.07%
YEAR
N/A
P/S Ratio
EQTY
3.57
YEAR
N/A
P/B Ratio
EQTY
4.21
YEAR
N/A
EQTY vs YEAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQTY
+4.89%
YEAR
+0.39%
3M
Winner
EQTY
+8.74%
YEAR
+0.73%
6M
Winner
EQTY
+8.07%
YEAR
+1.44%
1Y
Winner
EQTY
+17.40%
YEAR
+3.61%
Max(CAGR)
Winner
EQTY
+18.20%
YEAR
+4.84%
EQTY vs YEAR - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | EQTY | YEAR |
|---|---|---|
| 2026 | +10.78% | +1.77% |
| 2025 | +13.71% | +4.65% |
| 2024 | +20.68% | +5.45% |
| 2023 | +26.48% | +5.87% |
| 2022 | -3.83% | +1.10% |
EQTY vs YEAR Drawdown Comparison
The maximum drawdown for EQTY was -17.28%, occurring on Apr 8, 2025. Recovery took 100 trading sessions.
The maximum drawdown for YEAR was -0.61%, occurring on Oct 20, 2022. Recovery took 41 trading sessions.
| Rank | EQTY | YEAR |
|---|---|---|
| #1 | -17.28% Feb 6, 2025 - Jul 2, 2025 | -0.61% Sep 14, 2022 - Nov 10, 2022 |
| #2 | -11.85% Jan 28, 2026 - Jul 1, 2026 | -0.55% Mar 13, 2023 - Apr 5, 2023 |
| #3 | -11.46% Aug 1, 2023 - Dec 13, 2023 | -0.43% Jan 31, 2024 - Mar 7, 2024 |
| #4 | -9.60% Feb 2, 2023 - Jun 12, 2023 | -0.42% May 6, 2024 - Jun 3, 2024 |
| #5 | -6.79% Jul 16, 2024 - Aug 21, 2024 | -0.30% Apr 3, 2025 - Apr 22, 2025 |
| #6 | -6.75% Dec 13, 2022 - Jan 11, 2023 | -0.28% May 4, 2023 - May 16, 2023 |
| #7 | -6.35% Oct 27, 2025 - Dec 5, 2025 | -0.26% Sep 19, 2024 - Nov 4, 2024 |
| #8 | -5.10% Mar 28, 2024 - Jul 10, 2024 | -0.24% Apr 4, 2024 - Apr 29, 2024 |
| #9 | -4.35% Dec 11, 2024 - Jan 21, 2025 | -0.23% Feb 27, 2026 - Apr 2, 2026 |
| #10 | -3.92% Aug 30, 2024 - Sep 19, 2024 | -0.22% Dec 6, 2023 - Dec 14, 2023 |
| #11 | -2.93% Jul 25, 2025 - Aug 12, 2025 | -0.18% Aug 10, 2023 - Aug 29, 2023 |
| #12 | -2.90% Nov 11, 2024 - Nov 26, 2024 | -0.18% Jun 18, 2024 - Jun 21, 2024 |
| #13 | -2.88% Sep 11, 2025 - Oct 8, 2025 | -0.18% Apr 30, 2025 - May 23, 2025 |
| #14 | -2.86% Oct 8, 2025 - Oct 20, 2025 | -0.17% Mar 3, 2023 - Mar 10, 2023 |
| #15 | -2.58% Jan 12, 2023 - Jan 23, 2023 | -0.16% Sep 28, 2023 - Oct 6, 2023 |
Correlation
Correlation between EQTY and YEAR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2022 - 2026)
EQTY vs YEAR dividend yield comparison.
| Year | EQTY | YEAR |
|---|---|---|
| 2026 | 0.00% | 2.27% |
| 2025 | 0.02% | 4.33% |
| 2024 | 0.33% | 5.16% |
| 2023 | 0.26% | 5.00% |
| 2022 | 0.08% | 1.19% |
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