EQTY vs IWB: holdings overlap, shared companies and scores
As of October 9, 2026, EQTY and IWB overlap 23.4% by weight. Kovitz Core Equity ETF (EQTY): Large-cap quality value stocks. iShares Russell 1000 ETF (IWB): Russell 1000 index.
Updated October 9, 2026
Where EQTY and IWB trade against their own history
EQTY trades at 26.6 times earnings, against its own median of 25.9, and is more expensive than 64% of its own 47 monthly readings since 2022.
IWB trades at 24.4 times earnings, against its own median of 22.4, and is more expensive than 63% of its own 115 monthly readings since 2017.
What moved EQTY and IWB this week
EQTY rose 1.3% in the week to October 9, 2026. The holdings that moved it most were Visa (+6.9%), Philip Morris International (+7.3%) and Microsoft (+3.4%); Applied Materials (−6.1%) pushed the other way.
IWB rose 1.2% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
What do EQTY and IWB each hold?
What's inside EQTY: Tech 34%, Magnificent 7 19%.
44% of EQTY is its ten largest holdings.
What's inside IWB: Tech 44%, Magnificent 7 32%.
37% of IWB is its ten largest holdings.
How much do EQTY and IWB overlap? 23.4% by weight
As of October 9, 2026, EQTY and IWB overlap 23.4% by weight.
97% of EQTY is already inside IWB.
31% of IWB is already inside EQTY.
EQTY holds 37 companies and IWB holds 1,023; 36 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score EQTY and IWB? 5.2 and 6.7 out of 10
As of October 9, 2026, ETF Copilot scores EQTY 5.2 out of 10 and IWB 6.7 out of 10.
They differ most on Return: EQTY 4.0 and IWB 7.8.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | EQTY | IWB |
|---|---|---|
| Growth | 4.9 | 7.3 |
| Value | 1.8 | 3.1 |
| Risk | 8.6 | 6.6 |
| Quality | 7.6 | 8.1 |
| Return | 4.0 | 7.8 |
IWB is the cheaper of the two at 0.15% a year
As of October 9, 2026, EQTY charges 0.99% a year and holds $1.4B in assets across 37 positions.
As of October 9, 2026, IWB charges 0.15% a year, yields 0.90% and holds $49.6B in assets across 1023 positions.
| Measure | EQTY | IWB |
|---|---|---|
| Expense ratio | 0.99% | 0.15% |
| Dividend yield | — | 0.90% |
| Assets under management | $1.4B | $49.6B |
| Holdings | 37 | 1023 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “EQTY vs IWB holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/eqty-vs-iwb
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