Screener
BFIX vs OVB
Build Bond Innovation ETF vs Overlay Shares Core Bond ETF
Key differences
Both BFIX and OVB are fixed income ETFs. BFIX charges 0.45% a year and OVB 0.79%. The main difference: BFIX costs 0.34% less per year.
- BFIX costs 0.34% less per year.
- OVB is much larger than BFIX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BFIX has delivered higher annualized returns.
Side-by-side comparison
| BFIX | OVB | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.79% |
| Fund size (AUM) | $12M | $47M |
| Since | 2022 | 2019 |
| Dividend yield | 3.52% | 6.95% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +4.1% | +8.6% |
| CAGR 3Y | +7.7% | +5.9% |
| CAGR 5Y | N/A | +0.7% |
| Sharpe 3Y | 0.81 | 0.34 |
| Volatility 1Y | 2.88% | 5.93% |
| Max drawdown | -8.03% | -21.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.