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CGVV vs OVLH

Capital Group U.S. Large Value ETF vs Overlay Shares Hedged Large Cap Equity ETF

CGVV

Capital Group U.S. Large Value ETF

Capital Group

Annual cost

0.33%

Fund size

$128M

OVLH

Overlay Shares Hedged Large Cap Equity ETF

Overlay Shares

Annual cost

0.80%

Fund size

$102M

Key differences

  • CGVV costs 0.47% less per year.
  • CGVV is classified as equity, while OVLH is alternative — different risk/return profiles.
  • CGVV follows a index tracking strategy; OVLH uses volatility strategy.

Side-by-side comparison

CGVVOVLH
Annual cost (TER)0.33%0.80%
Fund size (AUM)$128M$102M
Since20252021
Dividend yield0.29%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingvolatility strategy
CAGR 1YN/A+20.2%
CAGR 3YN/A+17.3%
CAGR 5YN/A+10.1%
Sharpe 3YN/A1.34
Volatility 1Y8.51%
Max drawdown-10.11%-20.69%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CGVV and OVLH