Screener
DEFR vs OVB
Aptus Deferred Income ETF vs Overlay Shares Core Bond ETF
Key differences
DEFR is an alternative ETF, while OVB is a fixed income ETF. DEFR charges 0.79% a year and OVB 0.79%.
- DEFR is an alternative fund, while OVB is a fixed income fund. They carry different risk/return profiles.
- OVB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DEFR | OVB | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.79% |
| Fund size (AUM) | $122M | $47M |
| Since | 2025 | 2019 |
| Dividend yield | 0.00% | 6.95% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +5.2% | +8.6% |
| CAGR 3Y | N/A | +5.9% |
| CAGR 5Y | N/A | +0.7% |
| Sharpe 3Y | N/A | 0.34 |
| Volatility 1Y | 5.17% | 5.93% |
| Max drawdown | -3.90% | -21.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.