Screener
DUSG vs OVS
U.S. Small Cap Growth Portfolio: ETF Class Shares vs Overlay Shares Small Cap Equity ETF
Key differences
- DUSG costs 0.51% less per year.
- DUSG is significantly larger than OVS — larger funds tend to be more liquid and less likely to close.
- DUSG is classified as equity, while OVS is alternative — different risk/return profiles.
- DUSG follows a index tracking strategy; OVS uses option income.
- DUSG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DUSG | OVS | |
|---|---|---|
| Annual cost (TER) | 0.32% | 0.83% |
| Fund size (AUM) | $1.9B | $20M |
| Since | 2012 | 2019 |
| Dividend yield | — | 5.97% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | N/A | +38.2% |
| CAGR 3Y | N/A | +17.1% |
| CAGR 5Y | N/A | +6.3% |
| Sharpe 3Y | N/A | 0.66 |
| Volatility 1Y | — | 19.45% |
| Max drawdown | -4.19% | -45.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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