Screener
ICSH vs OVT
iShares Ultra Short Duration Bond Active ETF vs Overlay Shares Short Term Bond ETF
Key differences
Both ICSH and OVT are fixed income ETFs. ICSH charges 0.08% a year and OVT 0.79%. The main difference: ICSH follows a active selection strategy; OVT uses option income.
- ICSH follows a active selection strategy; OVT uses option income.
- ICSH costs 0.71% less per year.
- ICSH is much larger than OVT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, OVT has delivered higher annualized returns.
- ICSH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ICSH | OVT | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.79% |
| Fund size (AUM) | $7.6B | $61M |
| Since | 2013 | 2021 |
| Dividend yield | 4.38% | 8.11% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +4.3% | +8.3% |
| CAGR 3Y | +5.2% | +7.4% |
| CAGR 5Y | +3.7% | +2.9% |
| Sharpe 3Y | 3.41 | 0.88 |
| Volatility 1Y | 0.41% | 3.56% |
| Max drawdown | -3.94% | -13.59% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.