Screener
IJR vs OVS
iShares Core S&P Small-Cap ETF vs Overlay Shares Small Cap Equity ETF
Key differences
- IJR costs 0.77% less per year.
- IJR is significantly larger than OVS — larger funds tend to be more liquid and less likely to close.
- IJR is classified as equity, while OVS is alternative — different risk/return profiles.
- IJR follows a index tracking strategy; OVS uses option income.
- Over the last 3 years, OVS has delivered higher annualized returns.
- IJR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IJR | OVS | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.83% |
| Fund size (AUM) | $102.6B | $20M |
| Since | 2000 | 2019 |
| Dividend yield | 1.16% | 5.97% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +36.1% | +41.5% |
| CAGR 3Y | +16.0% | +17.7% |
| CAGR 5Y | +6.6% | +7.1% |
| Sharpe 3Y | 0.65 | 0.68 |
| Volatility 1Y | 17.70% | 19.45% |
| Max drawdown | -44.36% | -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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