Screener
IVV vs OVS
iShares Core S&P 500 ETF vs Overlay Shares Small Cap Equity ETF
Key differences
- IVV costs 0.80% less per year.
- IVV is significantly larger than OVS — larger funds tend to be more liquid and less likely to close.
- IVV is classified as equity, while OVS is alternative — different risk/return profiles.
- IVV follows a index tracking strategy; OVS uses option income.
- Over the last 3 years, IVV has delivered higher annualized returns.
- IVV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVV | OVS | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.83% |
| Fund size (AUM) | $797.5B | $20M |
| Since | 2000 | 2019 |
| Dividend yield | 1.12% | 5.97% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +31.2% | +41.5% |
| CAGR 3Y | +23.2% | +17.7% |
| CAGR 5Y | +14.4% | +7.1% |
| Sharpe 3Y | 1.24 | 0.68 |
| Volatility 1Y | 11.95% | 19.45% |
| Max drawdown | -33.90% | -45.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IVV and OVS
Explore further