Screener
IWM vs OVS
iShares Russell 2000 ETF vs Overlay Shares Small Cap Equity ETF
Key differences
- IWM costs 0.64% less per year.
- IWM is significantly larger than OVS — larger funds tend to be more liquid and less likely to close.
- IWM is classified as equity, while OVS is alternative — different risk/return profiles.
- IWM follows a index tracking strategy; OVS uses option income.
- Over the last 3 years, IWM has delivered higher annualized returns.
- IWM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWM | OVS | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.83% |
| Fund size (AUM) | $76.9B | $20M |
| Since | 2000 | 2019 |
| Dividend yield | 0.91% | 5.97% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +44.9% | +41.5% |
| CAGR 3Y | +19.6% | +17.7% |
| CAGR 5Y | +7.2% | +7.1% |
| Sharpe 3Y | 0.78 | 0.68 |
| Volatility 1Y | 19.29% | 19.45% |
| Max drawdown | -41.13% | -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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