Screener
IWR vs OVL
iShares Russell Mid-Cap ETF vs Overlay Shares Large Cap Equity ETF
Key differences
- IWR costs 0.61% less per year.
- IWR is significantly larger than OVL — larger funds tend to be more liquid and less likely to close.
- IWR is classified as equity, while OVL is alternative — different risk/return profiles.
- IWR follows a index tracking strategy; OVL uses option income.
- Over the last 3 years, OVL has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWR | OVL | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.79% |
| Fund size (AUM) | $52.6B | $221M |
| Since | 2001 | 2019 |
| Dividend yield | 1.19% | 5.55% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +23.2% | +36.9% |
| CAGR 3Y | +17.3% | +25.1% |
| CAGR 5Y | +8.5% | +15.0% |
| Sharpe 3Y | 0.86 | 1.11 |
| Volatility 1Y | 13.52% | 14.10% |
| Max drawdown | -40.59% | -35.49% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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