Screener
IWR vs OVS
iShares Russell Mid-Cap ETF vs Overlay Shares Small Cap Equity ETF
Key differences
- IWR costs 0.65% less per year.
- IWR is significantly larger than OVS — larger funds tend to be more liquid and less likely to close.
- IWR is classified as equity, while OVS is alternative — different risk/return profiles.
- IWR follows a index tracking strategy; OVS uses option income.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWR | OVS | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.83% |
| Fund size (AUM) | $52.6B | $20M |
| Since | 2001 | 2019 |
| Dividend yield | 1.19% | 5.97% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +23.2% | +41.5% |
| CAGR 3Y | +17.3% | +17.7% |
| CAGR 5Y | +8.5% | +7.1% |
| Sharpe 3Y | 0.86 | 0.68 |
| Volatility 1Y | 13.52% | 19.45% |
| Max drawdown | -40.59% | -45.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IWR and OVS
Explore further