Screener
OVB vs BFIX
Overlay Shares Core Bond ETF vs Build Bond Innovation ETF
Key differences
Both OVB and BFIX are fixed income ETFs. OVB charges 0.79% a year and BFIX 0.45%. The main difference: BFIX costs 0.34% less per year.
- BFIX costs 0.34% less per year.
- OVB is much larger than BFIX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BFIX has delivered higher annualized returns.
Side-by-side comparison
| OVB | BFIX | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.45% |
| Fund size (AUM) | $47M | $12M |
| Since | 2019 | 2022 |
| Dividend yield | 6.95% | 3.52% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +8.6% | +4.1% |
| CAGR 3Y | +5.9% | +7.7% |
| CAGR 5Y | +0.7% | N/A |
| Sharpe 3Y | 0.34 | 0.81 |
| Volatility 1Y | 5.93% | 2.88% |
| Max drawdown | -21.68% | -8.03% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.