Screener
OVB vs ICSH
Overlay Shares Core Bond ETF vs iShares Ultra Short Duration Bond Active ETF
Key differences
Both OVB and ICSH are fixed income ETFs. OVB charges 0.79% a year and ICSH 0.08%. The main difference: OVB follows a option income strategy; ICSH uses active selection.
- OVB follows a option income strategy; ICSH uses active selection.
- ICSH costs 0.71% less per year.
- ICSH is much larger than OVB. Larger funds are usually more liquid and less likely to close.
- ICSH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OVB | ICSH | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.08% |
| Fund size (AUM) | $47M | $7.6B |
| Since | 2019 | 2013 |
| Dividend yield | 6.95% | 4.38% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +8.6% | +4.3% |
| CAGR 3Y | +5.9% | +5.2% |
| CAGR 5Y | +0.7% | +3.7% |
| Sharpe 3Y | 0.34 | 3.41 |
| Volatility 1Y | 5.93% | 0.41% |
| Max drawdown | -21.68% | -3.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.