Screener
OVB vs ISTB
Overlay Shares Core Bond ETF vs iShares Core 1-5 Year USD Bond ETF
Key differences
Both OVB and ISTB are fixed income ETFs. OVB charges 0.79% a year and ISTB 0.06%. The main difference: OVB follows a option income strategy; ISTB uses index tracking.
- OVB follows a option income strategy; ISTB uses index tracking.
- ISTB costs 0.73% less per year.
- ISTB is much larger than OVB. Larger funds are usually more liquid and less likely to close.
- ISTB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OVB | ISTB | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.06% |
| Fund size (AUM) | $47M | $4.7B |
| Since | 2019 | 2012 |
| Dividend yield | 6.95% | 4.23% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +8.6% | +4.1% |
| CAGR 3Y | +5.9% | +5.0% |
| CAGR 5Y | +0.7% | +1.9% |
| Sharpe 3Y | 0.34 | 0.58 |
| Volatility 1Y | 5.93% | 1.77% |
| Max drawdown | -21.68% | -9.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.