Screener
OVB vs IUSB
Overlay Shares Core Bond ETF vs iShares Core Universal USD Bond ETF
Key differences
Both OVB and IUSB are fixed income ETFs. OVB charges 0.79% a year and IUSB 0.06%. The main difference: OVB follows a option income strategy; IUSB uses index tracking.
- OVB follows a option income strategy; IUSB uses index tracking.
- IUSB costs 0.73% less per year.
- IUSB is much larger than OVB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, OVB has delivered higher annualized returns.
- IUSB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OVB | IUSB | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.06% |
| Fund size (AUM) | $47M | $39.8B |
| Since | 2019 | 2014 |
| Dividend yield | 6.95% | 4.24% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +8.6% | +5.2% |
| CAGR 3Y | +5.9% | +4.7% |
| CAGR 5Y | +0.7% | +0.5% |
| Sharpe 3Y | 0.34 | 0.23 |
| Volatility 1Y | 5.93% | 3.59% |
| Max drawdown | -21.68% | -17.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.