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OVB vs OVF

Overlay Shares Core Bond ETF vs Overlay Shares Foreign Equity ETF

OVB

Overlay Shares Core Bond ETF

Overlay Shares

Annual cost

0.79%

Fund size

$47M

OVF

Overlay Shares Foreign Equity ETF

Overlay Shares

Annual cost

0.83%

Fund size

$37M

Key differences

  • Over the last 3 years, OVF has delivered higher annualized returns.

Side-by-side comparison

OVBOVF
Annual cost (TER)0.79%0.83%
Fund size (AUM)$47M$37M
Since20192019
Dividend yield6.46%8.97%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+10.4%+32.6%
CAGR 3Y+5.6%+18.7%
CAGR 5Y+0.8%+9.8%
Sharpe 3Y0.310.91
Volatility 1Y5.85%16.72%
Max drawdown-21.68%-30.07%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to OVB and OVF