Screener
OVB vs OVL
Overlay Shares Core Bond ETF vs Overlay Shares Large Cap Equity ETF
Key differences
- OVL is significantly larger than OVB — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, OVL has delivered higher annualized returns.
Side-by-side comparison
| OVB | OVL | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.79% |
| Fund size (AUM) | $47M | $221M |
| Since | 2019 | 2019 |
| Dividend yield | 6.46% | 5.55% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +10.4% | +34.7% |
| CAGR 3Y | +5.6% | +25.2% |
| CAGR 5Y | +0.8% | +14.5% |
| Sharpe 3Y | 0.31 | 1.12 |
| Volatility 1Y | 5.85% | 14.12% |
| Max drawdown | -21.68% | -35.49% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to OVB and OVL
Explore further