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OVB vs OVS

Overlay Shares Core Bond ETF vs Overlay Shares Small Cap Equity ETF

OVB

Overlay Shares Core Bond ETF

Overlay Shares

Annual cost

0.79%

Fund size

$47M

OVS

Overlay Shares Small Cap Equity ETF

Overlay Shares

Annual cost

0.83%

Fund size

$20M

Key differences

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

Side-by-side comparison

OVBOVS
Annual cost (TER)0.79%0.83%
Fund size (AUM)$47M$20M
Since20192019
Dividend yield6.46%5.97%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+10.4%+38.2%
CAGR 3Y+5.6%+17.1%
CAGR 5Y+0.8%+6.3%
Sharpe 3Y0.310.66
Volatility 1Y5.85%19.45%
Max drawdown-21.68%-45.09%

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

Similar to OVB and OVS