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OVF vs OVLH

Overlay Shares Foreign Equity ETF vs Overlay Shares Hedged Large Cap Equity ETF

OVF

Overlay Shares Foreign Equity ETF

Overlay Shares

Annual cost

0.83%

Fund size

$37M

OVLH

Overlay Shares Hedged Large Cap Equity ETF

Overlay Shares

Annual cost

0.80%

Fund size

$102M

Key differences

  • OVF follows a option income strategy; OVLH uses volatility strategy.
  • Over the last 3 years, OVF has delivered higher annualized returns.

Side-by-side comparison

OVFOVLH
Annual cost (TER)0.83%0.80%
Fund size (AUM)$37M$102M
Since20192021
Dividend yield8.97%0.29%
Asset classalternativealternative
Regionnorth america
Strategyoption incomevolatility strategy
CAGR 1Y+32.6%+19.1%
CAGR 3Y+18.7%+17.4%
CAGR 5Y+9.8%+9.9%
Sharpe 3Y0.911.35
Volatility 1Y16.72%8.52%
Max drawdown-30.07%-20.69%

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

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