Skip to content
Beacon
Screener

OVF vs OVT

Overlay Shares Foreign Equity ETF vs Overlay Shares Short Term Bond ETF

OVF

Overlay Shares Foreign Equity ETF

Overlay Shares

Annual cost

0.83%

Fund size

$37M

OVT

Overlay Shares Short Term Bond ETF

Overlay Shares

Annual cost

0.79%

Fund size

$59M

Key differences

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

Side-by-side comparison

OVFOVT
Annual cost (TER)0.83%0.79%
Fund size (AUM)$37M$59M
Since20192021
Dividend yield8.97%7.58%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+32.6%+9.3%
CAGR 3Y+18.7%+7.3%
CAGR 5Y+9.8%+3.0%
Sharpe 3Y0.910.87
Volatility 1Y16.72%3.44%
Max drawdown-30.07%-13.59%

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

Similar to OVF and OVT