Screener
OVL vs CGMM
Overlay Shares Large Cap Equity ETF vs Capital Group U.S. Small and Mid Cap ETF
Key differences
- CGMM costs 0.28% less per year.
- CGMM is significantly larger than OVL — larger funds tend to be more liquid and less likely to close.
- OVL is classified as alternative, while CGMM is equity — different risk/return profiles.
- OVL follows a option income strategy; CGMM uses index tracking.
- OVL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OVL | CGMM | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.51% |
| Fund size (AUM) | $221M | $2.5B |
| Since | 2019 | 2025 |
| Dividend yield | 5.55% | 0.37% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +34.7% | +25.1% |
| CAGR 3Y | +25.2% | N/A |
| CAGR 5Y | +14.5% | N/A |
| Sharpe 3Y | 1.12 | N/A |
| Volatility 1Y | 14.12% | 15.95% |
| Max drawdown | -35.49% | -21.04% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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