Screener
OVL vs CGVV
Overlay Shares Large Cap Equity ETF vs Capital Group U.S. Large Value ETF
Key differences
- CGVV costs 0.46% less per year.
- OVL is classified as alternative, while CGVV is equity — different risk/return profiles.
- OVL follows a option income strategy; CGVV uses index tracking.
- OVL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OVL | CGVV | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.33% |
| Fund size (AUM) | $221M | $128M |
| Since | 2019 | 2025 |
| Dividend yield | 5.55% | — |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +36.9% | N/A |
| CAGR 3Y | +25.1% | N/A |
| CAGR 5Y | +15.0% | N/A |
| Sharpe 3Y | 1.11 | N/A |
| Volatility 1Y | 14.10% | — |
| Max drawdown | -35.49% | -10.11% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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