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OVL vs FDG
Overlay Shares Large Cap Equity ETF vs American Century Focused Dynamic Growth ETF
Key differences
OVL is an alternative ETF, while FDG is an equity ETF. OVL charges 0.79% a year and FDG 0.45%.
- OVL is an alternative fund, while FDG is an equity fund. They carry different risk/return profiles.
- OVL follows a option income strategy; FDG uses active selection.
- FDG costs 0.34% less per year.
- Over the last three years, FDG has delivered higher annualized returns.
Side-by-side comparison
| OVL | FDG | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.45% |
| Fund size (AUM) | $276M | $413M |
| Since | 2019 | 2020 |
| Dividend yield | 6.15% | 0.00% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +30.8% | +29.8% |
| CAGR 3Y | +23.9% | +29.1% |
| CAGR 5Y | +13.9% | +12.4% |
| Sharpe 3Y | 1.06 | 1.12 |
| Volatility 1Y | 14.32% | 18.38% |
| Max drawdown | -35.49% | -43.69% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.