Screener
OVL vs FFLV
Overlay Shares Large Cap Equity ETF vs Fidelity Fundamental Large Cap
Key differences
- FFLV costs 0.41% less per year.
- OVL is significantly larger than FFLV — larger funds tend to be more liquid and less likely to close.
- OVL is classified as alternative, while FFLV is equity — different risk/return profiles.
- OVL covers north america markets; FFLV covers global.
- OVL follows a option income strategy; FFLV uses active selection.
- OVL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OVL | FFLV | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.38% |
| Fund size (AUM) | $221M | $17M |
| Since | 2019 | 2024 |
| Dividend yield | 5.55% | 1.48% |
| Asset class | alternative | equity |
| Region | north america | global |
| Strategy | option income | active selection |
| CAGR 1Y | +34.7% | +28.1% |
| CAGR 3Y | +25.2% | N/A |
| CAGR 5Y | +14.5% | N/A |
| Sharpe 3Y | 1.12 | N/A |
| Volatility 1Y | 14.12% | 11.50% |
| Max drawdown | -35.49% | -16.71% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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