Screener
OVL vs OEF
Overlay Shares Large Cap Equity ETF vs iShares S&P 100 ETF
Key differences
- OEF costs 0.59% less per year.
- OEF is significantly larger than OVL — larger funds tend to be more liquid and less likely to close.
- OVL is classified as alternative, while OEF is equity — different risk/return profiles.
- OVL follows a option income strategy; OEF uses index tracking.
- OEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OVL | OEF | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.20% |
| Fund size (AUM) | $221M | $19.6B |
| Since | 2019 | 2000 |
| Dividend yield | 5.55% | 0.88% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +36.9% | +33.6% |
| CAGR 3Y | +25.1% | +25.8% |
| CAGR 5Y | +15.0% | +16.3% |
| Sharpe 3Y | 1.11 | 1.30 |
| Volatility 1Y | 14.10% | 12.86% |
| Max drawdown | -35.49% | -31.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to OVL and OEF
Explore further