Screener
OVL vs OVB
Overlay Shares Large Cap Equity ETF vs Overlay Shares Core Bond ETF
Key differences
- OVL is significantly larger than OVB — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, OVL has delivered higher annualized returns.
Side-by-side comparison
| OVL | OVB | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.79% |
| Fund size (AUM) | $221M | $47M |
| Since | 2019 | 2019 |
| Dividend yield | 5.55% | 6.46% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +34.7% | +10.4% |
| CAGR 3Y | +25.2% | +5.6% |
| CAGR 5Y | +14.5% | +0.8% |
| Sharpe 3Y | 1.12 | 0.31 |
| Volatility 1Y | 14.12% | 5.85% |
| Max drawdown | -35.49% | -21.68% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to OVL and OVB
Explore further