Screener
OVL vs OVS
Overlay Shares Large Cap Equity ETF vs Overlay Shares Small Cap Equity ETF
Key differences
- OVL is significantly larger than OVS — 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 | OVS | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.83% |
| Fund size (AUM) | $221M | $20M |
| Since | 2019 | 2019 |
| Dividend yield | 5.55% | 5.97% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +34.7% | +38.2% |
| CAGR 3Y | +25.2% | +17.1% |
| CAGR 5Y | +14.5% | +6.3% |
| Sharpe 3Y | 1.12 | 0.66 |
| Volatility 1Y | 14.12% | 19.45% |
| Max drawdown | -35.49% | -45.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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