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OVL vs SSPY
Overlay Shares Large Cap Equity ETF vs Stratified LargeCap Index ETF
Key differences
- SSPY costs 0.34% less per year.
- OVL is classified as alternative, while SSPY is equity — different risk/return profiles.
- OVL follows a option income strategy; SSPY uses index tracking.
- Over the last 3 years, OVL has delivered higher annualized returns.
Side-by-side comparison
| OVL | SSPY | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.45% |
| Fund size (AUM) | $221M | $122M |
| Since | 2019 | 2019 |
| Dividend yield | 5.55% | 1.29% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +34.7% | +21.2% |
| CAGR 3Y | +25.2% | +15.1% |
| CAGR 5Y | +14.5% | +9.1% |
| Sharpe 3Y | 1.12 | 0.85 |
| Volatility 1Y | 14.12% | 10.79% |
| Max drawdown | -35.49% | -36.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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