Screener
OVL vs VTWO
Overlay Shares Large Cap Equity ETF vs Vanguard Russell 2000 Index Fund ETF Shares
Key differences
- VTWO costs 0.73% less per year.
- VTWO is significantly larger than OVL — larger funds tend to be more liquid and less likely to close.
- OVL is classified as alternative, while VTWO is equity — different risk/return profiles.
- OVL follows a option income strategy; VTWO uses index tracking.
- Over the last 3 years, OVL has delivered higher annualized returns.
- VTWO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OVL | VTWO | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.06% |
| Fund size (AUM) | $221M | $16.6B |
| Since | 2019 | 2010 |
| Dividend yield | 5.55% | 1.12% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +36.9% | +45.2% |
| CAGR 3Y | +25.1% | +19.8% |
| CAGR 5Y | +15.0% | +7.4% |
| Sharpe 3Y | 1.11 | 0.79 |
| Volatility 1Y | 14.10% | 19.22% |
| Max drawdown | -35.49% | -41.19% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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