Screener
OVLH vs FELC
Overlay Shares Hedged Large Cap Equity ETF vs Fidelity Enhanced Large Cap Core ETF
Key differences
- FELC costs 0.62% less per year.
- FELC is significantly larger than OVLH — larger funds tend to be more liquid and less likely to close.
- OVLH is classified as alternative, while FELC is equity — different risk/return profiles.
- OVLH follows a volatility strategy strategy; FELC uses active selection.
- FELC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OVLH | FELC | |
|---|---|---|
| Annual cost (TER) | 0.80% | 0.18% |
| Fund size (AUM) | $102M | $7.0B |
| Since | 2021 | 2007 |
| Dividend yield | 0.29% | 0.90% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | volatility strategy | active selection |
| CAGR 1Y | +19.1% | +29.4% |
| CAGR 3Y | +17.4% | N/A |
| CAGR 5Y | +9.9% | N/A |
| Sharpe 3Y | 1.35 | N/A |
| Volatility 1Y | 8.52% | 12.06% |
| Max drawdown | -20.69% | -18.59% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to OVLH and FELC
Explore further