Screener
OVLH vs ITOT
Overlay Shares Hedged Large Cap Equity ETF vs iShares Core S&P Total U.S. Stock Market ETF
Key differences
- ITOT costs 0.77% less per year.
- ITOT is significantly larger than OVLH — larger funds tend to be more liquid and less likely to close.
- OVLH is classified as alternative, while ITOT is equity — different risk/return profiles.
- OVLH follows a volatility strategy strategy; ITOT uses index tracking.
- Over the last 3 years, ITOT has delivered higher annualized returns.
- ITOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OVLH | ITOT | |
|---|---|---|
| Annual cost (TER) | 0.80% | 0.03% |
| Fund size (AUM) | $102M | $88.9B |
| Since | 2021 | 2004 |
| Dividend yield | 0.29% | 1.03% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | volatility strategy | index tracking |
| CAGR 1Y | +20.2% | +31.1% |
| CAGR 3Y | +17.3% | +22.8% |
| CAGR 5Y | +10.1% | +13.2% |
| Sharpe 3Y | 1.34 | 1.20 |
| Volatility 1Y | 8.51% | 12.35% |
| Max drawdown | -20.69% | -35.00% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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