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OVLH vs OVF

Overlay Shares Hedged Large Cap Equity ETF vs Overlay Shares Foreign Equity ETF

OVLH

Overlay Shares Hedged Large Cap Equity ETF

Overlay Shares

Annual cost

0.80%

Fund size

$102M

OVF

Overlay Shares Foreign Equity ETF

Overlay Shares

Annual cost

0.83%

Fund size

$37M

Key differences

  • OVLH follows a volatility strategy strategy; OVF uses option income.
  • Over the last 3 years, OVF has delivered higher annualized returns.

Side-by-side comparison

OVLHOVF
Annual cost (TER)0.80%0.83%
Fund size (AUM)$102M$37M
Since20212019
Dividend yield0.29%8.97%
Asset classalternativealternative
Regionnorth america
Strategyvolatility strategyoption income
CAGR 1Y+19.1%+32.6%
CAGR 3Y+17.4%+18.7%
CAGR 5Y+9.9%+9.8%
Sharpe 3Y1.350.91
Volatility 1Y8.52%16.72%
Max drawdown-20.69%-30.07%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to OVLH and OVF