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OVLH vs OVL

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

OVLH

Overlay Shares Hedged Large Cap Equity ETF

Overlay Shares

Annual cost

0.80%

Fund size

$102M

OVL

Overlay Shares Large Cap Equity ETF

Overlay Shares

Annual cost

0.79%

Fund size

$221M

Key differences

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

Side-by-side comparison

OVLHOVL
Annual cost (TER)0.80%0.79%
Fund size (AUM)$102M$221M
Since20212019
Dividend yield0.29%5.55%
Asset classalternativealternative
Regionnorth americanorth america
Strategyvolatility strategyoption income
CAGR 1Y+19.1%+34.7%
CAGR 3Y+17.4%+25.2%
CAGR 5Y+9.9%+14.5%
Sharpe 3Y1.351.12
Volatility 1Y8.52%14.12%
Max drawdown-20.69%-35.49%

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

Similar to OVLH and OVL