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OVLH vs OVM

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

OVLH

Overlay Shares Hedged Large Cap Equity ETF

Overlay Shares

Annual cost

0.80%

Fund size

$102M

OVM

Overlay Shares Municipal Bond ETF

Overlay Shares

Annual cost

0.81%

Fund size

$36M

Key differences

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

Side-by-side comparison

OVLHOVM
Annual cost (TER)0.80%0.81%
Fund size (AUM)$102M$36M
Since20212019
Dividend yield0.29%5.71%
Asset classalternativealternative
Regionnorth americanorth america
Strategyvolatility strategyoption income
CAGR 1Y+19.1%+10.4%
CAGR 3Y+17.4%+4.9%
CAGR 5Y+9.9%+1.5%
Sharpe 3Y1.350.25
Volatility 1Y8.52%4.22%
Max drawdown-20.69%-15.58%

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

Similar to OVLH and OVM