Screener
OVM vs OVL
Overlay Shares Municipal Bond ETF vs Overlay Shares Large Cap Equity ETF
Key differences
- OVL is significantly larger than OVM — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, OVL has delivered higher annualized returns.
Side-by-side comparison
| OVM | OVL | |
|---|---|---|
| Annual cost (TER) | 0.81% | 0.79% |
| Fund size (AUM) | $36M | $221M |
| Since | 2019 | 2019 |
| Dividend yield | 5.71% | 5.55% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +10.4% | +34.7% |
| CAGR 3Y | +4.9% | +25.2% |
| CAGR 5Y | +1.5% | +14.5% |
| Sharpe 3Y | 0.25 | 1.12 |
| Volatility 1Y | 4.22% | 14.12% |
| Max drawdown | -15.58% | -35.49% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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