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OVM vs OVS

Overlay Shares Municipal Bond ETF vs Overlay Shares Small Cap Equity ETF

OVM

Overlay Shares Municipal Bond ETF

Overlay Shares

Annual cost

0.81%

Fund size

$36M

OVS

Overlay Shares Small Cap Equity ETF

Overlay Shares

Annual cost

0.83%

Fund size

$20M

Key differences

  • Over the last 3 years, OVS has delivered higher annualized returns.

Side-by-side comparison

OVMOVS
Annual cost (TER)0.81%0.83%
Fund size (AUM)$36M$20M
Since20192019
Dividend yield5.71%5.97%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+10.4%+38.2%
CAGR 3Y+4.9%+17.1%
CAGR 5Y+1.5%+6.3%
Sharpe 3Y0.250.66
Volatility 1Y4.22%19.45%
Max drawdown-15.58%-45.09%

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

Similar to OVM and OVS