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OVM vs OVT

Overlay Shares Municipal Bond ETF vs Overlay Shares Short Term Bond ETF

OVM

Overlay Shares Municipal Bond ETF

Overlay Shares

Annual cost

0.81%

Fund size

$36M

OVT

Overlay Shares Short Term Bond ETF

Overlay Shares

Annual cost

0.79%

Fund size

$59M

Key differences

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

Side-by-side comparison

OVMOVT
Annual cost (TER)0.81%0.79%
Fund size (AUM)$36M$59M
Since20192021
Dividend yield5.71%7.58%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+10.4%+9.3%
CAGR 3Y+4.9%+7.3%
CAGR 5Y+1.5%+3.0%
Sharpe 3Y0.250.87
Volatility 1Y4.22%3.44%
Max drawdown-15.58%-13.59%

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

Similar to OVM and OVT