Screener
OVS vs CGMM
Overlay Shares Small Cap Equity ETF vs Capital Group U.S. Small and Mid Cap ETF
Key differences
- CGMM costs 0.32% less per year.
- CGMM is significantly larger than OVS — larger funds tend to be more liquid and less likely to close.
- OVS is classified as alternative, while CGMM is equity — different risk/return profiles.
- OVS follows a option income strategy; CGMM uses index tracking.
- OVS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OVS | CGMM | |
|---|---|---|
| Annual cost (TER) | 0.83% | 0.51% |
| Fund size (AUM) | $20M | $2.5B |
| Since | 2019 | 2025 |
| Dividend yield | 5.97% | 0.37% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +38.2% | +25.1% |
| CAGR 3Y | +17.1% | N/A |
| CAGR 5Y | +6.3% | N/A |
| Sharpe 3Y | 0.66 | N/A |
| Volatility 1Y | 19.45% | 15.95% |
| Max drawdown | -45.09% | -21.04% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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