Screener
OVS vs IJR
Overlay Shares Small Cap Equity ETF vs iShares Core S&P Small-Cap ETF
Key differences
- IJR costs 0.77% less per year.
- IJR is significantly larger than OVS — larger funds tend to be more liquid and less likely to close.
- OVS is classified as alternative, while IJR is equity — different risk/return profiles.
- OVS follows a option income strategy; IJR uses index tracking.
- Over the last 3 years, OVS has delivered higher annualized returns.
- IJR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OVS | IJR | |
|---|---|---|
| Annual cost (TER) | 0.83% | 0.06% |
| Fund size (AUM) | $20M | $102.6B |
| Since | 2019 | 2000 |
| Dividend yield | 5.97% | 1.16% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +38.2% | +33.1% |
| CAGR 3Y | +17.1% | +15.4% |
| CAGR 5Y | +6.3% | +5.9% |
| Sharpe 3Y | 0.66 | 0.63 |
| Volatility 1Y | 19.45% | 17.65% |
| Max drawdown | -45.09% | -44.36% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to OVS and IJR
Explore further