Screener
OVS vs IVV
Overlay Shares Small Cap Equity ETF vs iShares Core S&P 500 ETF
Key differences
- IVV costs 0.80% less per year.
- IVV is significantly larger than OVS — larger funds tend to be more liquid and less likely to close.
- OVS is classified as alternative, while IVV is equity — different risk/return profiles.
- OVS follows a option income strategy; IVV uses index tracking.
- Over the last 3 years, IVV has delivered higher annualized returns.
- IVV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OVS | IVV | |
|---|---|---|
| Annual cost (TER) | 0.83% | 0.03% |
| Fund size (AUM) | $20M | $797.5B |
| Since | 2019 | 2000 |
| Dividend yield | 5.97% | 1.12% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +38.2% | +29.5% |
| CAGR 3Y | +17.1% | +23.2% |
| CAGR 5Y | +6.3% | +14.0% |
| Sharpe 3Y | 0.66 | 1.25 |
| Volatility 1Y | 19.45% | 11.96% |
| Max drawdown | -45.09% | -33.90% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to OVS and IVV
Explore further