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OVS vs KAUG
Overlay Shares Small Cap Equity ETF vs Innovator U.S. Small Cap Power Buffer ETF - August
Key differences
- KAUG is significantly larger than OVS — larger funds tend to be more liquid and less likely to close.
- OVS follows a option income strategy; KAUG uses structured outcome.
- OVS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OVS | KAUG | |
|---|---|---|
| Annual cost (TER) | 0.83% | 0.79% |
| Fund size (AUM) | $20M | $80M |
| Since | 2019 | 2024 |
| Dividend yield | 5.97% | 0.00% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | structured outcome |
| CAGR 1Y | +38.2% | +16.6% |
| CAGR 3Y | +17.1% | N/A |
| CAGR 5Y | +6.3% | N/A |
| Sharpe 3Y | 0.66 | N/A |
| Volatility 1Y | 19.45% | 8.09% |
| Max drawdown | -45.09% | -15.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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