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OVS vs OVB

Overlay Shares Small Cap Equity ETF vs Overlay Shares Core Bond ETF

OVS

Overlay Shares Small Cap Equity ETF

Overlay Shares

Annual cost

0.83%

Fund size

$20M

OVB

Overlay Shares Core Bond ETF

Overlay Shares

Annual cost

0.79%

Fund size

$47M

Key differences

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

Side-by-side comparison

OVSOVB
Annual cost (TER)0.83%0.79%
Fund size (AUM)$20M$47M
Since20192019
Dividend yield5.97%6.46%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+38.2%+10.4%
CAGR 3Y+17.1%+5.6%
CAGR 5Y+6.3%+0.8%
Sharpe 3Y0.660.31
Volatility 1Y19.45%5.85%
Max drawdown-45.09%-21.68%

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

Similar to OVS and OVB