Screener
OVS vs OVLH
Overlay Shares Small Cap Equity ETF vs Overlay Shares Hedged Large Cap Equity ETF
Key differences
- OVLH is significantly larger than OVS — larger funds tend to be more liquid and less likely to close.
- OVS follows a option income strategy; OVLH uses volatility strategy.
Side-by-side comparison
| OVS | OVLH | |
|---|---|---|
| Annual cost (TER) | 0.83% | 0.80% |
| Fund size (AUM) | $20M | $102M |
| Since | 2019 | 2021 |
| Dividend yield | 5.97% | 0.29% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | volatility strategy |
| CAGR 1Y | +38.2% | +19.1% |
| CAGR 3Y | +17.1% | +17.4% |
| CAGR 5Y | +6.3% | +9.9% |
| Sharpe 3Y | 0.66 | 1.35 |
| Volatility 1Y | 19.45% | 8.52% |
| Max drawdown | -45.09% | -20.69% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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