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OVS vs OVT

Overlay Shares Small Cap Equity ETF vs Overlay Shares Short Term Bond ETF

OVS

Overlay Shares Small Cap Equity ETF

Overlay Shares

Annual cost

0.83%

Fund size

$20M

OVT

Overlay Shares Short Term Bond ETF

Overlay Shares

Annual cost

0.79%

Fund size

$59M

Key differences

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

Side-by-side comparison

OVSOVT
Annual cost (TER)0.83%0.79%
Fund size (AUM)$20M$59M
Since20192021
Dividend yield5.97%7.58%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+38.2%+9.3%
CAGR 3Y+17.1%+7.3%
CAGR 5Y+6.3%+3.0%
Sharpe 3Y0.660.87
Volatility 1Y19.45%3.44%
Max drawdown-45.09%-13.59%

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

Similar to OVS and OVT