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OVS vs SMLF
Overlay Shares Small Cap Equity ETF vs iShares U.S. Small-Cap Equity Factor ETF
Key differences
- SMLF costs 0.68% less per year.
- SMLF is significantly larger than OVS — larger funds tend to be more liquid and less likely to close.
- OVS is classified as alternative, while SMLF is equity — different risk/return profiles.
- OVS follows a option income strategy; SMLF uses index tracking.
- Over the last 3 years, SMLF has delivered higher annualized returns.
Side-by-side comparison
| OVS | SMLF | |
|---|---|---|
| Annual cost (TER) | 0.83% | 0.15% |
| Fund size (AUM) | $20M | $3.6B |
| Since | 2019 | 2015 |
| Dividend yield | 5.97% | 1.07% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +41.5% | +33.9% |
| CAGR 3Y | +17.7% | +20.8% |
| CAGR 5Y | +7.1% | +11.4% |
| Sharpe 3Y | 0.68 | 0.87 |
| Volatility 1Y | 19.45% | 17.37% |
| Max drawdown | -45.09% | -41.89% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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