Screener
OVS vs VONE
Overlay Shares Small Cap Equity ETF vs Vanguard Russell 1000 Index Fund ETF Shares
Key differences
- VONE costs 0.77% less per year.
- VONE is significantly larger than OVS — larger funds tend to be more liquid and less likely to close.
- OVS is classified as alternative, while VONE is equity — different risk/return profiles.
- OVS follows a option income strategy; VONE uses index tracking.
- Over the last 3 years, VONE has delivered higher annualized returns.
- VONE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OVS | VONE | |
|---|---|---|
| Annual cost (TER) | 0.83% | 0.06% |
| Fund size (AUM) | $20M | $10.8B |
| Since | 2019 | 2010 |
| Dividend yield | 5.97% | 1.04% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +41.5% | +30.0% |
| CAGR 3Y | +17.7% | +22.8% |
| CAGR 5Y | +7.1% | +13.6% |
| Sharpe 3Y | 0.68 | 1.22 |
| Volatility 1Y | 19.45% | 12.12% |
| Max drawdown | -45.09% | -34.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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